Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
To enhance efficiency, productivity, and sales, your agency requires a top-tier agency management system. As an independent insurance agency, it is crucial to have access to an advanced management system equipped with state-of-the-art technology, a user-friendly interface, and exceptional support. Agency Matrix is dedicated to providing insurance software solutions tailored to these needs, facilitating your attainment of business objectives. Managing an agency doesn't have to be complicated; Agency Matrix streamlines processes by minimizing the time spent on tasks such as tracking x-dates, generating accounting reports, managing sweep tracking and reconciliation, and delivering client services. This optimization allows you to concentrate more on boosting your production levels. Additionally, with features like automated reporting and telephone integrations that instantly open a client's account based on their incoming phone number, you can save both time and resources, ensuring your agency operates at peak performance. Embrace the future of agency management with solutions designed to simplify your workload and enhance your overall business effectiveness.
Description
Businesses worldwide enhance their sales, boost revenue, and cultivate enduring relationships through top-tier sales CRM and cloud phone solutions by Inperium. Accelerate your sales processes and maximize revenue by effectively connecting with your contacts, streamlining sales team operations, and leveraging actionable data for informed decision-making. Equip your small to medium-sized business with an efficient cloud-based phone system to seamlessly handle incoming calls and foster robust customer relationships. Our philosophy centers around listening to our clients, and we prioritize transforming their feedback into new product features swiftly. With a commitment to innovation, we embrace cutting-edge technologies to achieve our aspirations with sophistication. Our expertise is matched by our dedication to continuous learning, and we prioritize transparency, trust, and a friendly approach in all our interactions. Our effort to build lasting loyalty among customers is unwavering, as we believe that trust is the cornerstone of successful business relationships.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Nextiva
No
Vonage Business
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$24.99 per user per month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Zywave
Founded
2005
Country
United States
Website
www.zywave.com/sales-cloud/agencymatrix/
Vendor Details
Company Name
INPERIUM
Founded
2019
Country
United States
Website
www.inperium.com
Product Features
Insurance Agency Management
Claims Management
No
Commission Management
Yes
Contact Management
Yes
Document Management
Yes
Insurance Rating
No
Life & Health
Yes
Policy Management
Yes
Property & Casualty
Yes
Quote Management
Yes
Product Features
CRM
Calendar/Reminder System
No
Call Logging
No
Document Storage
No
Email Marketing
No
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
No
Territory Management
No