Agency Matrix Review
What is Agency Matrix?
Agency Matrix is management software specific for insurance agencies. The technology helps users manage their files and personnel wherever they are using tools to help them stay organized and make them more productive.
Agency Matrix has tools for financial activities such as payment processing and invoicing. It also has features for task management, automated email reporting, comparative rater integration support, sweep tracking and reconciliation, and mail labels processing. Unlimited forms, images, and other files can also be uploaded with ease. Users can even send and receive text messages using the application. Design templates are also available so that branding properties can be inserted into materials.
The software boasts of convenient automation and an easy-to-navigate interface. Its ease of use aims to help agencies eliminate tedious manual processes since every policy, form, endorsement, payment, image, and report is just a click away.
Show MoreOverview of Agency Matrix Benefits
Agency Matrix provides comprehensive business solutions that are presented in a user-friendly interface. Since the application is highly intuitive, users can avoid spending too much time navigating around the program and, instead, get more work done.
Among the top features of Agency Matrix are solutions for financial activities. Using these, agencies can be more confident that their financial transactions are accurate and organized.
Agency Matrix’s wide-ranging, state-of-the-art tools for task management and administrative support also help lessen the burdens related to outdated processes. When less time is spent on repetitive tasks, employees can be more productive. This means that the agency can focus more on servicing clients and expanding their business.
Text messaging features, which allow users to send and receive updates, can also contribute to better agency communication.
Users can easily upload unlimited forms, images, and varied file types into Agency Matrix’s secure cloud-based system. This means that one can conveniently retrieve an important document whenever they need to. The software has marketing tools to help agencies promote their brand. Design templates are available, so an agency’s logo or even a customized advertisement can be included in customer receipts. Users can also promote a referral program to establish a new or complementary business.
Show MoreOverview of Agency Matrix Features
- 100% Cloud-Based System
- Unlimited Data Base for Clients
- Up To 15 CSR/Agents per Location
- Employee End-of-Day Tab
- Online Training Videos
- Hyperlink to Insurance Company
- Import Customers/Prospects
- Free Training and Support
- Payment Processing
- Rolodex
- Invoicing
- Bi-Lingual Receipts/Thank You Letters
- X-Date Tracking
- Follow Up Items and Notes
- Mac/Safari Compatible
- Comparative Rater Integration(s)
- Ability to Export Reports to Excel
- Export Contact and/or Policy Data
- Google Map Integration
- Sweep Tracking and Reconciliation
- Automated Email Reporting
- Advanced Reporting
- Mail Label Processing
- Company Announcements
- Task Management
- Custom Field Types
- Miscellaneous Forms Upload
- Balance Due Feature
- Custom Letters
- Letters Blasts
- Custom Receipt Ads
- Comment and Alert Fields
- Unlimited Uploads of Attachments and Photos
- Time Clock with Reporting Options
- Import contact and/or Policy Data
- Prefilled ACORD Forms
- Commission/Split Commission Reports
- Direct Scan
- Carrier Downloads
- Dashboard
- Email Blasts
- Drag & Drop and Batch Uploading
- Deposit Posting
- Bank Verification
- Batch Scanning
- General Ledger
- Task Calendar
- Drip Marketing Campaigns
- Commercial Editor for ACORD Forms
- Texting Capabilities
Agency Matrix Position In Our Categories
Keeping in mind companies have specific business-related requirements, it is logical that they avoid choosing a one-size-fits-all, ”best” business program. Nonetheless, it would be difficult to try to discover such application even among well-known software systems. The logical step to undertake would be to make a list of the several key functions that demand scrutiny including major features, pricing, technical skill ability of the users, company size, etc. Next, you should do your product research to a full extent. Browse over some Agency Matrix evaluations and look into each of the solutions in your shortlist more closely. Such well-rounded research ensure you take out poorly fit applications and pay for the system that has all the benefits your company requires for success.
Position of Agency Matrix in our main categories:
TOP
500
Agency Matrix is one of the top 500 Business Process Management Software products
If you are considering Agency Matrix it might also be sensible to examine other subcategories of Business Process Management Software listed in our database of SaaS software reviews.
Organizations have unique needs and requirements and no software application can be just right in such a condition. It is useless to try to find a perfect out-of-the-box software system that meets all your business needs. The intelligent thing to do would be to adapt the application for your specific needs, employee skill levels, budget, and other factors. For these reasons, do not hasten and subscribe to well-publicized leading applications. Though these may be widely used, they may not be the ideal fit for your specific needs. Do your research, investigate each short-listed system in detail, read a few Agency Matrix Business Process Management Software reviews, speak to the vendor for explanations, and finally choose the app that offers what you require.
How Much Does Agency Matrix Cost?
Agency Matrix Pricing Plans:
Free Trial
Lite
From $69/month
Gold
From $129/month
Platinum
From $179/month
Diamond
From $289/month
Enterprise
From $419/month
What are Agency Matrix pricing details?
Agency Matrix Pricing Plans:
Free Trial
Lite
From $69/month
Gold
From $129/month
Platinum
From $179/month
Diamond
From $289/month
Enterprise
From $419/month
Agency Matrix offers 6 SMB and enterprise pricing plans for users to choose from. Give the details a look, and select the best plan for your business:
Lite – $69/month
- Plus: $199 set up fee
Gold – $129/month
- Plus: $399 set up fee
Platinum – $179/month
- Plus: $499 set up fee
Diamond – $289/month
- Plus: $599 set up fee
Enterprise – $419/month
- Plus: $599 set up fee
User Satisfaction
Positive Social Media Mentions
24
Negative Social Media Mentions
6
We know that when you make a decision to get a Business Process Management Software it’s crucial not only to find out how professionals rank it in their reviews, but also to check whether the actual clients and businesses that bought this software are genuinely satisfied with the product. Because of that need we’ve devised our behavior-based Customer Satisfaction Algorithm™ that collects customer reviews, comments and Agency Matrix reviews across a wide range of social media sites. The data is then presented in a simple to understand format indicating how many people had positive and negative experience with Agency Matrix. With that information available you will be equipped to make an informed business choice that you won’t regret.
Video
Technical details
Devices Supported
- Windows
- Mac
- Web-based
Deployment
- Cloud Hosted
Language Support
- English
Pricing Model
- Monthly payment
Customer Types
- Small Business
- Large Enterprises
- Medium Business
What Support Does This Vendor Offer?
- phone
- live support
- training
- tickets
What integrations are available for Agency Matrix?
Agency Matrix seamlessly integrates with the following applications:
- Website Plugin
- Agent Alive
- EasyFile
- DocBuild Plus
- DocVault
- TurboRater
- Virtual Tone
- Bluewave
- RingCentral
- Vonage
- Nextiva
- Fonality
- Jive
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