Agency Matrix Software
6 Reviews 3.5/5 ★ ★ ★ ★ ★A web-based insurance agency software integrating accounting, HR, and project management.
Product Overview
Agency Matrix is an insurance agency software that delivers real-time access to customer data, policies, payments, and more. It offers claims, commission, contact, document, and insurance policy management. Additionally, Agency Matrix provides commission tracking for different insurance carriers. The platform can even assist in automated marketing, like email campaigns, reminders, and follow-ups.Pros
- Design templates for agency branding
- Custom advertisements on receipts
- Affordable pricing
Cons
- Support can be difficult to reach
- Users report loading problems after software updates
- Complex setup
Target Market
Freelancers, SMBs, and large enterprises needing an integrated platform for financial management and customer relations.Video Overview
Features
- Custom workflows
- Comparative rater
- eSignatures
- CRM
- Communication tools
- Automated marketing
- Automated reports
- Lead integration
- Website integration
- x-date tracking
Pricing
NOTE: Zywave does not currently have public pricing information for Agency Matrix. These figures are from former public pricing plans, but businesses can still expect to pay a similar amount.
| 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 |
Product Overview
Developer Overview
Related Products
User Reviews of Agency Matrix
Write a Review
- Insurance
Poor communication!
Management will not return calls. Seems to have a lot of issues since ITC acquired them. Poor communication!
Pros
Since ITC acquired Agency Matrix they have lost focus. The agency doesnt seem to be important anymore. It is good when it works.
Cons
to many off line
A bit of a let down
A bit of a let down
Pros
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
Cons
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
- Insurance
- 1-10 employees
- Annual revenue $0-$1M
Agency Matrix has taken a downturn in it's reliability
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.
Cons
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.
Management will not return calls
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.
Cons
Management will not return calls. Seems to have a lot of issues since ITC acquired them. Poor communication!
Agency Matrix Review
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.
Agency Matrix Review
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.
