Agency Matrix vs HealthSherpa

ePayPolicy

Jenesis Software

Applied Epic

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 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 Agent

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.

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

AgencyBloc AMS+

NowCerts

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.

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

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.

Executive Assistant

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

Vice President

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

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.

Adminstration Manager

Email Management

Pricing

Payment Processing

Communication Issues

Customization

File Management

Training and Learning Curve

Growth Challenges

Agency Management

Large Enterprises

Small Business

Mid-size Business

Freelancers

Zywave

Vanillasoft

VanillaSoft is a lead optimization system for fast-response sales teams. It prioritizes warm leads, streamlines agent workflows, and ensures calls, emails, and texts get through—avoiding spam filters and blocked calls. Sales teams stay efficient, effective, and connected, closing more deals.

Ricochet360

Ricochet360 is an all-in-one auto-dialer, CRM, lead management, and marketing automation platform designed for both inbound and outbound agents looking for a competitive advantage. It enables teams to call a new lead in one second, nurture and engage prospects throughout the entire sales process, and automate most of the daily workflows.

NextAgency

NextAgency is an agency management system for life & health agencies that consolidates CRM, marketing automation, compliance, analytics, and optional commission tracking in one configurable platform. Hosted on AWS with 256-bit encryption. Free 30-day trial with no long-term contract required

HealthSherpa is designed to help healthcare organizations of all sizes streamline quoting, enrolling, and client management operations for ACA (Affordable Care Act) under the healthcare law. The platform enables agents to submit applications, follow-up on clients, and track approval status.

For Insurance Industry

Sales Pipeline Management

HealthSherpa

eWay-CRM

Salesforce Sales Cloud

Odoo 

Thryv

Sage Sales Management

Basic

Independent Broker

Independent Health and Life Insurance Agent

It streamlined every task from comparing health plans (on and off the marketplace), to shopping for individual dental plans, to performing provider searches, to drug formulary look-ups, to collecting payments.  

Account Manager

all the filters we can put in to find exact plans for certain needs.

Policy management is awesome be sure policies are effectuated and upload requested docs.

The Compare tool Print function does not work.

I use HealthSherpa daily to quote and enroll clients.

Independent Agent

They do not inform you of all of the "procedures" necessary to keep your business from ending up in their pocket.

Off Exchange is not always accurate rates or available plans shown.

Health Insurance Agent

Often 1 family member uses the insurance more than the rest of the family, so it would help keep the overall monthly premium if we could put the clients into different plans.

This system gives me the ability to use my own agent login to the Marketplace and assist clients more reliably.

Agent Owner

That it allows you to quote quickly and easily

licensed health agent 

sometimes the system will be down when people are trying to enroll

After I have sourced and reviewed a policy, I cannot share the link with my prospects. When they receive the link they are prompted to input MY info.

Broker

Also, the ability to organized my book of business and have up to date information on all of my clients.

It's keeping track of all my contracts in multiple States along with all my customer data.

Licensed insurance agent

The layout of the opening page and the other pages.   How easy it is to quote someone and email them the quote.   Plus they can do the enrollment which saves me time, or I can do the enrollment.  

I also think doing the AOR process should be allowed year round.

In general it is much more user-friendly and efficient for completing enrollments yourself or sending a link to a client to complete an enrollment.

Producer

Connecting and syncing with the Market Place is record speed by way of Health Sherpa rather than going directly to the Market Place.

There are all of the functions that an agent needs to enroll, update and submit documents.

insurance broker

I cannot see doing open enrollment without it.

Insurance Broker

Integrates with all the companies that I am contracted with so I can view all the plans on this platform.

President

The ability to quote, enroll and service customers without having to login to Healthcare.gov.

No repeated questions which makes input quicker

It consolidates all my carriers in one place and seamlessly connects to healthcare.gov.

It conveniently stores data history and client activity for my records.

There are only a few things that I don't like in using the software and one of them is that the "Go Back" button is NOT at the top left of the page.

This allows the agent to build great repore with the client which equals more sales that will stick.

Makes Lead management Easy- with an import feature to have all your clients information securely stored in one place

DoorDash driver 

it sucks very expensive i could only do the free trial.

Independent Licensed Agent

I currently sign into 3 different accounts for each agency I work with that uses HealthSherpa.

As an agent appointed with multiple carriers it was an invaluable quote and enrollment tool as far as I'm concerned.  

Advisor

I can assist the client with their application and enrollment without logging into their account.  

I also love that I can upload my company's logo for easy recognition with my clients.

business owner

When quoting and working with clients some times the screen blacks out and you have to start all over again.

It made my work so much easier and faster than when I was working within individual carrier portals.  

The quoting software is very handy, I just wish I could plug in income info and break it down during quoting.

Often the password would just quit working for them for no reason, and every year we had a difficult time resetting the password.

Managing Owner/Agent

The enrollment portal walks through even the most complex enrollment scenarios.

Financial Professional

I am able to get access to the applications I need to complete my applications.  

Need a way to add a person to the quote at the end of the application.

Independent Agent 

Difficult to manage your clients especially when the client is a shopper and changes their choices.

The Health Sherpa platform is very useful for ACA enrollments and changes.  

You can email selected quotes to prospects and clients.

My overall experience with HealthSherpa has been very awesome, most helpful and useful tool to me in the best ways possible due to the fact that I'm working with several carriers and agencies.  

In less than 2 trainings, was able to use it without any problems and learned about the products to offer my clients.

Licensed Agent

It doesn't specify when you will get your referral bonuses or how they are paid out

Also, during the LAST WEEK of OEP, there needs to be 24 hr chat/phone availability.  

Agency Owner

It is very easy to process Marketplace enrollments and refer applications for carriers we do not have an appointment for.

Agency Matrix vs HealthSherpa Comparison (2026)

Agency Matrix

HealthSherpa

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives