Agency Matrix

Point of Contact: Courtney Cooper, Marketing Manager
Available Services: Independent Insurance Agency Management Software Solutions

Agency Matrix is the insurance management system your agency needs to boost efficiency, productivity and sales … with prices and features the others can’t touch.

Leading today’s independent insurance market with cutting-edge technology, we are committed to delivering insurance software solutions that will help you reach your business goals.

By simply aligning our mission with the goals of the independent agent, Agency Matrix is able to provide simple, easy-to-use insurance agency management systems for the efficiency and effectiveness that agents need to focus on what is most important to them: servicing and growing their book of business.

Our cloud-based solutions include carrier downloads, lead management, submissions, GL, custom workflows, eSign, paperless document management, CRM, telephony integration, consumer portal, website design, eDocs and messaging, automated marketing, ACORD forms automated and custom reporting and so much more.