Plans & Features

Some of the key features available in Agency Matrix include the following

General Features

Business
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)



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