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Agency Matrix
5
39
4
29
3
14
2
11
1
11
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Agency Management Solution
Last updated: March 2026
Agency Matrix Alternatives & Competitors (2026)
Top 2 free alternatives
1.1
Value for money
Starting price
No pricing info
1.4
Functionality
ACH Payment Processing
5/5
Activity Tracking
4.7/5
Alerts/Notifications
4.7/5
Top Features
Activity Dashboard
3/5
Document Management
3/5
Contact Management
2.7/5
1.0
Value for money
Starting price
No pricing info
1.2
Functionality
Access Controls/Permissions
5/5
Alerts/Notifications
5/5
Billing & Invoicing
5/5
Top Features
Activity Dashboard
3/5
Document Management
3/5
Contact Management
2.7/5
Value for money
Starting price
No pricing info
0.7
Functionality
Activity Dashboard
5/5
Access Controls/Permissions
N/A
Accounting
N/A
Top Features
Activity Dashboard
3/5
Document Management
3/5
Contact Management
2.7/5
0.4
Value for money
No pricing info
Starting price
No pricing info
0.1
Functionality
Broker/Agent Portal
3.5/5
Claims Management
3.3/5
Billing & Invoicing
2.4/5
Top Features
Activity Dashboard
3/5
Document Management
3/5
Contact Management
2.7/5
0.6
Value for money
Starting price
No pricing info
0.9
Functionality
Contact Management
5/5
Insurance Policy Management
4.8/5
Commission Management
4.7/5
Top Features
Activity Dashboard
3/5
Document Management
3/5
Contact Management
2.7/5
0.3
Value for money
Starting price
No pricing info
0.9
Functionality
Claims Scrubbing
5/5
API
4.5/5
Dashboard
4.3/5
Top Features
Activity Dashboard
3/5
Document Management
3/5
Contact Management
2.7/5
1.1
Value for money
No pricing info
Starting price
No pricing info
1.2
Functionality
Access Controls/Permissions
5/5
Audit Trail
4.5/5
Access Controls/Permissions
N/A
Top Features
Activity Dashboard
3/5
Document Management
3/5
Contact Management
2.7/5
0.1
Value for money
No pricing info
Starting price
No pricing info
0.2
Functionality
Billing & Invoicing
5/5
Activity Tracking
3/5
Audit Trail
3/5
Top Features
Activity Dashboard
3/5
Document Management
3/5
Contact Management
2.7/5
1.2
Value for money
Starting price
No pricing info
1.3
Functionality
Activity Tracking
5/5
API
5/5
Billing & Invoicing
4/5
Top Features
Activity Dashboard
3/5
Document Management
3/5
Contact Management
2.7/5
0.9
Value for money
Starting price
No pricing info
1.1
Functionality
API
5/5
Deduction Management
5/5
Co-Pay & Deductible Tracking
4.7/5
Top Features
Activity Dashboard
3/5
Document Management
3/5
Contact Management
2.7/5
0.4
Value for money
Starting price
No pricing info
1.0
Functionality
Activity Tracking
5/5
Alerts/Notifications
4/5
21 CFR Part 11 Compliance
3/5
Top Features
Activity Dashboard
3/5
Document Management
3/5
Contact Management
2.7/5
0.7
Value for money
No pricing info
Starting price
No pricing info
0.6
Functionality
Claims Management
1/5
Commission Management
1/5
Insurance Policy Management
1/5
Top Features
Activity Dashboard
3/5
Document Management
3/5
Contact Management
2.7/5
1.1
Value for money
Starting price
No pricing info
1.3
Functionality
Activity Dashboard
5/5
Claims Management
5/5
Commercial
5/5
Top Features
Activity Dashboard
3/5
Document Management
3/5
Contact Management
2.7/5
1.1
Value for money
Starting price
No pricing info
1.3
Functionality
Access Controls/Permissions
5/5
Activity Dashboard
5/5
Activity Tracking
5/5
Top Features
Activity Dashboard
3/5
Document Management
3/5
Contact Management
2.7/5
1.0
Value for money
Starting price
No pricing info
1.1
Functionality
Alerts/Notifications
5/5
Claims Management
5/5
Customizable Templates
5/5
Top Features
Activity Dashboard
3/5
Document Management
3/5
Contact Management
2.7/5
1.3
Value for money
Starting price
No pricing info
1.3
Functionality
Activity Dashboard
5/5
Activity Tracking
5/5
Audit Trail
5/5
Top Features
Activity Dashboard
3/5
Document Management
3/5
Contact Management
2.7/5
0.5
Value for money
Starting price
No pricing info
0.5
Functionality
Alerts/Notifications
N/A
API
N/A
Calendar/Reminder System
N/A
Top Features
Activity Dashboard
3/5
Document Management
3/5
Contact Management
2.7/5
1.0
Value for money
Starting price
No pricing info
1.2
Functionality
A/B Testing
5/5
Activity Tracking
5/5
Alerts/Notifications
4.8/5
Top Features
Activity Dashboard
3/5
Document Management
3/5
Contact Management
2.7/5
1.3
Value for money
Starting price
No pricing info
1.4
Functionality
Contact Management
5/5
Document Management
5/5
Commission Management
4.7/5
Top Features
Activity Dashboard
3/5
Document Management
3/5
Contact Management
2.7/5
3.7
Value for money
No pricing info
Starting price
No pricing info
3.4
Functionality
Access Controls/Permissions
N/A
Accounting Integration
N/A
Alerts/Notifications
N/A
Top Features
Activity Dashboard
3/5
Document Management
3/5
Contact Management
2.7/5