+
+

Related Products

  • Macaw AMS
    8 Ratings
    Visit Website
  • Collect!
    77 Ratings
    Visit Website
  • FAMCare Human Services
    25 Ratings
    Visit Website
  • LegalEdge
    17 Ratings
    Visit Website
  • Muzaic
    2 Ratings
    Visit Website
  • InterProse ACE
    147 Ratings
    Visit Website
  • AuthorityTech
    2 Ratings
    Visit Website
  • RentGuruz
    8 Ratings
    Visit Website
  • Knak
    166 Ratings
    Visit Website
  • Boostero
    57 Ratings
    Visit Website

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

Strong retention is a result of your agency offering meaningful value to policyholders. HawkSoft's Retention Alerts identify which clients need attention so your staff can deliver proactive service. Deliver that "wow" experience on every interaction. Do in 5 minutes what other agencies do in 25 minutes. Get more from your sales pipeline and existing clients. HawkSoft's Lead Management categories show where clients are in your sales funnel. Built-in cross-sell and upsell reports identify policyholders to whom you can offer additional services. Use batch email, letters, text messages, and scheduled communications to reach your clients. Data is meaningless if it's hard to get or act upon. Measure agency vitals and key indicators. Monthly close ratio by producer, policies per client, commissions by carrier, retention, book of business reports, and much more. Our reports are actionable so you can do things like send batch emails right from the report view.

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

Agencies and companies seeking an insurance agency management system solution

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

No information available.
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

HawkSoft
Founded: 1995
United States
www.hawksoft.com

Alternatives

Jenesis Agency Management

Jenesis Agency Management

Jenesis Software

Alternatives

Macaw AMS

Macaw AMS

Nest Innovative Solutions
Jenesis Agency Management

Jenesis Agency Management

Jenesis Software
Aspire

Aspire

Impowersoft
LTS Pro

LTS Pro

Business Assistant

Categories

Categories

Insurance Agency Features

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

Insurance Agency Features

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

Integrations

Canopy Connect
Certificial
Formstack
Gaya Ai
Nextiva
Pathway Insurance Software
RenewalCompass
Sonant
Vonage Business
vBots

Integrations

Canopy Connect
Certificial
Formstack
Gaya Ai
Nextiva
Pathway Insurance Software
RenewalCompass
Sonant
Vonage Business
vBots
Claim Agency Matrix and update features and information
Claim Agency Matrix and update features and information
Claim HawkSoft and update features and information
Claim HawkSoft and update features and information