Agency Matrix Management System

Crys

New Member
16
Hello Insurance Friends: Does anyone use Agency Matrix Management system? If so, what are the pros and cons for this system. Is it a good system for a new small agency?
 
We use it religiously. It's been ideal for our agency and has allowed us to accomplish things much quicker then without. I really have not found any cons in using it but keep in mind this is the first agency management system we've used so we don't have much to compare it to. However, when comparing it to how we operated without it, it's been a God send. The staff at Agency Matrix have also been wonderful to work with!

Hello Insurance Friends: Does anyone use Agency Matrix Management system? If so, what are the pros and cons for this system. Is it a good system for a new small agency?
 
Hi RJT: What line of insurance do you sell? Also is matrix able to do company interface/download policy info from the carrier into your system?
 
Hi RJT: What line of insurance do you sell? Also is matrix able to do company interface/download policy info from the carrier into your system?

We are multi lined. They will download from the carriers but we've not utilized that option yet.
 
Back
Top