Plans & Features

Some of the key features available in Agency Matrix include the following

General Features

Business
100% Cloud-Based System
Unlimited Training and Support
Import/Export Customers & Prospects
Automated Reporting
Embedded Rating
Sweep Tracking & Reconciliation
X-Date Tracking
Accounting Reports
Telephony Integration
Unlimited Documents and Storage
Rolodex
Employee End-of-Day Tab
Hyperlink to Insurance Company
Mail Label Processing
Company Announcements
Custom Fields
Forms Upload
Letter Blasts
Alert Fields
Multi-Office Customization
Task Management
Time Clock
Scan Now
Carrier Downloads
eDoc and eMessage Download
Dashboard
Email and Texts Blasts
Drag-and-Drop Attachments
Bank Deposits & Reconciliations
ACORD Forms
Commission Reconciliation
Custom Workflow
Automated Marketing
General Ledger
Batch Barcode Scanning
Task Calendar
Agent Dashboard
Taxes
Customer Types
Submissions Generator
File Locker
DocMatrix
Speech-to-Text Notes and Tasks
Texting
Independent Brokers

  • - Included
  • - Optional (Additional Costs Apply)



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