Agency Matrix Releases Newest Upgrade Feature Allowing Agents to Download Customer Data From Insurance Companies
“Downloads was another major feature that our insurance clients requested and we committed to delivering” states
Agency Matrix is a
The Download feature in Agency Matrix is the automated process of receiving current and up to date data from the insurance companies into the management system customer files, and is pivotal for many insurance agency offices. The process allows data to be reconciled daily and in-sync with what the insuring company records reflect. It may further allow for more accurate reporting, renewal of policy functionality and commission reconciliation as allowed by the management system.
“Agency Matrix main goal here was to offer our agents a basic download feature option for those that requested and needed it,” states
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Read the full story at http://www.prweb.com/releases/2011/4/prweb8342103.htm



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