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Agency Matrix Pricing, Features, Reviews and Alternatives
Agency Matrix FAQs
Agency Matrix product 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.
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.
Typical customers
Platforms supported
Support options
Training options
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Agency Matrix
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Agency Matrix pricing information
Value for money
3.8
/5
99
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Pricing options
Value for money contenders
Agency Matrix features
Functionality
3.5
/5
99
Total features
14
1 categories
Most valued features by users
Functionality contenders
Agency Matrix users reviews
Overall Rating
3.8
/5
99
Positive reviews
- Value for money
- Ease of use
- Features
- Customer support
- Likelihood to recommend7.65/10
39
29
12
9
10
Overall rating contenders
Douglas C.
Insurance, 1-10 employees
Used daily for 2+ years
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Incredible.
Ease of use. Ease of figuring out how to use it. Training videos which are short and effective.
Nothing. Whenever we have come across a problem or an opportunity to grow, the staff have involved the developers and pivoted in a way I have never seen before, making it almost a custom solution. But the truth is, as they realize, if one agency is having trouble with something, so are others. And so they have made tweaks here and there over the years that have made this THE best agency mgt software on the market. And the price, you can't beat that either for what you get. We're here for life.
Hi Douglas, 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!
maria a.
Insurance, 1-10 employees
Used daily for 2+ years
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I really love the system, I got the product that I was promised.
That I can text and send payment alert to my clients, keep their information on file and check my reports is awesome.
I like everything. There is anything missing that I can think now.
Hi Maria, Thank you for your review! We appreciate your feedback. We are pleased that you are happy with Agency Matrix and are honored that you have trusted Agency Matrix for so long! Please let us know if we can do anything to help!
Stacy E.
Insurance, 1-10 employees
Used daily for 2+ years
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We like how easy it is to access our customers information. It's the constant changes we dislike immensely. Many times your system is down to make the changes we don't even want. For instance a change that was recently made is that we have to login to the system every 20 minutes?! It's awful. I have appointments every thirty minutes for two months in our busy season. Do you have any idea how many times I will have to login within that 45 day period?!?? I am in the corner office where no one has access to my computer. We should be able to turn off that new awful feature. As a new owner of an agency I am 100% for change, but only if it makes things better. Your changes often make my (and my agents) work life much harder.
I like that we have quick and easy access to our 2,000 customers without having to pull a file out of a cabinet.
I hate that the product is made for car insurance, which we do not sell. I have repeatedly asked if we could change the driver's license number to Medicare number, which is a solid No. We were told instead to put it in a custom field, which we did. This week that field disappeared. I had to leave messages and call back many times before someone would actually talk to me about it. When they did they said it would be fixed the next day as they can no longer make changes immediately. That gave us two entire days with no access to our customer's Medicare numbers. It caused massive problems.
Hi Stacy, Thank you for your review of Agency Matrix. Your feedback is very important to us. We would love the opportunity to earn back your trust. Was this issue ever resolved? Can we provide any additional assistance to help your agency run smoother?
Joan C.
Insurance, 1-10 employees
Used daily for 2+ years
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I like the easy and ability to work anywhere with the system
Easy of use and understanding with someone always there if you should need help
Initially I found the problem with commercial accounts
Hi Joan, Thank you for your review. Your feedback is very important to us. Are you still experiencing any issues with commercial accounts? Would you like a customer support representative to reach out?
Cheryl S.
Insurance, 1-10 employees
Used daily for less than 6 months
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I think it is the management system that will help us maintain & increase clients for our agency.
The company has provided excellent support & training. I like the way the system can be customized and is very easy to learn and use.
Sometimes key strokes are not responsive. Maybe it's me but I have to hit the key several times. (sometimes)
Hi Cheryl, Thank you for your review of Agency Matrix. Your feedback is very important to us. Are you still experiencing the issues with keystrokes? If so, would you like a technical support representative to reach out and try to resolve this issue?
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