Plans & Features

Agency Matrix makes managing your insurance agency easy with the features you need without the long-term commitment you don’t. Agency Matrix is a powerful solution at an affordable price. Plus, as your agency changes, you can change your plan to best fit what you need at that time. Some of the key features available in Agency Matrix include the following.

Franchises, clusters, MGAs and associations: Inquire for more information.

General Features

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
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
Email Blasts
Drag-and-Drop Attachments
Bank Deposits & Reconciliations
Commission Reconciliation
Text Blasts
Custom Workflow
Automated Marketing
General Ledger
Batch Barcode Scanning
Task Calendar
Agent Dashboard
Customer Types
Marketing Bridge
Submissions Generator
File Locker
Speech-to-Text Notes and Tasks
Independent Brokers

  • - Included
  • - Optional (Additional Costs Apply)

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1415 Halsey Way, Suite 314 | Carrollton, TX 75007
Phone: (800) 383-3482