Agency Matrix Software Pricing & Features

Agency Matrix

Agency Management & Automation Solution

3.17/5 (12 reviews)

Agency Matrix overview

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
agencymatrix.com

Pricing

Starting from
$69/month
Pricing options
Value for money

Devices

Business size

S
M
L

Markets

United States, Canada, Latin America, Mexico

Supported languages

English
Agency Matrix screenshotAgency Matrix Diamond Automated Marketing

Agency Matrix reviews

Value for money
Features
Ease of use
Customer support
  3.3
  3.0
  3.2
  2.7
SHANNON BERNIER

Very good product, but not recommended if you primarily write commercial lines

Used daily for less than 6 months
Reviewed 2019-02-21
Review Source: Capterra

I think the company is great. The people are truly amazing, very willing to work with me. I think they are extremely open to suggestions, but the recommendations I have made they simply cannot do because the system is simply not meant for a commercial-heavy brokerage utilizing MGA'svery easy to use. customizable fields are great. stellar support. library of training videos makes learning very easy.

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Agency Matrix

Agency Management & Automation Solution

Elizabeth Guel

Simple & easy to understand for beginners

Used daily for 1-2 years
Reviewed 2017-08-11
Review Source: Capterra

I learned from my mistakes. lol You can set little reminders on your account to remind you of any tasks you need to do. Processing a payment on this software was really simple. Bridging from ITC turbo rater was easy as well.

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Agency Matrix

Agency Management & Automation Solution

Jeanie Fanette

Agency Matrix was an easy to learn and use program for our insurance company to help service clients

Used other for 2+ years
Reviewed 2018-03-16
Review Source: Capterra

Great software to start your business. You can use it to manage client files and communications, as well as use it to track policies up for renewals, keep track of said policies, and easily create reports.Our company quickly outgrew the Agency Matrix program, but in the years that we did use the program, it helped our company grow into one of the leaders in our industry because we could keep track of our clients and their policies, monitor who had accounts coming up for servicing and renewals, and keep on top of communication with clients. Attaching files and viewing files was easy to do and the whole program didn't take very long to learn. Customer service was helpful when needed.

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Agency Matrix

Agency Management & Automation Solution

Scott Smith

Very happy with the product

Reviewed 2016-10-19
Review Source: Capterra

We brought Agency Matrix into our Agency about a year ago. Once we completed the effort to load existing book of business, our experience has been positive. Agency Matrix has enabled us to manage existing book of business and market efforts much more efficiently. I would definitely recommend this product to Agencies with outside book of business.An online tool that enables us to maintain all documentation related to existing clients and prospects. The ability to manage the Accord process, especially the pre filled Accord Function. The ability to email directly from the Matrix

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Agency Matrix

Agency Management & Automation Solution

Jorge Serrano

It does downloads and clock in/ clock out features.

Used daily for 6-12 months
Reviewed 2018-01-11
Review Source: Capterra

Nothing truly special about this software other than the lower priced entry point compared to other management systems and their mobile friendliness isn't very friendly since the software is cut off. If money is not a major concern and you know you will be spending a good chunk of mooney on this type of system anyway, stay away from agency matrix

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Agency Matrix

Agency Management & Automation Solution

Agency Matrix pricing

Starting from
$69/month
Pricing options
Subscription

$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

Pricing Comparison

How does Agency Matrix compare with other Industry Specific apps?

Subscription plan?

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Free trial?

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Free plan?

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Agency Matrix Pricing Reviews

Pros
    Cons
    • Customer service is horrible. They will ask you to follow the video instructions provided with the software which is bad enough but then to top it off the video's are out of date to the point that you cannot follow them along, so then you email their support team and they either ignore you, provide a false answer or say they will reach out to you but never do that either.
    67%
    recommended this to a friend or a colleague

    Agency Matrix features

    Activity Dashboard
    Customizable Reporting
    Document Storage
    Reporting & Statistics

    API (114 other apps)
    Accounting Integration (64 other apps)
    Activity Tracking (64 other apps)
    Automatic Notifications (85 other apps)
    Automatic Reminders (72 other apps)
    Billing & Invoicing (76 other apps)
    Calendar Management (79 other apps)
    Client Portal (60 other apps)
    Data Import/Export (61 other apps)
    Electronic Payments (65 other apps)
    Inventory Management (81 other apps)
    Inventory Tracking (66 other apps)
    Invoice Management (98 other apps)
    Real Time Data (61 other apps)
    Search Functionality (71 other apps)
    Third Party Integration (87 other apps)

    Competitor Feature Comparison

    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

    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.