Audience
Companies seeking a platform offering ideal insurance solutions to help drive growth
About Agency Matrix
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.
Other Popular Alternatives & Related Software
NextAgency for Health & Life Insurance
NextAgency is an agency management system with CRM and commission management tools for health, senior and life insurance agencies. NextAgency saves you time, money and clients by helping you:
• Grow sales with powerful CRM tools to track prospects from lead to sale
• Focus your team with shared notes and tasks that sync with your calendar
• Improve customer service with our workflows and customer service reports
• Keep commitments with follow-up tools like personal to-do lists for your entire team
• Access the forms and files where and when you need them with our online agency library
• Automatically assign your emails to your prospects and clients.
• Get what you've earned with commission tracking tools and reports
NextAgency is easy to use and simple to customize. Start a free trial today.
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InsurAMS
InsurAMS is agency management software for independent insurance agencies, streamlining daily operations. The renewal queue prioritizes policy renewals by urgency, helping prevent missed deadlines. Agents can quickly generate certificates of insurance by auto-filling stored policy data, eliminating manual entry. The platform centralizes client management, providing access to records, policy details, and interaction history. An activity log tracks calls, emails, and notes, while task management links tasks to specific clients and policies. Metrics like total premium and breakdowns by coverage type and carrier offer insights into the book of business. InsurAMS supports CSV import for migrating client and policy data and allows data export to ensure agency ownership. With minimal setup, agencies can start using the system immediately without extensive onboarding.
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Jenesis Agency Management
Jenesis Agency Management System is web-based software designed to help insurance agents seamlessly manage existing clients, market to potential prospects, improve business efficiency, and manage sales & retention. With the ability to access your agency from anywhere on any device, Jenesis is easy to use and affordable. Jenesis offers a variety of features that include a client portal, email integration, ACORD forms, carrier downloads, credit card integration, rating, receipts and invoicing, and more. There are multiple packages to choose from depending on the needs of your agency. By leveraging Jenesis Agency Management System, you can maximize your time and grow your revenue stream.
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Aspire
We are a leading provider of insurance agency management software solutions. Our focus is to provide our clients with groundbreaking applications and innovative services that enhance their businesses and allow them to get the upper hand on their competition. What could this mean for your business? Simply put, higher levels of customer satisfaction, increased profits and lower operating costs. Our product is a comprehensive and cost-effective insurance CRM software / insurance agent software application tailored specifically to meet the demand of the modern insurance agency. Our insurance agency management software, called “Aspire,” is a result of collaboration from experts with backgrounds in both insurance and software development. As a result, our clients get innovative, first-to-market insurance agent software features that no other company has. Our insurance agency management software is packaged to be one of the most cutting-edge and simple solutions for insurance agencies.
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Integrations
Company Information
Zywave
Founded: 2005
United States
www.zywave.com/sales-cloud/agencymatrix/
Videos and Screen Captures
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Product Details
Platforms Supported
Cloud
Training
Documentation
In Person
Videos
Support
Phone Support
Online
Agency Matrix Frequently Asked Questions
Agency Matrix Product Features
Insurance Agency
Commission Management
Contact Management
Document Management
Life & Health
Policy Management
Property & Casualty
Quote Management
Claims Management
Insurance Rating
