Agency Matrix Features

Tracking and reporting various financials

Storing and organizing client contact information

Calculating and administering percentages of policy premiums to be paid to sales representatives on closing a deal

Organizing sales representatives' pipelines and tracking the sales process

Compiling visual representations of various types of data

Processing credit card and bank payments

Accessing and sending emails via the platform

Assigning tasks to employees in order to organize and track productivity

Organizing and processing customers' insurance claims

Maintaining policy and customer information

Creating and organizing insurance invoices and payment receipts

Sending electronic documents to clients to sign and return electronically