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

We've been with ITC for our website and related services. The custom programming we required as a multi-state agency startup with a particular personal lines focus was handled expertly and within budget. We are branching out to more states and potentially even a new venture. With those plans in the works, we need a reliable website partner with particular skills in customer service. We count on the Insurance Website Builder team to get us through those difficult and new navigation areas. The online help videos are great too! I have recommended ITC to many others. If you choose ITC, you will appreciate the value... the security level alone is worth the monthly fees.Insurance Website Builder Customer
- Jack Heller, CPCU, Insurance Browser Inc
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ITC was recommended to us by another agency and we couldn't be happier with the ease of setting up our website, and the willingness of ITC to work with us on the design and layout. We are very proud of the look and flow of our site and recommend ITC often.Insurance Website Builder Customer
- Della Sinclair, Star City Insurance Agency, LLC
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I have not had one bad experience from ITC. Their sales people, web designers, SEO staff, and technical staff have all been exceptionally helpful.Insurance Website Builder Customer
- Bill Pepe, Pepe Insurance
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I have really enjoyed working with ITC for our website and other services. The support staff is great, and they take the time to make sure all my questions get answered. For a start up operation like ours, it was fabulous to have people handle the tech side of things so we could focus on other issues, like selling.Insurance Website Builder Customer
- John Simons, Penn Auto & Home Insurance
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I have worked with ITC and other rating vendors in Texas and find ITC to be a better fit for my agency.TurboRater Customer
- Christopher M. Lira, A Chris Lira Insurance Agency
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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