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

Our agency has used Insurance Website Builder for some time now. We get many compliments on our company's website and have found it to add new information that will be helpful to our clients.Insurance Website Builder Customer
- Porter Talbot, Elevate Insurance
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ITC is the best. Have never had a problem that the staff has not been professional and easy to work with.Fan of ITC Support
- Ann Marchant, Lake Dallas Family Insurance Agency
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I hired ITC to build our rapidly growing agency a world-class online insurance office that is second to none. Quite simply, they over delivered. ITC is a first class group of cutting-edge professionals who utilize every available technology and make it work for busy agency owners. Our first organic lead came in less than an hour after the system went live. Email campaigns, smart phone apps and adaptability, customer service links and forms, text alerts/marketing, micro sites for specialty line precision lead generation and killer video. They have it all. The best part, we own it. I'd love it if none of my competitors ever hear about ITC. We now have a system that competes with carriers and captives. When it's all about the ROI, call ITC.Insurance Website Builder Customer
- Martin Gibeau, Alliance Insurance Group
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Insurance Website Builder knows what agents want because they understand the industry and what we need. Very reasonably priced, very good features, and promise to continue to improve the product makes this the best website service for insurance agencies period.Insurance Website Builder Customer
- Chris Beeler, Beeler Insurance
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Love Insurance Website Builder. It allows me to focus on what I do best.Insurance Website Builder Customer
- Robert Harwood, Harwood Insurance and Financial Services
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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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About ITC

Agency Management Made Easy

Plans & Features

General Features

ITC Blog

COMPANY INFO

AGENCY RESOURCES

HELPFUL LINKS

CONNECT WITH ITC