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Agency Matrix Logo

Agency Management & Automation Solution

Last updated: September 2024

Table of Contents

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Agency Matrix - 2025 Pricing, Features, Reviews & Alternatives

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

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.

Starting from

69

/user

Per month

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Agency Matrix's key features

Most critical features, based on insights from Agency Matrix users:

Insurance Policy Management
Document Management
Contact Management
Commission Management
Workflow Management
Lead Management

All Agency Matrix features

Features rating:

Customizable Reports
Document Storage
Email Marketing
Property & Casualty
Quotes/Estimates
Reporting & Statistics
Activity Dashboard
Task Management

Agency Matrix awards

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Agency Matrix pricing

Value for money rating:

Starting from

69

/user

Per month

Pricing details
Subscription
Free trial
Free plan
Pricing range

Agency Matrix integrations (5)

Integrations rated by users

We looked through 103 user reviews, to identify which products are mentioned as Agency Matrix integrations, and what is the users perception.

Integration rating: 5.0 (1)

Jenesis handles my agency fine, but for multiple agencies I'd trust Agency Matrix

ME

Marcus Easom

Principal Agent

Agency Matrix support options

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 reviews

Overall rating

3.7

/5

103

Positive reviews

66

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7.57/10
Rating distribution

5

4

3

2

1

39

29

14

10

11

Pros
“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.”
“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.”
“The program is wonderful and the employees, tech help, sales and all have been amazing. Friendly, professional and lots of help.”
Cons
“The GUI (graphical user interface) or the Screen you look at has horrible amounts of wasted space with literally NOTHING on it.”
“The accounting side of the software is the worst. Very hard to keep track of invoices, and payments.”
“Since everything is cloud based Agency is screwed 1:00 Pm Agency Matrix is down and a client needs a certificate. Called customer service before and they blame everything on Microsoft.”

Agency Matrix FAQs

Q. What type of pricing plans does Agency Matrix offer?

Agency Matrix has the following pricing plans:
Starting from: $69.00/month
Pricing model: Subscription

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Q. Who are the typical users of Agency Matrix?

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


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 other apps does Agency Matrix integrate with?

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


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

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