Management made easy

Plans & Features

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


General Features	Business	Performance
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)

ITC Blog

The (Insurance Website Builder) Admin Console is very well designed. I have worked with a lot of other CMS and it is extremely intuitive.Insurance Website Builder Customer
- Eric Schroeter, Brooker Insurance Agency
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I was given great advice on how to help with the quoting process on our website and much more. I just wanted to say thanks again for all the help, we greatly appreciate it!Fan of ITC Support
- Counts Insurance Agency , Counts Insurance Agency
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this is a test testimonial
- Umair, Umair
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We switched to ITC in January 2014 and have been very impressed with the whole process. ITC exceeded our expectations. The expert advice from our website coordinator made this process hassle free and provided excellent service throughout the whole process and has always been available to take my call and walk me through any changes I needed to make to our wesite. Our company has been in business since 1850, with 9 locations, so finding the right website provider to carry us into the future was top priority. We research several website providers before choosing ITC. ITC is the total solution for our growing agency keeping us connected to our clients, while reaching new clients, in a manageable process.Insurance Website Builder Customer
- Pixie Melfi, C.T. Lowndes & Company
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Insurance Website Builder has provided our agency a platform for expressing ourselves in a new way. We are more noticeable and have been receiving more positive feedback due to our updated appearance and ease of doing business. So glad we found this product!Insurance Website Builder Customer
- Terri Mlotek, Heil & Heil Insurance
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1415 Halsey Way, Suite 314 | Carrollton, TX 75007 | Phone: (800) 383-3482

1415 Halsey Way, Suite 314 | Carrollton, TX 75007
Phone: (800) 383-3482

Mon-Thurs	7:30am-6pm CST
Friday	7:30am-5pm CST

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Agency Management Made Easy

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CONNECT WITH ITC