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Agency Matrix vs Claimable Comparison

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Overview

Category Leaders

Agency Matrix's solution provides easy to use automation and a user-friendly interface to eliminate much of the burdensome...

Claimable removes the headache of managing insurance claims for your business, so you can settle more claims, automate your...

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Video & Screenshots

Pricing

Starting from

No info

  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

Starting from

£

59

/momonth
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

User reviews

3.8

5

4

3

2

1

37

28

12

7

10

  • Value for money
  • Ease of use
  • Features
  • Customer support
78%
would recommend this app

4.9

5

4

3

2

1

9

1

0

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
100%
would recommend this app

Pros

The program is wonderful and the employees, tech help, sales and all have been amazing. Friendly, professional and lots of help.

CT

Christy T.

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.

LT

LESLIE T.

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.

JC

James C.

Pros

Not enoughreviews yet

Cons

The GUI (graphical user interface) or the Screen you look at has horrible amounts of wasted space with literally NOTHING on it.

NT

Nate T.

The accounting side of the software is the worst. Very hard to keep track of invoices, and payments.

EH

Eric H.

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

SB

SHANNON B.

Cons

Not enoughreviews yet

  • Vendor responds to reviews
  • Last review2 months ago
  • Vendor responds to reviews
  • Last reviewa year ago

Key features

  • Total features14
  • API
  • Activity Dashboard
  • Adjustor Management
  • Audit Management
  • Audit Trail
  • Case Management
  • Claims Tracking
  • Commission Management
  • Compliance Management
  • Contact Management
  • Customer Management
  • Customizable Fields
  • Customizable Reports
  • Data Import/Export
  • Document Management
  • Document Storage
  • Electronic Claims
  • Email Marketing
  • Insurance Policy Management
  • Lead Management
  • Multi-Location
  • Property & Casualty
  • Quotes/Estimates
  • Reporting & Statistics
  • Rules-Based Workflow
  • Task Management
  • Task Scheduling
  • Workflow Management
  • Total features15
  • API
  • Activity Dashboard
  • Adjustor Management
  • Audit Management
  • Audit Trail
  • Case Management
  • Claims Tracking
  • Commission Management
  • Compliance Management
  • Contact Management
  • Customer Management
  • Customizable Fields
  • Customizable Reports
  • Data Import/Export
  • Document Management
  • Document Storage
  • Electronic Claims
  • Email Marketing
  • Insurance Policy Management
  • Lead Management
  • Multi-Location
  • Property & Casualty
  • Quotes/Estimates
  • Reporting & Statistics
  • Rules-Based Workflow
  • Task Management
  • Task Scheduling
  • Workflow Management

Integrations

  • Total integrations4
  • Authorize.net
  • Dropbox Business
  • Facebook
  • Gmail
  • Google Analytics
  • Google Calendar
  • Google Maps
  • Mailchimp
  • Microsoft 365
  • Microsoft Excel
  • Microsoft Outlook
  • PayPal
  • QuickBooks Online
  • QuickBooks Online Advanced
  • Salesforce Sales Cloud
  • Shopify
  • Stripe
  • Wordpress
  • Xero
  • Zapier
  • Total integrationsN/A
  • Authorize.net
  • Dropbox Business
  • Facebook
  • Gmail
  • Google Analytics
  • Google Calendar
  • Google Maps
  • Mailchimp
  • Microsoft 365
  • Microsoft Excel
  • Microsoft Outlook
  • PayPal
  • QuickBooks Online
  • QuickBooks Online Advanced
  • Salesforce Sales Cloud
  • Shopify
  • Stripe
  • Wordpress
  • Xero
  • Zapier

User reviews that mention these apps

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend4/10

Share this review:

Agency Matrix logo

Agency Matrix

AGENCY MATRIX FOR COMMERCIAL

Reviewed 2 years ago

FROM THE STANDPOINT OF COMMERCIAL INSURANCE, MATRIX IS EXTREMELY CUMBERSOME TO WORK WITH. THE SYSTEM IS FLEXIBLE ENOUGH THAT YOU CAN WORK AROUND IT'S SHORTCOMINGS, BUT IT TAKES TIME. FOR INSTANCE, YOU PREPARE A CERTIFICATE OF INSURANCE FOR A CLIENT, WHO WANTS IT SENT DIRECTLY TO HIM. YOU SELECT THE CERTIFICATE, HIT ACTION, AND THERE IS NO OPTION TO EMAIL TO THE CLIENT, ONLY TO ENTER AN EMAIL (UNLESS...

Pros

EASY TO STORE CLIENT INFORMATION, CLIENT SEARCH WORKS WELL. THE MASTER LIST FOR CERTIFICATE HOLDERS WORKS PRETTY WELL, UNLESS YOU TRY TO TIE HOLDERS IS INDIVIDUAL INSUREDS. EMAILING CERTIFICATES WORKS FAIRLY WELL, EXCEPT IT DOESN'T SAVE A LIVE COPY OF THE EMAIL, SO YOU CAN'T RESEND A COPY TO THOSE CLIENTS THAT CLAIM THEY NEVER GOT THEIR COPY.

Cons

FOR COMMERCIAL INSURANCE, THIS PRODUCT DOES NOT FLOW WELL. INFORMATION HAS TO BE ENTERED IN SEVERAL PLACES, ENTERING IN ONE SPOT DOESN'T FILL THE SAME INFORMATION ACROSS MULTIPLE SCREENS. ACORD FORMS AREN'T UPDATED AUTOMATICALLY, IN PRACTICAL USE THEY ARE JUST A PLACE TO STORE COPIES. IF YOU SELL A POLICY THAT DOESN'T AUTOMATICALLY DOWNLOAD, IT TAKE YEARS TO KEY THE INFORMATION IN, AND SOME THINGS JUST CAN'T BE ENTERED.

Vendor response

Hi Gary, Thank you for your review of Agency Matrix. Your feedback is very important to us. We appreciate your suggestions and your feedback has been passed along to our product team. We would love the opportunity to address any additional questions or concerns you may have. Please let me know how I can be of assistance.