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About

The agency management system your agency needs to maximize efficiency, productivity, and sales. As an independent insurance agency, you need one of the best agency management systems, with cutting-edge technology, an easy-to-use interface, and dedicated support. Agency Matrix is committed to delivering insurance software solutions that meet these criteria and will help you reach your business goals. Agency management doesn't have to be hard. Agency Matrix reduces the time you spend on tasks like x-date tracking, accounting reports, sweep tracking and reconciliation, and providing client service. This gives you more time to focus on increasing production. Save time and money with automated reporting and telephone integrations that automatically launches a client’s account based on the incoming phone number.

About

EnrollHere is a fully integrated insurance distribution platform for agencies and carriers, built to simplify, optimize, and grow operations from leads to commissions. Its product suite solves critical operational functions that can work independently, but are built to operate together as a single system of record for insurance distribution. EnrollHere Complete delivers the full platform with nine integrated products working in one closed-loop environment where telephony, routing, policy management, commissions, compliance, and intelligence stay connected. EnrollHere Connect enables compliant, intelligently routed agent conversations with real-time controls, call recording, monitoring, enforcement, transcription, and audit-ready call records. EnrollHere Flow provides AI-powered call tracking, attribution, and routing infrastructure, using dynamic number insertion, multi-touch attribution, session-to-call linkage, rules-based routing, AI-assisted routing logic, and AB testing.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies seeking a platform offering ideal insurance solutions to help drive growth

Audience

Medicare distribution executives who need one operating platform to manage calls, policies, commissions, compliance, routing, retention, and performance visibility

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$7,500 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Zywave
Founded: 2005
United States
www.zywave.com/sales-cloud/agencymatrix/

Company Information

EnrollHere
Founded: 2024
United States
enrollhere.com

Alternatives

Jenesis Agency Management

Jenesis Agency Management

Jenesis Software

Alternatives

Aspire

Aspire

Impowersoft

Categories

Categories

Insurance Agency Features

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Integrations

Enzy
Nextiva
Vonage Business

Integrations

Enzy
Nextiva
Vonage Business
Claim Agency Matrix and update features and information
Claim Agency Matrix and update features and information
Claim EnrollHere and update features and information
Claim EnrollHere and update features and information