Insurance agency management system from Agency Matrix, LLC.

About Agency Matrix

Agency Matrix is an insurance agency system designed to help businesses improve efficiency and productivity. Independent agents can pick from a variety of plans that meet their business needs and upgrade as their business grows. In addition to the agency management systems, other solutions from Agency Matrix include an Insurance Rater, DocMatrix, and LeadMatrix.

Video Overview

Features

  • Custom Workflows
  • Comparative Rater
  • eSignatures
  • CRM
  • Communication Tools
  • Automated Marketing
  • Automated Reports
  • Lead Integration
  • Website Integration
  • And More.

Pricing

Agency Management System Prices

Plan Base Price Setup Costs
Lite $69/month/office $199
Gold $129/month/office $399
Platinum $179/month/office $499
Diamond $289/month/office $599
Enterprise $419/month/office $599

Each plan includes up to 15 users. Available features may vary based on the plan selected. Add-ons available at an additional monthly cost. Conversion from an existing database costs an additional $399 (on average). Multi-office discounts are available.

Comparative and Online Rating Prices

Plan Price
Single Office $80/month
Multi-Office $140/month
Digital Office $139/month

DocMatrix Prices

Package Price
First 5 Users $49
6 to 15 Users +$9/User
16 to 30 Users +$8.50/User
31 to 50 Users +$8/User
51 to 75 Users +$7.50/User
76 to 100 Users +$7/User
101+ Users Custom Pricing

LeadMatrix Pricing

Plan Price
Gold Users $69/month/user
Platinum Users $59/month/user
Diamond Users $39/month/user
Enterprise Users $29/month/user

Product Overview

User Reviews of Agency Matrix

★★★★★
★★★★★
Submitted on August 24th, 2021 by Sharon L Austin

A bit of a let down

The Good…

It has a nice layout, but you cannot print a dec page directly from matrix which is unfortunate especially when a company website is down and we need one, and it seems to go down more than normal lately

The Bad…

When it does go down there’s no compensation on your bill and they don’t even bother to email their clients/agencies to let them know what’s going on

★★★★★
★★★★★
Submitted on August 24th, 2021 by Jaime

Agency Matrix has taken a downturn in it’s reliability. We don’t know if we’ll be able to work from day to day.

It seems anytime they do an update, the system goes down. It takes days for them to figure out the problem. This reflects bad on my agency.

★★★★★
★★★★★
Submitted on March 16th, 2021 by Drexel Drew

Since ITC acquired Agency Matrix they have lost focus. The agency doesn’t seem to be important anymore. It is good when it works. Upper management (decision makers) will not return telephone calls. They take us for granted. I suggest that agency owners explore all options. The principles that Agency Matrix was founded, don’t seem to apply with ITC.

Management will not return calls. Seems to have a lot of issues since ITC acquired them. Poor communication!

★★★★★
★★★★★
Submitted on July 19th, 2019 by Juan Contreras from Fase Insurance Group

Now with Agency Matrix it’s a lot easier. We see it all in one shot, in one screen, in one software where we can handle everything we need to do in a faster time and it lets us focus on what is really important.

★★★★★
★★★★★
Submitted on July 19th, 2019 by Ana Zavala from Velox Insurance

Agency Matrix stood out to us because of their user friendly software, and their support team is always available when you need them. We are happy to work with Agency Matrix, because they are here to grow with us.