Management made easy

Plans & Features

Some of the key features available in Agency Matrix include the following


General Features	Business	Performance
100% Cloud-Based System
Import/Export Customers & Prospects
Automated Reporting
Sweep Tracking & Reconciliation
Telephony Integration
Premium Finance Center
X-Date Tracking
Accounting Reports
Unlimited Documents and Storage
Rolodex
Employee End-of-Day Tab
Hyperlink to Insurance Company
Mail Label Processing
Company Announcements
Custom Fields
Forms Upload
Letter Blasts
Alert Fields
Multi-Office Customization
Task Management
Time Clock
Scan Now
Petty Cash Tracking
Carrier Downloads
eDoc and eMessage Download
Dashboard
Email Blasts
Drag-and-Drop Attachments
Bank Deposits & Reconciliations
ACORD Forms
Commission Reconciliation
Text Blasts
Custom Workflow
Automated Marketing
General Ledger
Batch Barcode Scanning
Task Calendar
Agent Dashboard
Taxes
Customer Types
Marketing Bridge
Submissions Generator
File Locker
DocMatrix
Speech-to-Text Notes and Tasks
Texting
Independent Brokers

- Included
- Optional (Additional Costs Apply)

ITC Blog

Overall, I’m very pleased with the style and design of my new website, mobile site, and their functionality. Looking forward to adding more features in the near future. The team is awesome to work with!Insurance Website Builder Customer
- Celeste Montgomery, Montgomery Agency & Associates
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I originally cancelled my Insurance Website Builder Basic website because I was promised greater traffic and marketing tools like newsletters. I switched back because ITC is solely focused on the insurance industry while the company I left them for is not. My previous website had content about the mortgage industry, which I couldn’t remove. They ended up being too much trouble so I switched back to ITC and Insurance Website Builder for a Gold website with the SEO features and marketing tools like newsletters and free report marketing. ITC and Insurance Website Builder are dedicated to helping insurance agencies, and it shows in the quality of my website.Insurance Website Builder Customer
- Jim Nicholson, Nicholson Insurance Agency
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ITC's Agency Buzz has been simple to initiate, and the support on the back-end has been wonderful. I had enough on my plate as a start-up insurance agency and did not have the time to write up a newsletter or worry about emailing my prospects. AgencyBuzz handles it all for us. I see the newsletters in advance so I can approve them and don’t have to worry about them getting delivered. It allows us to focus our time on making sales and serving our clients.AgencyBuzz Customer
- John Rowley, Angle Planning Concepts, LLC
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I can't believe how much time was wasted before TurboRater by having to bridge to every single company and never being able to save quotes. We could never go back!TurboRater Customer
- Linda Kennedy, BlueSky Insurance Agency, Inc.
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ITC's technical support is great, and we are glad whenever we have a problem we can count on them to fix it for us.Fan of ITC Support
- Victor Cooper, CooperInsures
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1415 Halsey Way, Suite 314 | Carrollton, TX 75007 | Phone: (800) 383-3482

1415 Halsey Way, Suite 314 | Carrollton, TX 75007
Phone: (800) 383-3482

Mon-Thurs	7:30am-6pm CST
Friday	7:30am-5pm CST

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