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Agency Matrix

Agency Management & Automation Solution

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Agency Matrix Alternatives

How do Agency Matrix alternatives compare?

EZLynx and Jenesis Software stand out as its top competitors based on similarity, popularity and user reviews. When comparing Agency Matrix to its top 67 alternatives, PhoneBurner has the highest rating, with Indio as the runner-up, and Agency Matrix ranking 16th place. Bitrix24 has the most reviews with a total of 485, while Agency Matrix has 94. Users say NowCerts tops the list for value for money followed by Bitrix24, while Agency Matrix comes in 12th. Users also say Jenesis Software and PhoneBurner are the easiest to use, while Agency Matrix takes 16th place.

What are the top 5 alternatives to Agency Matrix?


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Features


Pricing model


Devices supported


User rating


Organization types


Integrated with


Industry


Company size


Top 67 Alternatives & Competitors to Agency Matrix

EZLynx

3.7
(55)

Insurance agency solution

Features

Total

10

48

14

features in common

10

features in common

EZLynx's unique features

  • Lifecycle Management

  • Automated Quoting

  • Billing & Invoicing

  • Multiple Line Rating

Agency Matrix's unique features

  • Workflow Management

  • Task Management

  • Property & Casualty

  • Contact Management

Starting from

$0.01/month

Value for money

3.2

0.7

3.9

What users say about EZLynx's value for money

This product has saved me HOURS of doing competitive quoting. It was the best decision our office has ever made.

Linda H.

I am able to keep track of x dates, renewals and client documents better than with the other CRM I was using, and having the ability to download from carriers is great.

PA

Phillip A.

Jenesis Software

4.6
(179)

Insurance agency management solution

Features

Total

14

80

14

features in common

14

features in common

Jenesis Software's unique features

  • Customizable Forms

  • Customizable Branding

  • Data Storage Management

  • Real Time Data

Agency Matrix's unique features

  • No unique features

Starting from

$35/month

Value for money

4.6

0.7

3.9

What users say about Jenesis Software's value for money

The technical support team does a great job about helping with any questions or making changes to software to better serve agencies.

MB

Mike B.

What I liked most about the software was the ease of use.

KE

Kayla E.

Applied Epic

4.2
(124)

Business management system for insurance agencies

Features

Total

10

19

14

features in common

10

features in common

Applied Epic's unique features

  • Insurance Rating

  • Document Templates

  • Search/Filter

  • Life & Health

Agency Matrix's unique features

  • Customizable Reports

  • Task Management

  • Email Marketing

  • Reporting & Statistics

Value for money

3.8

0.1

3.9

What users say about Applied Epic's value for money

I have been very happy with Epic and its ease of use. Coming from a much older operating system this one is amazing!!! The help that is available by just giving them a call is also fantastic.

KM

Katie M.

I think the managerial positions like this platform a bit more than the day-to-day salesman. It can run a lot of useful reports and does a great job with lead management.

CH

Colle H.

Commence

4.8
(41)

Online CRM for Small to Mid-Size Businesses

Features

Total

7

40

14

features in common

7

features in common

Commence's unique features

  • Mobile Access

  • Reporting/Analytics

  • Field Sales Management

  • Interaction Tracking

Agency Matrix's unique features

  • Insurance Policy Management

  • Activity Dashboard

  • Commission Management

  • Reporting & Statistics

Starting from

$19/month

Value for money

4.8

0.9

3.9

What users say about Commence's value for money

The flexibility to tailor things yourself is well above competitive products. The reliability of the product is outstanding and customer support has been very good, friendly knowledgeable staff.

SM

Steve M.

Robust functionality, easy to use and much more affordable. This company and product is very good, we realized value very quickly and they helped us get up to speed quickly.

NT

Nicholas Todd

AgencyBloc

4.8
(103)

CRM/Agency Management System for L&H Insurance Agencies

Features

Total

6

24

14

features in common

6

features in common

AgencyBloc's unique features

  • Performance Metrics

  • Configurable Workflow

  • Projections

  • Activity Management

Agency Matrix's unique features

  • Customizable Reports

  • Email Marketing

  • Document Storage

  • Task Management

Starting from

$65/month

Value for money

4.7

0.8

3.9

What users say about AgencyBloc's value for money

The ease of use has been beyond our expectations and the customer service is outstanding with response times being exceptional. We would highly recommedn this and already do to anyone who will listen.

JB

Jay B.

Some of the terms were strange, and that resulted in some of the functionality being lost.

HW

Hong Wen T.

Bitrix24

4.0
(485)

100% free CRM, collaboration and communication tool suite

Features

Total

11

363

14

features in common

11

features in common

Bitrix24's unique features

  • Queue Management

  • Time Off Management

  • Role-Based Permissions

  • Website Management

Agency Matrix's unique features

  • Customizable Reports

  • Insurance Policy Management

  • Property & Casualty

Starting from

$49/month

Value for money

4.2

0.3

3.9

What users say about Bitrix24's value for money

Etremely lacking as a CRM, reporting is terrible, customizations are so basic, and customer support is the worst I have ever seen. Even with the premium versions.

ER

Eric R.

Great features as a CRM software and phone system. The reports that can be pulled are helpful to analyze the success of your sales/program.

AD

Ajay D.

PhoneBurner

4.9
(147)

Power dialer & outbound sales acceleration software for SMBs

Features

Total

9

104

14

features in common

9

features in common

PhoneBurner's unique features

  • Power Dialer

  • Voter Database

  • Email Management

  • Automatic Call Distribution

Agency Matrix's unique features

  • Task Management

  • Commission Management

  • Quotes/Estimates

  • Property & Casualty

Starting from

$149/month

Value for money

4.7

0.8

3.9

What users say about PhoneBurner's value for money

Can't forget Jeff Osness he admitted and took FULL BLAME for not responding to my customer request. Come on now, Where in American History will someone take blame for anothers actions.

CT

Chris T.

My overall experience has been really good. PhoneBurner has increased the amount of calls we are able to make leading to more productivity which equals a win win for my sales team.

NP

Nicky P.

mPACS

4.4
(20)

Insurance management for agencies & insurance brokers

Features

Total

6

42

14

features in common

6

features in common

mPACS's unique features

  • Calendar Management

  • Underwriting Management

  • Accounting

  • For Casualty Insurance

Agency Matrix's unique features

  • Customizable Reports

  • Email Marketing

  • Document Storage

  • Task Management

Value for money

4.5

0.6

3.9

What users say about mPACS's value for money

The only con about mpacs would be the lack of back up system if your internet goes down there is a risk of losing work that hasn't been previously saved.

ag

ashling g.

We like that the system allows a great degree of control and allows us to configure our own settings as and when they change.

Sum Sze T.

BindHQ

4.3
(12)

Agency Management Simplified

Features

Total

12

48

14

features in common

12

features in common

BindHQ's unique features

  • Search/Filter

  • Real Time Reporting

  • User Management

  • Forms Management

Agency Matrix's unique features

  • Lead Management

  • Email Marketing

Starting from

$300/month

Value for money

4.4

0.5

3.9

What users say about BindHQ's value for money

I really enjoy using BHQ and it is very user friendly. The customer service team is always ready to help whenever needed that's a huge plus.

LO

Liliana O.

I love the intuitiveness of the system. It was very easy to learn how to use the functions I use on a daily basis.

KP

Karisa P.

tigerlab

4.9
(10)

Enabling Innovations Globally

Features

Total

10

81

14

features in common

10

features in common

tigerlab's unique features

  • Customer Portal

  • Customer Accounts

  • Case Management

  • Email Distribution

Agency Matrix's unique features

  • Document Storage

  • Email Marketing

  • Insurance Policy Management

  • Property & Casualty

Health Cloud

4.7
(3)

Patient relationship management software in the Cloud

Features

Total

11

101

14

features in common

11

features in common

Health Cloud's unique features

  • Clinical Study Management

  • Randomization

  • Bed Management

  • Electronic Data Capture

Agency Matrix's unique features

  • Lead Management

  • Document Storage

  • Email Marketing

Financial Services Cloud

(0)

The world's #1 CRM, reimagined for financial services.

Features

Total

11

48

14

features in common

11

features in common

Financial Services Cloud's unique features

  • Financial Management

  • Data Import/Export

  • Customer Database

  • Portfolio Management

Agency Matrix's unique features

  • Workflow Management

  • Document Storage

  • Email Marketing

Commissionly

4.8
(27)

Sales commission & compensation management platform

Features

Total

8

46

14

features in common

8

features in common

Commissionly's unique features

  • Template Management

  • Data Import/Export

  • Employee Self Service

  • Search/Filter

Agency Matrix's unique features

  • Email Marketing

  • Task Management

  • Quotes/Estimates

  • Workflow Management

Starting from

$16/month

Value for money

4.9

1.0

3.9

What users say about Commissionly's value for money

I like the fact that you can have so many different parameter and not just simple commissions. Its very customisable and the customer service is good.

Tv

Tamara v.

Great for both employers and employees. Great value for money - great price.

Kim M.

NextAgency

4.8
(22)

Agency management software for life & health agencies.

Features

Total

11

43

14

features in common

11

features in common

NextAgency's unique features

  • CRM

  • Contact Database

  • Commission Scheduling

  • Data Import/Export

Agency Matrix's unique features

  • Quotes/Estimates

  • Activity Dashboard

  • Property & Casualty

Starting from

$75/month

Value for money

4.9

1.0

3.9

What users say about NextAgency's value for money

The reporting customization capabilities and ability to capture client's detailed benefits data is a plus.

MB

Monika B.

They have been great to work with and have been very detailed on walking us through the program.

CH

Cori H.

NowCerts

4.8
(145)

Agency management system for insurance agents

Features

Total

10

19

14

features in common

10

features in common

NowCerts' unique features

  • Insurance Rating

  • Reminders

  • API

  • Life & Health

Agency Matrix's unique features

  • Workflow Management

  • Lead Management

  • Email Marketing

  • Reporting & Statistics

Starting from

$59/month

Value for money

4.9

1.0

3.9

What users say about NowCerts' value for money

The certificate process and zip file generation is awesome, the id card generator is amazing, and the customer service is unbelievably better than I could have ever hoped for.

AS

Andrew S.

Nowcerts said this is a problem with the companies that are downloading but they are saying it is a problem with my management system.

CD

CHERI D.

PolicyFlow

(0)

Specialist insurance broking management software

Features

Total

10

40

14

features in common

10

features in common

PolicyFlow's unique features

  • Life & Health

  • Billing & Invoicing

  • Policy Management

  • Third Party Integrations

Agency Matrix's unique features

  • Customizable Reports

  • Lead Management

  • Document Storage

  • Email Marketing

Proformex

(0)

Inforce Policy Management for Life & Annuities

Features

Total

7

22

14

features in common

7

features in common

Proformex 's unique features

  • Project Management

  • Real Time Analytics

  • Alerts/Notifications

  • Client Management

Agency Matrix's unique features

  • Email Marketing

  • Commission Management

  • Lead Management

  • Reporting & Statistics

AgencyZoom

4.8
(11)

Sales management for insurance agencies

Features

Total

4

7

14

features in common

4

features in common

AgencyZoom's unique features

  • Configurable Workflow

  • Policy Management

  • Commission Calculations

Agency Matrix's unique features

  • Insurance Policy Management

  • Email Marketing

  • Activity Dashboard

  • Quotes/Estimates

GO-INSUR

(0)

Digital insurance platform for brokers, insurers, and MGAs

Features

Total

6

47

14

features in common

6

features in common

GO-INSUR's unique features

  • Customer Portal

  • Data Import/Export

  • MGA Administration

  • For Medical Malpractice

Agency Matrix's unique features

  • Customizable Reports

  • Email Marketing

  • Document Storage

  • Task Management

Agentero

4.9
(8)

The premier agency growth engine

Features

Total

6

12

14

features in common

6

features in common

Agentero's unique features

  • Claims Management

  • Alerts/Notifications

  • Access Controls/Permissions

  • Pipeline Management

Agency Matrix's unique features

  • Customizable Reports

  • Document Storage

  • Task Management

  • Commission Management

riskine

(0)

Advisory suite for banks and insurance agencies

Features

Total

4

19

14

features in common

4

features in common

riskine's unique features

  • Real Time Analytics

  • Data Visualization

  • Life & Health

  • Client Management

Agency Matrix's unique features

  • Document Storage

  • Task Management

  • Commission Management

  • Lead Management

OneLink

4.2
(5)

Software for managing leads, communication, and policies

Features

Total

5

6

14

features in common

5

features in common

OneLink's unique feature

  • Insurance Rating

Agency Matrix's unique features

  • Email Marketing

  • Customizable Reports

  • Document Storage

  • Task Management

SiegeAOS

5.0
(3)

Cloud-based insurance & policy management software

Features

Total

14

77

14

features in common

14

features in common

SiegeAOS's unique features

  • Customizable Branding

  • Policy Management

  • Lifecycle Management

  • Accounting Integration

Agency Matrix's unique features

  • No unique features

Agency Master

5.0
(6)

Insurance agency management tool for transportation industry

Features

Total

6

9

14

features in common

6

features in common

Agency Master's unique features

  • Policy Management

  • Insurance Rating

  • Claims Management

Agency Matrix's unique features

  • Customizable Reports

  • Document Storage

  • Task Management

  • Activity Dashboard

CaptaIMS

5.0
(1)

Easy-to-use insurance management software for small agencies

Features

Total

9

27

14

features in common

9

features in common

CaptaIMS's unique features

  • Policy Management

  • Customizable Branding

  • Audit Trail

  • Reminders

Agency Matrix's unique features

  • Quotes/Estimates

  • Customizable Reports

  • Commission Management

  • Reporting & Statistics

The Broker's Workstation

(0)

Property and casualty (P&C) insurance management suite

Features

Total

6

11

14

features in common

6

features in common

The Broker's Workstation's unique features

  • Billing & Invoicing

  • Policy Management

  • Claims Management

  • Insurance Rating

Agency Matrix's unique features

  • Customizable Reports

  • Document Storage

  • Task Management

  • Activity Dashboard

Agency Advantage

4.8
(6)

Insurance agency software with comparative rating

Features

Total

6

14

14

features in common

6

features in common

Agency Advantage's unique features

  • Billing & Invoicing

  • Claims Tracking

  • Life & Health

  • Renewal Management

Agency Matrix's unique features

  • Customizable Reports

  • Document Storage

  • Task Management

  • Activity Dashboard

InsuredMine

4.7
(20)

Integrated agency management software for insurance firms

Features

Total

14

112

14

features in common

14

features in common

InsuredMine's unique features

  • Surveys & Feedback

  • Engagement Tracking

  • Churn Management

  • Alerts/Notifications

Agency Matrix's unique features

  • No unique features

Starting from

$49/month

Value for money

4.8

0.9

3.9

What users say about InsuredMine's value for money

They provide a daily training for free that is outstanding. The support and cooperation for a new user to get up to speed is the best I have seen in my 26 years in the business.

PI

Pat I.

I use Insuredmine everyday and it's really great. They CRM helps me and my company and all the Insuredmine team is always available to help us if we need it.

DK

Dioeni K.

Insly

4.9
(17)

Policy admin system for insurance brokers and agents

Features

Total

6

16

14

features in common

6

features in common

Insly's unique features

  • Reinstatement Tracking

  • API

  • Billing & Invoicing

  • Renewal Management

Agency Matrix's unique features

  • Customizable Reports

  • Document Storage

  • Task Management

  • Activity Dashboard

Starting from

$59/month

Value for money

4.5

0.6

3.9

What users say about Insly's value for money

Insly delivered exactly what they promised and the integration gave good efficiency, simplicity and positive feedback from brokers.

Raul J.

The benefits of a cloud-based system are clearly present with Insly as it gives good efficiency for both smaller and larger teams working together.

KO

Krijnis O.

Snappii

4.6
(60)

Codeless app platform, mobile apps and forms

Features

Total

7

247

14

features in common

7

features in common

Snappii's unique features

  • Budget Tracking/Job Costing

  • Data Capture and Transfer

  • Benefits Management

  • K-12

Agency Matrix's unique features

  • Document Storage

  • Task Management

  • Activity Dashboard

  • Reporting & Statistics

Starting from

$20/month

Value for money

4.5

0.6

3.9

What users say about Snappii's value for money

We pride ourselves in customer service which often includes same day delivery. Our SNAPPII app is critical to our ability to provide the best possible service and helps to save our bottom line.

BR

Bryan R.

The support team is excellent. Accessible, polite and always go that extra mile to help you.

Katie S.

Transactor

(0)

Policy administration for insurance brokers & agencies

Features

Total

5

45

14

features in common

5

features in common

Transactor's unique features

  • Single Data Entry

  • Rating Engine

  • For Disability Insurance

  • Training Management

Agency Matrix's unique features

  • Email Marketing

  • Customizable Reports

  • Document Storage

  • Task Management

Velocity

4.1
(15)

Insurance agency management system

Features

Total

7

41

14

features in common

7

features in common

Velocity's unique features

  • Estimating

  • Billing & Invoicing

  • Policy Generation

  • Claims Management

Agency Matrix's unique features

  • Document Storage

  • Task Management

  • Lead Management

  • Reporting & Statistics

Value for money

4.1

0.2

3.9

What users say about Velocity's value for money

Super flexibility, rock solid Oracle base with friendly personal support.

RT

Richard T.

The service we received from Velocity was top notch and I would say that's the best part of their company.

WF

William F.

VUE

(0)

Insurance Distribution Platform for Carriers, MGA, IMO, FMO

Features

Total

8

30

14

features in common

8

features in common

VUE's unique features

  • Compensation Management

  • Email Distribution

  • Flat Commissions

  • Reporting/Analytics

Agency Matrix's unique features

  • Email Marketing

  • Activity Dashboard

  • Quotes/Estimates

  • Workflow Management

Commission Tracker

4.7
(30)

Sales commission software for insurance companies

Features

Total

9

45

14

features in common

9

features in common

Commission Tracker's unique features

  • Data Import/Export

  • Flat Commissions

  • Audit Trail

  • Incentive Management

Agency Matrix's unique features

  • Task Management

  • Lead Management

  • Quotes/Estimates

  • Property & Casualty

Starting from

$67/month

Value for money

5.0

1.1

3.9

What users say about Commission Tracker's value for money

The program is reasonably priced and user friendly. The best part of my purchase of Commission Tracker is the ease of setting up and using it and the service has been great and responsive.

LB

Larry B.

Also because we have multiple agents that we pay it tracks the commission splits with so much ease. Love, Love, Love this software.

DL

Dusty L.

BriteCore

(0)

Cloud-based Insurance and Claims Management Solution

Features

Total

7

52

14

features in common

7

features in common

BriteCore's unique features

  • Rating Engine

  • Change Management

  • Real Time Reporting

  • Cancellation Tracking

Agency Matrix's unique features

  • Email Marketing

  • Document Storage

  • Task Management

  • Reporting & Statistics

InsureCert

5.0
(3)

We help brokers outperform the competition.

Features

Total

7

39

14

features in common

7

features in common

InsureCert's unique features

  • Sales Reports

  • Alerts/Notifications

  • SSL Security

  • Commercial Lines

Agency Matrix's unique features

  • Document Storage

  • Task Management

  • Lead Management

  • Contact Management

SIBRO

5.0
(3)

End-to-end insurance broking platform

Features

Total

7

15

14

features in common

7

features in common

SIBRO's unique features

  • SMS Messaging

  • API

  • Customizable Templates

  • Life & Health

Agency Matrix's unique features

  • Task Management

  • Activity Dashboard

  • Lead Management

  • Email Marketing

Macaw

3.5
(17)

With Macaw AMS, you may not need a physical office any more.

Features

Total

14

46

14

features in common

14

features in common

Macaw's unique features

  • Customizable Forms

  • Customizable Fields

  • Document Templates

  • Life & Health

Agency Matrix's unique features

  • No unique features

Value for money

3.5

0.4

3.9

What users say about Macaw's value for money

I like that the company understands insurance & is able to provide feedback about better solutions than what we're able to come up with. The system is also fully-customizable.

DH

Dana H.

Several areas are described poorly or difficult to understand. Wording should be more customer-friendly.

JU

Jorge U.

Eclipse

4.9
(32)

Agency management software for insurance firms of all sizes

Features

Total

6

34

14

features in common

6

features in common

Eclipse's unique features

  • Rating Engine

  • Policy Management

  • Cancellation Tracking

  • Customer Accounts

Agency Matrix's unique features

  • Customizable Reports

  • Document Storage

  • Task Management

  • Activity Dashboard

Value for money

4.7

0.8

3.9

What users say about Eclipse's value for money

Our agency uses Eclipse Management System through NASA. Customer Service is outstanding- whenever I call in with a question, they are very helpful and polite.

SV

Susan V.

It has an inbuilt debugging and testing interface which really lets me complete my work to the best ability.

AE

Ashley E.

A1 Tracker

4.9
(55)

Enterprise risk management software

Features

Total

11

188

14

features in common

11

features in common

A1 Tracker's unique features

  • Market Risk Management

  • Parts Management

  • Requisition Management

  • Forms Management

Agency Matrix's unique features

  • Lead Management

  • Email Marketing

  • Property & Casualty

Starting from

$800/month

Value for money

4.9

1.0

3.9

What users say about A1 Tracker's value for money

I appreciated that they were always patient and kind when I had a question or needed help with something. I would definitely recommend A1 Tracker if you are looking for great Software Company.

MW

Michele W.

My experience with A1 Tracker has been amazing. I mainly deal with insurance certificates of insurance with multiple requirements dependent on contract types awarded.

AR

Anonymous Reviewer

AgentCubed

4.4
(10)

Lead management and CRM solution for insurance businesses

Features

Total

10

75

14

features in common

10

features in common

AgentCubed's unique features

  • Lead Distribution

  • Claims Tracking

  • Self Service Portal

  • Campaign Management

Agency Matrix's unique features

  • Customizable Reports

  • Activity Dashboard

  • Property & Casualty

  • Reporting & Statistics

Value for money

4.8

0.9

3.9

What users say about AgentCubed's value for money

We've also been impressed with the continued evolution of AgentCubed over the years and their willingness to innovate along with our changing needs.

ST

Steve T.

Finding records is frustrating. The search function is too odd to work the way it should.

AR

Anonymous Reviewer

Indio

4.5
(229)

Cloud-based solution for insurance application & renewal

Features

Total