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Agency Matrix Logo

Agency Matrix

3.7
(101)

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Agency Management & Automation Solution

(8)

Agency Matrix Pricing, Features, Reviews and Alternatives

Agency Matrix FAQs

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

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

These products have better value for money


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

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

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Agency Matrix pricing information

Value for money

3.8

/5

101

Starting from

ic-pricetag

No pricing info

Pricing options

Free plan
Subscription
Free trial
Pricing range

Value for money contenders

Agency Matrix features

Functionality

3.5

/5

101

Total features

14

1 categories

Most valued features by users

Reporting & Statistics
Activity Dashboard
Customizable Reports
Document Management
Quotes/Estimates
Workflow Management
Commission Management
Contact Management

Functionality contenders

Agency Matrix users reviews

Overall Rating

3.7

/5

101

Positive reviews

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

12

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

Overall rating contenders

LS
AvatarImg

Laura S.

Insurance, 1-10 employees

Used daily for 1-2 years

Review source

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

Share this review:

Specialty Agency review

Reviewed 4 years ago

very nice and professional service staff. They want to help us succeed.

Pros

For our business, we need flexibility. This allows us to build the sections of the insurance process that are most important to us.

Cons

Difficulty with the accounting/renewal processes.

Vendor response

Hi Laura, Thank you for your review. Your feedback is very important to us. We would love the opportunity to address any questions or concerns you may be having with accounting and renewal processes. Can you provide us with additional details about your concerns that will help us resolve any problems you're having? I will have a customer support representative reach out.

DC
AvatarImg

Douglas C.

Insurance, 1-10 employees

Used daily for 2+ years

Review source

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

Share this review:

Agency Management Software on Steroids

Reviewed 4 years ago

Incredible.

Pros

Ease of use. Ease of figuring out how to use it. Training videos which are short and effective.

Cons

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.

Vendor response

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!

SE
AvatarImg

Stacy E.

Insurance, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend1/10

Share this review:

We dislike the constant changes

Reviewed 4 years ago

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.

Pros

I like that we have quick and easy access to our 2,000 customers without having to pull a file out of a cabinet.

Cons

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.

Vendor response

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?

ma
AvatarImg

maria a.

Insurance, 1-10 employees

Used daily for 2+ years

Review source

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

Share this review:

Very Helpful

Reviewed 4 years ago

I really love the system, I got the product that I was promised.

Pros

That I can text and send payment alert to my clients, keep their information on file and check my reports is awesome.

Cons

I like everything. There is anything missing that I can think now.

Vendor response

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!

CS
AvatarImg

Cheryl S.

Insurance, 1-10 employees

Used daily for less than 6 months

Review source

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

Share this review:

New User Review

Reviewed 4 years ago

I think it is the management system that will help us maintain & increase clients for our agency.

Pros

The company has provided excellent support & training. I like the way the system can be customized and is very easy to learn and use.

Cons

Sometimes key strokes are not responsive. Maybe it's me but I have to hit the key several times. (sometimes)

Vendor response

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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