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Agency Matrix
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Agency Management Solution
Table of Contents
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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
Key benefits of using Agency Matrix
Streamline
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.
Marketing
Your agency and your brand are your identity. Agency Matrix provides design templates so you cay insert your agency logo and custom advertisement on every receipt you hand to a customer. Market a referral program to create new business, or market other services and coverages to compliment your existing business. It's never been this simple to do.
Knowledge
Smart business people never stop seeking knowledge. Each new grain of wisdom applied to your business is key to your future growth. You could spend thousands of dollars seeking out this knowledge from the worlds greatest business minds, but Agency Matrix brings them all to your desk top sharing some of the most valuable business skills training and insight you will ever receive.
Success
When it comes to success we know that there is nothing that can replace commitment and good old fashioned hard work. Agency Matrix’s goal is to eliminate the burdens associated with cumbersome administrative processes and give you the tools you need so that you may focus your attention on what is most important…servicing your customers and growing your business.
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
Enterprises
Midsize Businesses
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 awards
Agency Matrix alternatives
Agency Matrix
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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.
LESLIE T.
owner
James C.
owner agent
Agency Matrix integrations (6)
Top integrations
Agency Matrix customer support
What do users say about Agency Matrix customer support?
Customer support rating:
We analyzed 21 verified user reviews to identify positive and negative aspects of Agency Matrix customer support.
A number of users find customer service quick to assist and able to resolve issues efficiently.
A fair number of users report difficulty reaching support and slow or unhelpful responses to inquiries.
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
“Out of all the software systems we have used prior to Agency Matrix, this is by far the easiest to use, best value, and the customer service if there is any issue, is always on top of things and resolutions are swift.”
ROBERTA H.
Office Manager
“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
Agency Matrix has the following typical customers:
Freelancers, Large Enterprises, Mid Size Business, Small Business
These products have better value for money
Q. What languages does Agency Matrix support?
Agency Matrix supports the following languages:
English
Q. Does Agency Matrix support mobile devices?
Agency Matrix supports the following devices:
Android, iPad, iPhone
Q. Does Agency Matrix offer an API?
No, Agency Matrix does not have an API available.
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
