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Agency Matrix
5
39
4
29
3
14
2
11
1
11
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Agency Management Solution
Table of Contents
Is this product right for your business?
Find out with a
Agency Matrix - 2026 Pricing, Features, Reviews & Alternatives
All user reviews are verified by in-house moderators and provider data by our software research team. Learn more
Last updated: March 2026
Agency Matrix overview
What is Agency Matrix?
Agency Matrix's solution provides easy-to-use automation and a user-friendly interface to eliminate much of the burdensome processes associated with your business. Every client, every policy, every form, every endorsement, payment, image, and report you could ever need or want is just a click away.
Agency Matrix has all the tools you need to stay organized, paperless and in tune with your business.
Home Page
Customize with your agency logo
Write office notes to staff
Staff time in feature
Locate the nearest office for your clients
Customer Detail
Easy access to customers
Automated address correction
Print customer letters in seconds
Unlimited photo & document upload
Quick link to insurance company
Starting price
Alternatives
with better value for money
Pros & Cons
Customization
Agency Management
Policy Management
Email Management
Payment Processing
Communication Issues
Agency Matrix’s user interface
Agency Matrix pros, cons and reviews insights
To determine these pros and cons insights, we analyzed responses from
Overall rating
Value for money
3.7
Features
3.4
Ease of use
3.6
Customer support
3.4
Reviews sentiment
What do users say about Agency Matrix?
I have been with Agency matrix for 15 years - I recently switched mainly because the support once ZYwave purchased went to Zero - really if you don't believe me try calling them 1-800-456-2074 or email them support@zywave
Select to learn more
Who uses Agency Matrix?
Based on 104 verified user reviews.
Company size
Small Businesses
Midsize Businesses
Enterprises
Top industries
Use cases
Agency Matrix's key features
Most critical features, based on insights from Agency Matrix users:
All Agency Matrix features
Features rating:
Agency Matrix alternatives
Agency Matrix
Starting from
No pricing info
ePayPolicy
Starting from
25
Per month
Jenesis Software
Starting from
50
/user
Per month
Applied Epic
Starting from
1000
One-time payment
Agency Matrix pricing
Value for money rating:
Starting from
No pricing info
User opinions about Agency Matrix price and value
Value for money rating:
To see what individual users think of Agency Matrix's price and value, check out the review snippets below.
Kaitlyn M.
Account executive
Kaitlyn M.
Account executive
Agency Matrix integrations (6)
Integrations rated by users
We looked at 104 user reviews to identify which products are mentioned as Agency Matrix integrations and how users feel about them.
Integration rating: 5.0 (1)
“Jenesis handles my agency fine, but for multiple agencies I'd trust Agency Matrix”
Marcus E.
Principal Agent
Other top integrations
Agency Matrix customer support
What do users say about Agency Matrix customer support?
Customer support rating:
We analyzed verified user reviews to identify positive and negative aspects of Agency Matrix customer support.
A fair number of users say customer support is quick to respond and resolves issues efficiently when contacted.
A number of users report difficulty reaching customer service, slow email replies, or unhelpful support interactions.
Support options
Training options
To see what individual users say about Agency Matrix's customer support, check out the review snippets below.
“It has taken a little time and practice to really get comfortable with the system but any time I've had to reach out to customer service with an issue, they have been very quick to assist and usually are able to resolve any issue I have.”
Brittany D.
Insurance Agent
“Any time I have had to call for support, everyone has been very helpful and courteous.”
Donna B.
Office Manager/Agent
“I have trouble getting customer service on the phone & replies to my emails to support are slow, that is, if I get a response.”
Monica M.
Owner
Agency Matrix FAQs
Q. Does Agency Matrix support mobile devices?
Agency Matrix supports the following devices:
iPad, iPhone, Android
Q. What level of support does Agency Matrix offer?
Agency Matrix offers the following support options:
Phone Support, FAQs/Forum, Email/Help Desk, Knowledge Base, Chat
