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state-of-the-art tools for task management and administrative support also help lessen the burdens related to outdated processes.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
Knowing that companies have specific business requirements, it is wise that they avoid purchasing an all-in-one, “perfect” system. Nevertheless, it is hard to try to come across such application even among popular software solutions. The logical thing to do would be to note down the several significant aspects that need analysis including critical features, pricing, skill levels of staff members, organizational size, etc. Then, you must double down on your research through and through. Read some Agency Matrix reviews and look into each of the software programs in your list in detail. Such well-rounded product investigation guarantees you steer clear of poorly fit applications and select the system which offers all the features your business requires.
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 could also be a good idea to investigate other subcategories of Business Process Management Software gathered in our base of B2B software reviews.
Each enterprise has its own characteristics, and might need a particular type of Business Process Management Software solution that will be designed for their business size, type of clients and staff and even individual niche they support. We advise you don't count on getting a perfect software that is going to be suitable for each business no matter what their background is. It may be a good idea to read a few Agency Matrix Business Process Management Software reviews first and even then you should keep in mind what the service is intended to do for your company and your workers. Do you require an easy and intuitive service with only essential features? Will you really make use of the complex functionalities needed by experts and large enterprises? Are there any particular tools that are especially practical for the industry you work in? If you ask yourself these questions it is going to be much easier to find a trustworthy software that will fit your budget.
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 realize that when you make a decision to purchase a Business Process Management Software it’s important not only to learn how professionals rank it in their reviews, but also to discover whether the actual clients and enterprises that purchased these solutions are actually content with the product. Because of that need we’ve devised our behavior-based Customer Satisfaction Algorithm™ that aggregates customer reviews, comments and Agency Matrix reviews across a broad range of social media sites. The data is then displayed in an easy to understand format showing how many clients had positive and negative experience with Agency Matrix. With that information at your disposal you will be equipped to make an informed purchasing decision 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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