Agency Matrix Pricing, Features, Reviews & Comparison of Alternatives

Agency Matrix

Agency Management & Automation Solution

3.8/5 (90 reviews)

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

Pricing

Starting from
$69/month
Pricing options
Subscription
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States, Canada, Mexico

Supported languages

English
Agency Matrix screenshotAgency Matrix Diamond Automated Marketing

Agency Matrix reviews

Value for money
Features
Ease of use
Customer support
  3.9
  3.5
  3.8
  3.5
Mark Solomon

Current user

Used daily for 1-2 years
Reviewed 2020-06-02
Review Source: Capterra

It is better than what we had but not as good as what I had hoped for

Pros
The overall system is fairly easy to use. There are some functions that are user friendly. You would hope that the systems would work much like the usual systems business people are used to in daily business.

Cons
The fact that the email and custom letter features are not compatible with usual business systems like Outlook or Word makes it difficult. A great deal of repetitive entry. Drop down boxes that do not relate to what you would think multiple entries to get to the system to work.

Response from ITC


Hi Mark,

Thank you for your review. Your feedback is very important to us.

Your feedback about compatibility issues have been passed along to our product team. We would love the opportunity to help resolve any issues you may be having. Would you like a technical support representative to reach out?

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 8/10

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Annette Brand

Good Value

Used daily for 2+ years
Reviewed 2020-06-05
Review Source: Capterra

When I started my agency , I had experience with several different agency management systems, most were out of my price range as a new startup. I researched several and found Agency Matrix on line. The functions and price fit my needs very well. I have been using them for almost 7 yrs and I am very pleased. I have recommended this system to many of my fellow agents and most have signed up.

Pros
Easy to use platform, Cloud storage and backup, can access from multiple devises and locations.

Cons
I have to add products and companies for each carrier. would be nice if I only had to enter a company and products once and be able to add to different carriers /mgas.

Response from ITC


Hi Annette,

Thank you for your review.. Your feedback is very important to us.

Your concerns have been passed on to our product team. Are there any additional questions or concerns that you might have? If so, we would love the opportunity to address them as soon as possible. Would you like a customer support representative to reach out to you?

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Amy Ott

Great for new agency with a smaller budget.

Used daily for 2+ years
Reviewed 2020-06-09
Review Source: Capterra

Agency matrix has been great for our Agency. In the beginning they were very attentive to our needs and budget friendly. Throughout the years they have added more options to custom fit your needs.

Pros
When we started our agency they were also relatively new so we felt like they took the time to truly understand our needs.

Cons
Not having folders under attachments too easily fine something when needed.

Response from ITC


Hi Amy,

Thank you for your review. Your feedback is very important to us.

We appreciate your suggestions and your feedback has been passed along to our product team. We would love the opportunity to address any additional questions or concerns you may have. Please let me know how I can be of assistance.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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ANTONIO OCHOA

Best practices, Reports & Videos.

Used daily for 2+ years
Reviewed 2020-06-02
Review Source: Capterra

Tool is useful, Training about its features or best practices should help its overall experience, as of now, for me its a get to know tool. Suggestion, Training videos must be updated + a new stream of videos not for training, but best practices, similar to what used to be done with Within the Matrix videos, but with based on common best practices like reporting combinations or automated marketing recommendations to light up the creativity on the end user's needs.

Pros
Initial Price vs benefit was great. As it has evolved, new features have come handy. Visual Agent / Automatic Marketing is a time saver big time, as long as its correctly set up. When not properly setup, lots of complains can come our way.

Cons
Lots of updates and new features were being released, not much training to keep us up with them. We had to learn most of them by Try & error, and we may still not have mastered all features. It lacks of some preset templates for agents / mangers / CSR based on most common configurations (best practices) with the option to add or remove permissions. We should be able to modify what the dashboard view and source of information, currently does not give information as relevant as expected. Reports name and descriptions are really confusing and set expectations that are not met by them.

Response from ITC


Hi Antonio,

Thank you for your review of Agency Matrix. Your feedback is very important to us.

We appreciate your suggestions and your feedback has been passed along to our product team. We will be starting a webinar series in the next few weeks that will provide training on our new updates. We would love the opportunity to address any additional questions or concerns you may have. Please let me know how I can be of assistance.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 7/10

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ROBERTA HUDSON

Best Agency Management we have used!!

Used daily for 2+ years
Reviewed 2020-06-02
Review Source: Capterra

Having Agency Matrix as our agency management system for over 5 years has helped us manage things with ease. 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.

Pros
The ease of use and multiple options available for agency management are awesome.

Cons
So far, we love all the aspects of the software.

Response from ITC


Hi Roberta,



Thank you for your review! We appreciate your feedback. We are pleased that you are happy with Agency Matrix! Please let us know if we can do anything to help!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Agency Matrix pricing

Starting from
$69/month
Pricing options
Subscription
View Pricing Plans

$69/per month/per office
No long-term contract
Pay per office, NOT per user
Low setup fees
100% web-based!
Multi-office discounts available

Agency Matrix features

Activity Dashboard
Customizable Reporting
Document Management
Reporting & Statistics

API (179 other apps)
Accounting Integration (103 other apps)
Activity Tracking (102 other apps)
Automatic Notifications (129 other apps)
Billing & Invoicing (150 other apps)
Calendar Management (109 other apps)
Customer Database (101 other apps)
Data Import/Export (120 other apps)
Electronic Payments (120 other apps)
Inventory Management (140 other apps)
Inventory Tracking (108 other apps)
Invoice Management (139 other apps)
Quote Management (91 other apps)
Reminders (107 other apps)
Search Functionality (114 other apps)
Third Party Integration (142 other apps)

Videos and tutorials

Additional information for Agency Matrix

Key features of Agency Matrix

  • 100% web based
  • ACORD forms
  • Automated address correction
  • Clock-In feature
  • Comprehensive reporting
  • Unlimited document and photo uploads
View All Features

Benefits

Benefits of using Agency Matrix Management System

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.