Inside the Agency

In this episode we'll chat with Grant Miller about his enterprising new product, Agent Alive. With this tool, local agencies can increase their books of business to compete with nationwide carriers and still maintain their personal touch.

A discussion with Steve Petty from Insured Solutions. Having over 44 years of experience in Workers Compensation, Steve offers insights into why and how independent agents overcome the fear of writing Workers Comp policies, despite their complicated nature. Insured Solutions can be reached at 877-213-1999 or via their website at https://www.insuredsolutions.net/.

Here at Agency Matrix, we work hard to give you the knowledge you need so that you can manage your business successfully and efficiently. Knowledge is power and power is success! Running an insurance agency can be challenging, but by incorporating MOPFI into your day-to-day business operations, you can increase your agency’s revenue by at least 30%.

One of the most challenging task as a profitable business owner is finding that right person to hire. It’s not always easy, and at times it can be very time-consuming and costly if you hire the wrong person. Hiring the right person, who’s a good fit for your company, doesn’t have to be as complicated as some make it out to be. Agency owners who are successful in hiring high-quality candidates, focus on finding people in the most unique places.

A brand is more than a logo. A brand lives and evolves in the minds and hearts of potential clients. It’s a fostered set of emotions and ideas consumers associate with your company. With the infinite number of choices offered to consumers these days, many companies are looking for unique ways to connect emotionally with consumers.

With the advances in smartphone technology, the importance of having a mobile website is larger than ever. Having one is the best way to continue to secure growth in business.

Having a strong insurance agency website reflects you as a business owner and your professionalism. It can also drum up extra business from clientele who like to search online, and it allows you to do business outside your normal area.

By using automated work flows the system will automatically assign task to employees after an action happens in the system. For instance, someone adds a new home owner's policy into Agency Matrix, the insurance management system automatically assigns a task to a particular user to go to the home and take photos. Automated workflow helps to save time and to make sure things do not fall through the cracks.

Thefts of Opportunity, as most like to call it, is when a loop hole(s) in your security procedures allows a window of opportunity for theft to happen. Without proper security tracking, it is very easy to provide an environment of “Opportunity” for an employee to commit fraud, steal money for monetary gain, and so forth.

Agency Matrix has developed and implemented an automated marketing feature built right inside the insurance management system. With this feature, you can automate your office by allowing Agency Matrix to do more of the back end work so you can focus on the the things you do best, sales! With the automated marketing feature, you can automatically send out Letters, Emails, and Text to remind people of an upcoming renewal, a due date, or to wish your customer a Happy Birthday. Automated marketing also allows you to set up work flows to remind employees to handle certain task the minute a certain activity happens. It's like having a full time employee doing all the things that you may not be doing.

Agency Matrix has developed the technology to take a CSV file and convert it to an AL3 file. Companies that do not offer downloads through an AL3 file can now offer downloads using a simple CSV file.

The end of day procedures can seem very hectic when your office has taken a lot of transactions for the day that include cash, checks, money orders, and credit cards. Trying to reconcile it all can seem like a huge task, but when you use all the tools in Agency Matrix, closing out the day can be a lot simpler than you think. In this Inside The Agency webinar, we are going to talk about just that, using the right tools in Agency Matrix insurance agency software to make your job a whole lot easier.