End of Day Procedures

Inside the Agency

The end of day procedures can seem very hectic when your office has taken a lot of transactions for the day that include cash, checks, money orders, and credit cards. Trying to reconcile it all can seem like a huge task, but when you use all the tools in Agency Matrix, closing out the day can be a lot simpler than you think. In this Inside The Agency webinar, we are going to talk about just that, using the right tools in Agency Matrix insurance agency software to make your job a whole lot easier.