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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

Ivans Exchange lets you manage all of your agency download requests in one spot. Plus, use the application’s data-driven insights to evaluate current agency adoption and develop a game plan for optimizing future download connection opportunities. In addition to immediate time savings, Ivans Exchange helps you strengthen relationships with your agency partners and make better business decisions to drive growth. Give the timely, exceptional service that your agency partners are looking for. Ivans Exchange is a quick way to save time for both you and your industry partners, removing friction from your relationships and making the industry better along the way. Let data help you make the best decisions for your business. Ivans Exchange provides you with data insights on agency feedback and download quality that will help you build a roadmap to better connect with the lines that agents are demanding the most.

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

Insurers wanting a tool to stay up to date on their current agency download connections and requests

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

Ivans
Founded: 1983
United States
www.ivans.com/for-carriers/products/ivans-exchange/

Alternatives

Jenesis Agency Management

Jenesis Agency Management

Jenesis Software

Alternatives

Aspire

Aspire

Impowersoft

Categories

Categories

Insurance Agency Management Features

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

Integrations

Nextiva
Vonage Business

Integrations

Nextiva
Vonage Business
Claim Agency Matrix and update features and information
Claim Agency Matrix and update features and information
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Claim Ivans Exchange and update features and information