Importance of Automation

Inside the Agency

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.