Agency Matrix News

News and updates on Agency Matrix products.

  • 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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  • 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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  • Coronavirus Resources for Insurance Agents

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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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  • Navigating the Drone Zone

    Navigating the Drone Zone

    Minding your drone business. Insure before you fly.

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  • Agency Matrix Releases Version 7.4

    Agency Matrix Releases Version 7.4

    What an exciting year 2018 was at Agency Matrix! We successfully achieved our goal of developing and implementing a trio of updates designed to support our strategy and meet the continuing needs our c

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  • A Shining Future with Agent Alive

    A Shining Future with Agent Alive

    Agent Alive is powered by Agency Matrix, an extraordinarily powerful and money-saving management system that has revolutionized the way countless agencies do business. Experience growth like you've n

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  • Winning With Workers' Comp

    Winning With Workers' Comp

    t comes down to interest and how aggressive your insurance agents are to learn. How motivated are they to help your agency stand out? How much is it worth to their bottom line?

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  • Reducing Risk Exposure

    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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  • Discovering Excellence

    Discovering Excellence

    Agency Matrix has a large team that involves hiring salespeople, trainers, support people, and others. There are always problems that come with hiring for these positions, even at a company, let alon

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  • 2017: Agencies and Cybercrime

    2017: Agencies and Cybercrime

    Cyber-crime is a booming enterprise that is operational 24 hours a day, seven days a week, never closed on holidays. Cybercrime awareness is necessary - having dependable security is no longer option

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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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  • What do virtual driving tests and insurance software have in common?

    What do virtual driving tests and insurance software have in common?

    If you want high performance insurance software solution that can take your business from zero to success in a lot less time, take your own “virtual driving test” by requesting an Agency Matrix insura

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  • Skyrocketing HO insurance claims call for smart insurance software

    Skyrocketing HO insurance claims call for smart insurance software

    Skyrocketing HO insurance claims call for smart insurance software

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  • Is Paperless on Your Insurance Software Christmas List?

    Is Paperless on Your Insurance Software Christmas List?

    The right insurance software can greatly improve turn-around time, accuracy, and efficiency of application and other transaction processing. That’s good for you and your customers. It can also help cr

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  • Digital proof of insurance? Yes, there’s an app for that!

    Digital proof of insurance? Yes, there’s an app for that!

    Thanks to the efforts of consumer advocates, state insurance associations, and some state legislators and regulators, more and more consumers can do just that. Some state legislatures are finally gett

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  • How your Insurance Software can get you Closer to your Customers

    How your Insurance Software can get you Closer to your Customers

    If you’re not using powerful insurance software to manage your agency, you’re probably working too hard—and probably losing business to your competitors who embrace technology. To forge deeper connect

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