Agency Matrix
Boost Sales Productivity.
Overview
Agency Matrix is a web-based agency management solution that provides tools for client and policy management, document management, accounting, and reporting. It aims to increase efficiency and revenue by automating tasks such as x-date tracking, reporting, and client communication. The system is accessible from any internet-connected device.
✨ Key Features
- Client Management
- Policy Tracking
- Document Management
- Automated Workflows
- Reporting and Analytics
- Email and Text Integration
- Accounting Integration
🎯 Key Differentiators
- Deep integration with ITC TurboRater for a seamless rating workflow
- Affordable pricing with multiple tiers
- Simple, browser-based interface designed for ease of use
Unique Value: Offers a simple, affordable, and fully integrated agency management and rating solution for independent agencies through its connection with TurboRater.
🎯 Use Cases (4)
✅ Best For
- Centralizing client and policy information for easy access
- Automating reporting for insights into agency performance
- Streamlining communication with telephony integration
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Some users report it can be cumbersome for commercial insurance tasks.
🏆 Alternatives
Agency Matrix provides a more tightly integrated AMS and rater experience than combinations from different vendors, which can be a significant workflow advantage for agencies using the ITC suite.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Phone Support
- ✓ Dedicated Support (NA tier)
💰 Pricing
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