What is Agency Matrix?

To achieve optimal efficiency, productivity, sales, and profitability, your agency needs an effective agency management system tailored for independent insurance agencies. It's crucial to select a system that is user-friendly and incorporates advanced technology alongside robust support. Agency Matrix provides innovative software solutions designed to align with your business objectives seamlessly. Managing your agency's operations doesn't have to be a challenge. With Agency Matrix, you can streamline essential tasks like x-date tracking, reconciliation, and client service, enabling you to focus more on generating revenue. Additionally, features such as automated reporting and telephone integration can significantly reduce both time and costs by automatically accessing a client's account based on their incoming call. This streamlined approach ensures that your agency operates at its highest potential, allowing for greater overall success.

Screenshots and Video

Agency Matrix Screenshot 1

Company Facts

Company Name:
Zywave
Date Founded:
2005
Company Location:
United States
Company Website:
www.zywave.com/sales-cloud/agencymatrix/
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Product Details

Deployment
SaaS
Training Options
Documentation Hub
On-Site Training
Video Library
Support
Standard Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English

Agency Matrix Categories and Features

Insurance Agency Software

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