Sales Resource: Agency Matrix Lite - Next Wave Marketing StrategiesEveryone knows that for a sales process to work, it must be carefully managed. The problem is that if you are a small agency, your sales staff may be overwhelmed trying to bring in new business and may let vital matters like insurance billing and invoicing slide.

Meet Agency Matrix Lite

Agency Matrix Lite is a web-based sales resource that can take care of payment processing, follow-up notes, invoicing, thank you letters, and the ability to import leads and prospects at the touch of a button.

The “Lite” system, recommended for small companies, is available for a one-time set-up fee of $399. After that, access to the system costs $39 per month or $199 per year. The fee is per company and not per user, and there are no long term contracts.

In addition to the Lite system, Agency Matrix also offers Gold and Platinum systems which include extra features like unlimited photography uploads, custom letters, and a task management tool.


  • Get Weekly Sales Tips

  • This field is for validation purposes and should be left unchanged.

Why Use Agency Matrix

There are several reasons why Agency Matrix is a valuable sales resource. It allows you to start small and also has the capacity to grow with you as your company’s needs and options increase.

Because Agency Matrix uses a cloud-based system, you don’t have to worry about installing software or trying to meet minimum system requirements if your computer system is older. You also don’t have to worry about using too much memory on your system. The Lite program offers an unlimited database for clients. It will function efficiently no matter how many clients you acquire.

Another advantage of cloud-based management is that it isn’t tied to any one computer. If your insurance agents can access the Internet, they can access the database to answer client questions or to schedule sending out invoices.

Getting Started

Getting started with Agency Matrix is quick and easy. The company offers you a free trial, which you can redeem online – – or by telephone at 1-877-824-8555. Although the system is intuitive to use, free customer support and online training videos are available.

If you’ve been struggling with meeting your business needs while taking care of your customers, Agency Matrix Lite may be just the answer you are looking for.

About Troy Wilson

Troy is the CEO and founder of Aged Lead Store. He has been in the lead generation industry for over two decades. His blog posts focus on how to refine your sales process and get the most out of your insurance leads, mortgage leads, and solar leads.