Agency Management System
MAT runs the whole life of an independent agency — from the first phone call to the bound policy, the payment, the paperwork, and the renewal. In English and Spanish.
Sus clientes hablan español. Su sistema también.
Built shoulder-to-shoulder with a working Southern California agency — not in a boardroom.
88
built-in reports
production, commissions, retention, claims — every number exportable
1
flow from lead to bound
quote it, sign it, take payment, invoice it — without changing screens
2
languages, one click
every customer email and invoice message in English or Spanish
0
retyping from your rater
TurboRater quotes import from the PDF — data lands where it belongs
The Workflow
Walk-in, referral, or web lead — it lands in the pipeline with the calls, notes, and follow-ups attached. Nothing lives on sticky notes.
Enter coverage by hand or upload the TurboRater PDF and watch the quote build itself. Share it with the customer in one click.
The full signing packet — coverage disclosure, broker agreement, authorizations — generates on your letterhead, pre-filled. The customer signs from their phone.
Cash, card, check, or financed — the payment posts, the branded invoice emails itself, and the balance tracks to the penny.
Renewal reminders at 30, 15, and 7 days. Missing paperwork chased automatically. Your renewal call happens before the carrier’s notice lands.
Why agencies switch
Not a CRM with insurance stickers on it. Every screen in MAT exists because a working agency needed it on a real Tuesday.
MAT knows which documents every policy type requires — license, registration, proof of ownership — flags what’s missing, and emails the customer a branded request. Follow-up tasks create themselves.
Carrier applications, broker agreements, questionnaires, cancellations — sent for signature in one click, signed from any phone, filed automatically.
End-of-day drawer close, deposits, expenses, payables, premium finance, refunds — sixteen registers. Commission statements reconcile against your own rates, line by line.
Book of business, employee scorecards, closing ratios, pending cancels, loss ratios, quote-to-bind — every report filtered, and exported to Excel or PDF.
Owners see the agency. Managers see the floor. Agents see their book. Five roles, seventy-three permissions, and a full audit trail on every decision.
Invoice messages, document requests, and customer emails go out in English or Spanish. Your customers read their language — your team works in one system.
For your team
The owner builds the agency, the manager runs the floor, the agent builds the book — and each one logs into a system shaped around their day.
THE OWNER
THE MANAGER
THE AGENT
Reports
Eighty-eight reports cover production, retention, commissions, claims, and cash — every one filtered by office, agent, and date, every one exportable. Agents see their own numbers; owners see everything.
Trust
Five roles and 73 permissions decide who sees what. An agent can’t wander into payroll; an office can’t see another office’s book.
Payment authorizations generate on-device into the signed packet. Card and bank numbers are never stored on our servers.
A full audit trail logs every permission decision and sensitive change — who, what, when, from where.
Invoices, receipts, signing packets, and document requests carry your agency’s letterhead — not ours.
“We didn't design MAT in a boardroom. It was built inside a working agency — every screen argued over by the people who'd use it the next morning, in the languages their customers actually speak.”
A 30-minute walkthrough with your own workflow — leads, quoting, binding, payments, and the morning-after reports.