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
Import/Export Customers & Prospects
Automated Reporting
Sweep Tracking & Reconciliation
Telephony Integration
Premium Finance Center
X-Date Tracking
Accounting Reports
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
Petty Cash Tracking
Carrier Downloads
eDoc and eMessage Download
Dashboard
Email Blasts
Drag-and-Drop Attachments
Bank Deposits & Reconciliations
ACORD Forms
Commission Reconciliation
Text Blasts
Custom Workflow
Automated Marketing
General Ledger
Batch Barcode Scanning
Task Calendar
Agent Dashboard
Taxes
Customer Types
Marketing Bridge
Submissions Generator
File Locker
DocMatrix
Speech-to-Text Notes and Tasks
Texting
Independent Brokers

- Included
- Optional (Additional Costs Apply)

ITC Blog

Every time I have had to contact technical support, the service has been outstanding. Actually, everyone that I have dealt with - from sales to service - has been wonderful to work with. Excellent service all around.Insurance Website Builder Customer
- Karen Ball, Pronoeo Insurance Agency, LLC
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I started with ITC less than a year ago. Our agency had no Internet presence at the time. Within a few short months, we had dominated our niche market keywords. I have been impressed with how easy the site editor works and how quickly I can change our targeted market. It has been a solid boost to our agency on many levels. Thank you, ITC and staff!Insurance Website Builder Customer
- Jerrad Van Coots, The Burrows Agency
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The initial set up with Insurance Website Builder was done professionally with tons of extras. Our website is also easy to self-maintain.Insurance Website Builder Customer
- Caroline Johnson, Insurance Council, Inc.
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Friendly and helpful! Listened to all my questions and really helped me understand.Fan of ITC Support
- Dale Delay, Delay Insurance Service & Assoc
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I have used InsurancePro for at least eight years, and it has suited my agency in all phases.
- Susan Barker, Barker Insurance, LLC
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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

Plans & Features

General Features

ITC Blog

COMPANY INFO

AGENCY RESOURCES

HELPFUL LINKS

CONNECT WITH ITC