AGENCYMATE PLATFORM FEATURES

Just Imagine…

Automated lead capture in minutes.

Daily action list for each Agent at their fingertips.

Every communication is now 2-way in real-time.

Intuitive Agency performance reporting at Agent and Agency level.

Complete audit trail to analyze agency productivity and complete record of truth across all customer interactions history.

Did we mention your Agency also has the ability to work remotely anywhere at any time?

Inquire Now Free 30 Day Trial

Evergreen Platform

AGENCYMATE is a cloud Software-as-a-Service Insurance Agency solution which means you gain the benefits of an evergreen platform
with regular feature updates available to all users of AGENCYMATE.

Set up in under 3 minutes*

Solutions in one platform

Cloud Availability

Years delivering great experiences

*based on an Agency with 2 users, in a single location accessing 2 carriers.

ALL-IN-ONE AGENCY MANAGEMENT

Leads & Prospects

Auto Lead Capture & Prospect Management

Quote & compare

Smart Form Carrier Quotes & Compare

Digital Communications

Template Management & Communication Delivery

Approve & Pay

Payment Processong

Sign & Confirm

Digital Acceptance & Confirmation

Records Management

Complete Customer Engagement History

Reporting & Analytics

Report at every level, Business to Advisor to Customer

ONE PLATFORM

INFINITE POSSIBILITIES

AUTO-LEAD CAPTURE

AGENCYMATE has listened to Agents and the fundamental part of any successful Agency is Lead Management. You need leads in order to engage, convert, prosper! For this reason, AGENCYMATE provides website lead form integration inbuilt to automatically capture leads directly to the AGENCYMATE platform into your Agency lead sales funnel.

AGENCYMATE speeds up the lead response time even further by auto-allocating leads to Agents to action straight away. This ensures guaranteed service response.

Furthermore, Lead Management is all governed by workflow.

CUSTOMIZABLE WORKFLOW

AGENCYMATE helps you to determine how you want your business to run in order to optimize and automate business processes through workflow automation and AI/machine learning. This helps teams focus on core business actions to respond quickly to leads and every step of the sales cycle, to convert and win!

AGENCYMATES hands you the starting blocks with inbuilt best practices workflow, however, we understand that every Agency is unique, and that is why we enable you to customize your core business process workflows from:

Lead nurture workflows
Individual team member action lists
Communication workflow

That’s just to name a few…

Smart Download capability

As part of making your Agency deliver fast carrier quotes to your prospects and customers, AGENCYMATE provides seamless integration of carrier quotes and supporting documents straight into the AGENCYMATE platform.

The best bit? We even collate all document into sequential order ensuring your team always have consistent quote and policy information, to ensure your customer is always fully informed.

Real-time Communications

AGENCYMATE has full communication & delivery capabilities across all core Agency business functions.

Full communications package includes:

Day to day in platform conversations between your team
Lead nurture communications
Quote correspondence including inbuilt digital signatures
Policy reminders and alerts
Email Marketing

Traditionally an Agent has to think about which communications come from what platform, such as; AMS, CRM, Email Marketing, eSignatures, Outlook. AGENCYMATE eliminates that challenge and empowers you with a robust compliant all-in-one communication platform.

MORE GREAT FEATURES OF AGENCYMATE

Fastrack Carrier Quotes

AGENCYMATE provides fast, Machine Learning-based quote generation with smart eDoc collation management. Agencies can re-issue documentation to a prospect or client with the eDocs separated and will automatically re-order the quote pack. Also using the inbuilt print driver as a digital scanner reduces the need to manually scan documents – save, paper, save money, save time!

Data Sovereignty, Security & Privacy

Data Sovereignty, Security, and Privacy are the cornerstone of AGENCYMATE’S offering with certified business practices and partners such as Microsoft Azure combined with a fully automated platform including data backups and recovery ensuring your business is always online and available.

Automated Sales & Service Reminders & Alerts

AGENGYMATE Task Manager is essentially an extension of your sales team, it helps drive performance by setting a path for your team to follow. Sales and service updates and reminders can even be conveniently set using the collaborative workflow framework.

Real-time Reporting

At any point in time Principle and individual Agent can monitor performance instantly, outlining activities performed and tasks pending, policy status, the number of active leads both won versus lost and revenue comparison year on year. Principle Agent owner can also report on all agency locations’ status and achievements, in addition to identifying opportunities for continuous improvement.

Unrivalled Platform Performance

AGENCYMATE 100% cloud SaaS subscription-based Agency Management platform accessible via a browser on any device. The comprehensive platform delivers ‘anytime, anywhere access’ enabling your Agency to always be operational 24/7.

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AGENCYMATES Training & Support

Both Online and Virtual underpinned with Real People available to help with any question. We call them your Agency Mates!

AGENCYMATE features support Agents across all aspects of their business from lead nurture, sales conversion to agency management and reporting. The ultimate all-in-one Agency solution.