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Average Ratings 0 Ratings
Description
To enhance efficiency, productivity, and sales, your agency requires a top-tier agency management system. As an independent insurance agency, it is crucial to have access to an advanced management system equipped with state-of-the-art technology, a user-friendly interface, and exceptional support. Agency Matrix is dedicated to providing insurance software solutions tailored to these needs, facilitating your attainment of business objectives. Managing an agency doesn't have to be complicated; Agency Matrix streamlines processes by minimizing the time spent on tasks such as tracking x-dates, generating accounting reports, managing sweep tracking and reconciliation, and delivering client services. This optimization allows you to concentrate more on boosting your production levels. Additionally, with features like automated reporting and telephone integrations that instantly open a client's account based on their incoming phone number, you can save both time and resources, ensuring your agency operates at peak performance. Embrace the future of agency management with solutions designed to simplify your workload and enhance your overall business effectiveness.
Description
Rocket Referrals ensures that your clients remain loyal, make additional purchases, and spread the word to their friends. There are no contracts or setup fees involved, allowing you to discover both satisfied clients and those at risk of leaving. You’ll receive alerts when clients express dissatisfaction, enabling you to preserve those valuable relationships. Regularly gather feedback to track client sentiment over time using NPS, while our AI efficiently organizes this feedback to guide your improvements. You can automate client communications, deciding how much control you want—whether to set everything on autopilot or to review messages before they are sent. Quickly craft personalized messages and email marketing campaigns, and utilize pre-made automations and templates for cross-selling insurance. Send thoughtful handwritten notes just like grandma used to do, and connect with clients in innovative ways through Rocket Connect. Effortlessly text your clients while remaining compliant with TCPA regulations, and ensure rapid responses to both clients and potential customers through web chat features. There’s never been a better opportunity to enhance your client engagement.
API Access
Has API
API Access
Has API
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$2 per employee per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Zywave
Founded
2005
Country
United States
Website
www.zywave.com/sales-cloud/agencymatrix/
Vendor Details
Company Name
Rocket Referrals
Founded
2013
Country
United States
Website
www.rocketreferrals.com
Product Features
Insurance Agency
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management
Product Features
Insurance Agency
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management
Referral
Affiliate Marketing
Campaign Management
Contact Management
Employee Referral Management
Feedback Management
Lead Engagement
Loyalty Program
Referral Tracking
Rewards Management