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.

Taking the Fear Out of Selling Workers’ Comp

Jun 1st, 2018 9m 12s

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 compli

It's all about MOPFI!

Jun 10th, 2017 17m 29s

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 incorporat

Hiring Quality Employees

Dec 7th, 2016 16m 51s

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 goo

Branding

Mar 8th, 2016 13m 55s

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

The Importance of a Mobile Website

Jul 15th, 2015 12m 51s

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.

Importance of Having a Good Website

Apr 22nd, 2015 15m 10s

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.

Automated Workflow

Mar 25th, 2015 11m 1s

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 a

How to Prevent Theft in Your Insurance Agency

Nov 17th, 2014 18m 3s

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”

Importance of Automation

Oct 26th, 2014 16m 49s

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

Importance of Downloads

Sep 16th, 2014 7m 41s

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.

End of Day Procedures

Feb 26th, 2014 21m 14s

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 th

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