Lessons
Sign In
Agency Matrix Setup for Admins
121 min
Course Overview
Quick Wins Series
How to add an office
2 min
Adding products and carriers
7 min
Adding Employees
5 min
Adding policy types
2 min
Employee permissions
2 min
Watch the Recording
Play
45 min
Additional Training
Agency Matrix's Website Plug-in
15 min
Agency Matrix Post-Conversions
20 min
Texting Registration & Functionality
6 min
Merge Duplicate Accounts
2 min
DocMatrix and Agency Matrix
10 min
DocMatrix - Additional Resources
5 min
Adding policy types
