Inside The Agency offentlig
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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.insured…
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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%…
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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…
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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.…
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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 tim…
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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.…
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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 se…
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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 Agen…
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