A Great Insurance Agency Management Tool Made for You

Insurance agency management is a key component to agency profitability and accuracy. Agency Matrix is an agency software system specifically designed for the needs of independent insurance agencies and brokers. This affordable, easy-to-use software will not only streamline agency management in order to reduce costs but will also increase efficiency and accuracy to help improve consistency and maximize client satisfaction.

Highlighted Software Features:

  • Automated reporting and telephony integration that will save you time.
  • Record keeping and document scanning to standardize and monitor record-keeping procedures.
  • One-page client record view to improve your efficiency.
  • And much more!

Get an insurance agency management system that increases your efficiency.

Fill out the form above and request a demo of Agency Matrix today!

"After seeing how simple the task manager is, I started to use it. I think it is the best, most KISSED (keep it simple stupid) task manager I have ever used in all my years in the corporate world." ~ J Cannon, Blue Horizon Insurance