Agency Matrix vs EngageBay CRM

Mailchimp

Zoho CRM

HubSpot Marketing Hub

Jenesis Software

EZLynx

HawkSoft CMS

Compare Agency Matrix and EngageBay CRM based on features, pricing, verified reviews, integrations & more on GetApp. Find out which software is best for your business in 2026.

ePayPolicy

ePayPolicy is a payment processing solution designed to help businesses in the insurance sector collect credit card and ACH payments from policyholders. The centralized dashboard enables administrators to track transactions, access electronic receipts, and control user permissions.

Jenesis Software is an insurance agency management solution that helps independent agencies reach out to potential prospects, manage clients, and improve relationships with policyholders. Key features include document management, cancellation tracking, renewal management, and marketing automation.

Applied Epic

Applied Epic is a cloud-based insurance business management solution that helps agencies manage customer relationships, sales opportunities, accounting, benefits administration, and more. Key features include process management, document storage, messaging, electronic signature, and reporting.

Insurance Agency Automation Solutions
Agency Software

Activity Dashboard

Activity Tracking

Calendar Management

Client Management

Client Portal

Commission Management

Contact Database

Contact Management

Customizable Reports

Document Management

Document Storage

Email Marketing

Forms Management

Insurance Policy Management

Invoice Management

Lead Management

Pipeline Management

Policy Management

Property & Casualty

Quotes/Estimates

Reminders

Reporting & Statistics

Self Service Portal

Task Management

Third-Party Integrations

Workflow Management

Agency Matrix

Web-based

iPad

Windows

iPhone

Android

Standard Pricing

Account executive

Also, not a lot of companies downloaded into their system, nor did they download in attachments to client files.

Originally, we were told it had Progressive on their rater for Minnesota and they did not.

Insurance Agent

There's no way to run an agency when you are at the mercy of a company that doesn't answer to their actions but makes sure to call you ONLY when your payment doesn't go through.

Owner/Manager

With Insurance Pro I searched a policy number and got that individual policy. With Agency Matrix I type in the same policy number and get EVERY POLICY under that client name (Client in question is a mobile home dealer with about 200 active policies, I have to dig through ALL of them to find the one that needs input!)

Owner

you'll get mothing - The other company sealed the deal today we had a issue with the PL rater and they remoted in in less than 5 mins corrected it on the first call - I just called matrix and canceled

They should have a lot more training up front.

I have been with Agency matrix for 15 years - I recently switched mainly because the support once ZYwave purchased went to Zero - really if you don't believe me  try calling them 1-800-456-2074 or email them support@zywave

For example, today is 03/18/24, and this morning, we received a message from Zywave that the system will be offline on 3/19/24 from 11am-3pm.

The system is cloud-based and works fast compared to our old system.

For a client with multiple policies I have to search the list of ALL their policies to find the ONE that needed updated.

Unfortunately we're stuck with it, because we trusted Insurance Pro and didn't request a demo, we simply signed the agreement and now are locked in to a one year agreement for an inadequate program.

In the beginning, Agent Matrix was good and agent-focused.

Account Executive

I feel they could make some upgrades that makes it faster and easier to use for Account Executives.

Agent

This product is not only easy to use but it makes your work life that much more organized and efficient

Office Manager/Agent

Ability to keep all customer data, accounting, commissions in one program and variety of reports and correspondence options.

Manager

It lacks of some preset templates for agents / mangers / CSR based on most common configurations (best practices) with the option to add or remove permissions.

Agent 

I can transfer info from my Applied Rater straight into Agency Matrix so  I have all the information transferred when I'm ready for it.

owner agent

The new task system isn't as good as the prior version, the new notes updates now has extra required fields and extra steps.

I like how you have the ability to integrate the system with other systems we use day to day to help eliminate extra work and making things more streamline.

COMMERCIAL ACCOUNT MANAGER

YOU CAN THEN SELECT AND COPY THE CLIENT'S EMAIL, PASTE IT IN THE SEND TO BOX, THEN DESELECT CC THE CLIENT, AND YOU ARE GOOD TO GO.  

I think the quotes done on ITC should automatically transfer to the Matrix when quoted and marked under "Quote Received" or something showing the notes from ITC.

owner

The fact that the email and custom letter features are not compatible with usual business systems like Outlook or Word makes it difficult.

I asked twice in two different ways for a call regarding the steps to upgrading to a higher tier and no one called or emailed me back. When I am putting in a new client, a popup will say "there may be another client in the system with this info" but it doesn't tell who it is.

Executive Assistant

Our team had little problem learning how to use the system after only a few basic training sessions.

V-President

Matrix has made a habit of making changes without letting the end user know what they are changing and how it will affect this business until it has already happened.

THE TOOLS TO SERVICE A DIVERSE COMMERCIAL BOOK WITH MULTIPLE STANDARD A SURPLUS LINES CARRIERS JUST AREN'T THERE.

Vice President

Never was able to talk to someone when i needed help with the system.

Director

This allows us to build the sections of the insurance process that are most important to us.

Agency Owner

Some imbedded products are best to use outside sources, like the texting and telephony option.

I have trouble getting customer service on the phone & replies to my emails to support are slow, that is, if I get a response.

I had major issues with the company...including them totally deleting my file without my permission and the potential loss of data.

Agent/owner

When I started my agency , I had experience with several different agency management systems, most were out of my price range as a new startup.  

It has taken a little time and practice to really get comfortable with the system but any time I've had to reach out to customer service with an issue, they have been very quick to assist and usually are able to resolve any issue I have.

The new product, while a bit pricey, it is more technologically advanced and comes with training and training videos.

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

It can be very complex with the set up of the system and really getting familiar with all of the features offered on the site and to really get the most out of what's offered.

President 

Fees and Taxes do not stay in totals with any edits to policy details.  

INFORMATION HAS TO BE ENTERED IN SEVERAL PLACES, ENTERING IN ONE SPOT DOESN'T FILL

I have repeatedly asked if we could change the driver's license number to Medicare number, which is a solid No.

President

Wish it could be more customizable to really be tailored to what my companies needs are.

The upgrade for agency financing was a nightmare & creates more work for the agency.

They should have training webinars and have users join based on the area of interest.  

I like to automated emails I can send for renewals.

I have a rep (who was recently terminated) that kept me calm and told me this is not the norm and he worked hard with others to get me up and running again.

Multiple features and helps inter office communication

Office Owner

I can access all the text messages and email sent/received .

Email Management

Customization

Agency Management

Payment Processing

Training and Learning Curve

Integration and Changes

Communication Issues

Growth Challenges

Updates and Upgrades

Large Enterprises

Small Business

Mid-size Business

Freelancers

Zywave

HubSpot CRM

HubSpot CRM is a lead management solution that helps businesses with recording calls, logging emails and managing customer data. It has been designed from the ground up and is ready to eliminate manual work and actually help sales teams. It was built ready for the modern world to help users get running and start selling.

Salesforce Sales Cloud

Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. The platform combines human sales professionals with AI-powered automation, data, and intelligence. This integrated solution is designed to help businesses of all sizes and industries.

Zoho CRM is a cloud-based customer relationship management (CRM) solution that helps businesses of all sizes close deals smarter, better and faster. The solution lets businesses reach customers through every channel, including telephone, email, social media, and live chat.

AI-powered all-in-one CRM for marketing, sales, and support — built to help small businesses grow faster.

Agency Matrix vs EngageBay CRM Comparison (2026)

Agency Matrix

EngageBay CRM

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives