Agency Matrix News

News and updates on Agency Matrix products.

  • Reducing Risk Exposure

    Risk exposure should be top of mind for all insurance agencies. Learn how to the take active measures to protect your business from bad employees.

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  • Grow Personal Lines Insurance Sales through COI and CRM

    Grow Personal Lines Insurance Sales through COI and CRM

    Connecting with Centers of Influence can positively affect your lead acquisition. Insurance agents share prospects with realtors, loan officers, title agents, etc. Why not team up for mutual success?

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  • Important Changes to ACORD Licensing in 2020

    Important Changes to ACORD Licensing in 2020

    ACORD has recently making changes to its licensing model for forms. As of January 1, 2020, agencies are required to have a direct licensing relationship with ACORD.

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  • Coronavirus Resources for Insurance Agents

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  • Agency Matrix Releases Version 7.6

    Agency Matrix Releases Version 7.6

    Agency Matrix is excited to announce the release of v7.6. This upgrade introduces new features in ACORDs, Downloads, Emails, Tax Calculations & Marketing.

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  • Agency Matrix Virtual Employee

    Agency Matrix Virtual Employee

    With the Virtual Employee, you can create unlimited automations to improve prospect and customer relations, while streamlining the operations of your agency.

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  • Marketing at Large

    Marketing at Large

    Get Out of the Office. Make Some Friends. Sell Some Policies.

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  • Your Agency Isn't Generic. Why is Your Website?

    Your Agency Isn't Generic. Why is Your Website?

    Our agency website development starts with professionals who understand the technical, creative and marketing ins and outs, AND the insurance industry.

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  • Why Your Insurance Agency Needs an Agency Management System

    Why Your Insurance Agency Needs an Agency Management System

    The right agency management software brings order and sanity to your independent insurance agency with a complete view of tasks, sales, agent activities and account information.

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  • Maximizing Your AMS Investment

    Maximizing Your AMS Investment

    Your independent insurance agency requires effective management software. Agency Matrix's robust suite of automated administrative and CRM tools will help make your agency as profitable as it can be.

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  • Agency Matrix Releases Version 7.5

    Agency Matrix Releases Version 7.5

    Agency Matrix is proud to announce the release of v7.5. This upgrade introduces some serious improvements to the user interface, further streamlining agency management processes.

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  • You Can't Afford to Miss Out on Automated Marketing

    You Can't Afford to Miss Out on Automated Marketing

    Automated marketing is a critical to your Insurance Agency Management Software. It's a huge time saver and plays a vital role in developing prospects, nurturing leads and keeping customers engaged.

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  • Women in Insurance

    Women in Insurance

    The number of women entering—and dominating—the insurance business just keeps climbing.

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  • Navigating the Drone Zone

    Navigating the Drone Zone

    Minding your drone business. Insure before you fly.

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  • Winning With Workers' Comp

    Winning With Workers' Comp

    Workers' Comp is bursting with opportunities for the motivated insurance agent—IF they have the information they need. Learn how to make your services more competitive.

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  • The Art of Boosting Sales

    The Art of Boosting Sales

    An email blast is sending out an ad of your company without your customer’s consent. Agency Matrix’s email distribution software allows you to execute email campaigns effortlessly.

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  • How to Crush Competition by Obtaining More Customer Reviews

    How to Crush Competition by Obtaining More Customer Reviews

    It’s time to get innovative and leave your competitors in the dust! To get ahead in the insurance industry, you need to gather reviews. In this day and age your customers are tech savvy, so they will

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  • How to Communicate with Insurance Clients During Emergencies

    How to Communicate with Insurance Clients During Emergencies

    How to communicate with insurance clients during emergencies like hurricanes. Learn how to step up for your customers when it counts. Agency Matrix insurance management software keeps it manageable.

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  • Top 5 ways to instantly step up traffic to your website

    Top 5 ways to instantly step up traffic to your website

    One of the most persistent problems of many business owners, is the ability to drive traffic to their website. Even some of the best designed websites have trouble getting traffic.

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  • How bad accounting practices can bring down your agency

    How bad accounting practices can bring down your agency

    Many of the business owners lack either knowledge or the experience required to run insurance agency accounting. There is nothing worse than being in the dark about having a bad accountant who doesn’t

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  • 3 ways you can use your mobile device to prevent fraud in your company

    3 ways you can use your mobile device to prevent fraud in your company

    social media can benefit you in more ways than one. As we all know millions of people worldwide make their social media public for everyone to see. The chances of finding your claimant’s social media

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