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

TurboRater is very easy to use. Love it!TurboRater Customer
- Gloria Reyes, Garcia Insurance
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I use ITC for all my agency needs. From TurboRater to Insurance Website Builder, ITC has been more than a simple vendor, instead they have partnered with my agency to help me succeed. I have never worked with a better and more dedicated staff! We rely on ITC to do our SEO and PPC campaigns, but the staff there goes far beyond their scope of duties. They are always suggesting new ways to campaign and market our new venture and have helped create a complete plan for us.Insurance Website Builder Customer
- Aly Manji, La Familia Auto Insurance
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ITC technical support always goes above and beyond the call of duty so to speak. They are extremely knowledgeable in the field. Never a complaint when I have had to call you guys. Wonderful customer service always!!!!Fan of ITC Support
- Debbie Unverzagt, Best Choice Insurance of North Texas
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I like the fact that I don't have to second guess the rating. Citizens changes their rules and rates so often, and it is comforting to know I always have the up to date rates and rules.TurboStorm Customer
- Beth Martin, Coastal Community Insurance Agency
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ITC's Insurance Website Builder is a very comprehensive and easy-to-use product. It has a ton of features for you to choose from, and it's very easy to design and tailor your website to show the features that are important to you. Their customer service is always there to give you guidance and suggestions when you need help. I am happy to give a ringing endorsement for this product.Insurance Website Builder Customer
- Mark Brown, Mark Brown Insurance
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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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