User Training

This 40-minute, pre-recorded training webinar is for all Agency Matrix users. You can use this as a refresher from  your one-on-one training or if you've added a new employee. In this webinar, you'll learn how to...

  • Add or find a client
  • Add policies
  • Upload attachments
  • Create and manage tasks
  • And more!

 

To view the Agency Matrix training library, click here. If you have questions about this or our other training webinars, please join our live Q&A webinar. Click here to see upcoming dates and times. 

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Agency Matrix Setup for Admins
Agency Matrix Setup for Admins

Click to watch a recording of the Agency Matrix set up for admins.

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Reporting
Reporting

Click to learn how to pull and schedule reports in Agency Matrix.