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
SweepBright provides a complete suite of features that enable real estate agencies of all types to be more efficient and provide exceptional customer experiences.
API Access
Has API
No
API Access
Has API
No
Integrations
Formstack
No
Nekton.ai
No
Nextiva
Yes
Stackreaction
No
Vonage Business
Yes
Wufoo
No
Zapier
No
dotloop
No
Integrations
Formstack
Yes
Nekton.ai
Yes
Nextiva
No
Stackreaction
Yes
Vonage Business
No
Wufoo
Yes
Zapier
Yes
dotloop
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
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
Yes
iPad App
Yes
Android App
No
Windows
Yes
Mac
Yes
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
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
Yes
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
SweepBright
Country
United Kingdom
Website
sweepbright.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
Lease Management
Billing & Invoicing
No
Commercial Leases
No
Contact Management
No
Landlord Database
No
Lease Classification
No
Portfolio Management
No
Property Management
No
Residential Leases
No
Retail Leases
No
Sublease Management
No
Tenant Database
No
Real Estate Agency
Calendar Management
No
Client / Property Matching
Yes
Client Database
Yes
Commission Management
No
Contact Management
Yes
Contract Management
Yes
Email Marketing
No
Flyer / Catalog Printing
No
Lead Management
Yes
Listing Management
Yes
Property Database
Yes
Website Management
Yes
Real Estate CRM
Campaign Management
No
Client / Property Matching
No
Contact Management
No
Dashboard
No
Email Marketing
No
Interaction Tracking
No
Lead Management
No
Property Alerts
No
Referral Tracking
No
Segmentation
No
Rental Property Management
Credit Check
No
Expense Management
No
Online Payments
No
Owner Portal
No
Tax Management
No
Tenant Management
No
Tenant Portal
No
Tenant Screening
No
Vacancy Tracking
No
Website Management
No