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Agency Matrix

Agency Management & Automation Solution

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Agency Matrix Pricing, Features, Reviews and Alternatives

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

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.

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Phone Support
FAQs/Forum
Email/Help Desk
Knowledge Base
Chat

Training options

Videos
Webinars
Live Online

Agency Matrix pricing information

Value for money

3.9

/5

93

Price starts from

No info

Pricing options

Free plan
Subscription
Free trial
Pricing range

Value for money contenders

Agency Matrix features

Functionality

3.5

/5

93
Total Features14 1 categories

Most valued features by users

Reporting & Statistics
Activity Dashboard
Document Management
Customizable Reports
Quotes/Estimates
Contact Management
Property & Casualty
Insurance Policy Management

Functionality contenders

Agency Matrix users reviews

Overall rating

3.8

/5

93

Positive reviews

70%

Write a review
Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7.61/10
Rating distribution

5

4

3

2

1

37

28

11

7

10

Pros
Great system and great service with good helpful employees. Its not a big giant system just a good easy to use system that does most task a smaller agency would need.

JC

James C.

I am pleased with the overall design and ease of the product. I am also pleased with the updates they provide as they integrate new ideas making their product even better.

LT

LESLIE T.

The program is wonderful and the employees, tech help, sales and all have been amazing. Friendly, professional and lots of help.

CT

Christy T.

Cons
The GUI (graphical user interface) or the Screen you look at has horrible amounts of wasted space with literally NOTHING on it.

NT

Nate T.

The accounting side of the software is the worst. Very hard to keep track of invoices, and payments.

EH

Eric H.

This entire experience has been awful. It took 2 months to even get a response from the transition team to import information.

SB

SHANNON B.

Overall rating contenders

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

Share this review:

Current user

Reviewed a year ago

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.

Vendor response

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?

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Good Value

Reviewed a year ago

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.

Vendor response

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?

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend5/10

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The importance of good communication

Reviewed a year ago

Many of the features in Matrix do not fully function, DocMatrix is one we have been trying to get working for 6 months now with no timetable for completion. Our website lead generator is a project we have been working on for 15 months and may be completed soon. These are functionalities that were presented to us by the Matrix team and then it just disappears off thier calendars.

Pros

I have been using the system for over 5 years and like the compared to other systems out in the market. The videos in most cases allow you to setup your agency in a long weekend and minor tweaks afterwards to fully take advantage of the system.

Cons

Most companies fail because of a lack of good communication. Matrix has made a habit of making changes without letting the end user know what they are changing and how it will affect this business until it has already happened. Yesterday was a perfect example, the intergration with 1 or 2 finance companies completly disabled all 2700 of my financed accounts from taking payments. We were told by 3 people they would call back before the end of the day, that did not happen. We found a work around but it had a major inpact on our agency with no notice.

Vendor response

Hi Greg, Thank you for your review of Agency Matrix. Your feedback is very important to us. We understand that it can be frustrating when a change in a platform can affect your day-to-day operations. We apologize for the inconvenience. Can we be of any further assistance? If so, please let us know.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Best Agency Management we have used!!

Reviewed a year ago

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.

Vendor response

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!

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

Great Value and Solid Features

Reviewed 2 years ago

Overall I have been pleased and enjoy how quickly I can access items and information.

Pros

I like the value of the product and the fact that they won't jump my rates 34% without warning like I got from one of the biggest in the industry. They are also responsive and are continually improving their product. They recently upgrade their acord forms where I can quickly create and issue a new COI with multiple policies quicker than I could on EPIC.

Cons

At first I thought it wasn't as great for commercial business, but over the past few months I've been with them they have made enhancements that have been very helpful.

Vendor response

Hi, Chad. Thank so much for your review! We've been concentrating for the past several months on making the ACORDs process the best it could be, for both personal and commercial users. It's always nice to hear that our efforts are paying off!

Agency Matrix FAQs and common questions

Agency Matrix has the following pricing plans:
Pricing model: Subscription


Agency Matrix has the following typical customers:
Freelancers, Large Enterprises, Mid Size Business, Small Business


Agency Matrix supports the following languages:
English


Agency Matrix supports the following devices:
Android


No, Agency Matrix does not have an API available.


Agency Matrix integrates with the following applications:
Jive, Comm-unity, Vonage Business, Nextiva


Agency Matrix offers the following support options:
Phone Support, FAQs/Forum, Email/Help Desk, Knowledge Base, Chat

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