Agency Matrix

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Agency Matrix is an affordable, cloud-based insurance agency management software designed to streamline operations for independent agencies. It offers tools to manage clients, staff, and policies with ease and accessibility from anywhere. Known for its functionality, flexibility, and cost-efficiency, it suits both personal and small commercial lines, helping agencies achieve their business goals efficiently.

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How to Cancel Agency Matrix

To cancel your subscription to the Agency Matrix product, you need to follow these steps:

Through the Agency Matrix Dashboard

Log in to your Agency Matrix account and navigate to the subscription management section.
Locate the subscription you wish to cancel and click on it to view the subscription details.
Look for the "cancel subscription" or "cancel plan" link within the details page.
Click on this link and follow the prompts to complete the cancellation process. You may need to fill out a cancellation form.

Through Customer Support

If you are unable to cancel through the dashboard, you can contact Agency Matrix customer support directly.
Reach out via phone at (800) 383-3482 or through their support email.
Provide your account details and request to cancel your subscription. The support team will guide you through the process.

Additional Steps

Ensure you receive a confirmation email or notification from Agency Matrix confirming the cancellation of your subscription.
If you have any automated payments set up, verify that these have been stopped to avoid further charges.

For any issues or additional assistance, contact Agency Matrix support for help.

Agency Matrix

How to Cancel Agency Matrix

Through the Agency Matrix Dashboard

Through Customer Support

Additional Steps

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