Agency Matrix
The affordable web-based insurance management system.
Overview
Agency Matrix is a cloud-based agency management system that allows you to manage your book of business, staff, and office from anywhere. It offers features for client management, policy management, commission tracking, and more, with a focus on affordability and ease of use.
✨ Key Features
- Client Management
- Policy Management
- Claims Management
- Document Management
- Commission Tracking
- Accounting Integration
- Reporting and Analytics
- Integrated Texting
- Email Integration
🎯 Key Differentiators
- Affordable pricing.
- Easy-to-use interface with a one-page client view.
- Integrated texting capabilities.
Unique Value: Offers an affordable and easy-to-use agency management system that helps agencies streamline their operations and improve efficiency.
🎯 Use Cases (4)
🏆 Alternatives
Provides a more budget-friendly option with core AMS features compared to more expensive and complex platforms.
💻 Platforms
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
💰 Pricing
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