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
AMS360 serves as the essential management system that underpins your independent agency's operations. Integrated within Vertafore’s premier platform, this system empowers agencies to enhance their growth trajectories and increase profitability. By optimizing workflows, it facilitates better renewals and customer retention while simultaneously attracting new clients, leading to heightened employee efficiency and an exceptional customer journey. Save valuable time on financial management with tailored solutions that cater to your specific requirements. Timely notifications keep you informed about upcoming renewals and potential rate hikes, thereby supporting higher retention rates. The integration of the agency-carrier process via TransactNOW allows you to devote more attention to your clients. With a single sign-on feature, accessing all your Vertafore solutions becomes effortless, eliminating the hassle of managing multiple credentials. Furthermore, a comprehensive set of APIs enables seamless application integrations with AMS360, offering enhanced functionality for your agency's needs. This combination of features not only simplifies operations but also positions agencies for sustained success in a competitive market.
API Access
Has API
No
API Access
Has API
No
Integrations
Dial Your Leads
No
FurtherAI
No
Levitate
No
Nextiva
Yes
Pathway Insurance Software
No
RenewalCompass
No
Sonant
No
Synatic
No
Vonage Business
Yes
Vonix
No
Integrations
Dial Your Leads
Yes
FurtherAI
Yes
Levitate
Yes
Nextiva
No
Pathway Insurance Software
Yes
RenewalCompass
Yes
Sonant
Yes
Synatic
Yes
Vonage Business
No
Vonix
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
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
Yes
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
No
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)
No
In Person
No
Vendor Details
Company Name
Zywave
Founded
2005
Country
United States
Website
www.zywave.com/sales-cloud/agencymatrix/
Vendor Details
Company Name
Vertafore
Founded
1969
Country
United States
Website
www.vertafore.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
Insurance Agency Management
Claims Management
No
Commission Management
No
Contact Management
No
Document Management
No
Insurance Rating
No
Life & Health
No
Policy Management
No
Property & Casualty
No
Quote Management
No