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Agency Matrix Logo

Agency Matrix

3.7
(102)

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Agency Management & Automation Solution

(8)

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Agency Matrix Pricing

Pricing overview

Value for money rating

3.8

/5

102

Price starts from

69

/user

Per month

Pricing options
Free plan
Subscription
Free trial

Pricing details

$69/per month/per office
No long-term contract
Pay per office, NOT per user
Low setup fees
100% web-based!
Multi-office discounts available

What users say

Initial Price vs benefit was great. As it has evolved, new features have come handy.
In the beginning they were very attentive to our needs and budget friendly. Throughout the years they have added more options to custom fit your needs.

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Reviewers who mentioned pricing said:

DC
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Douglas C.

Insurance, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Agency Management Software on Steroids

Reviewed 4 years ago

Incredible.

Pros

Ease of use. Ease of figuring out how to use it. Training videos which are short and effective.

Cons

Nothing. Whenever we have come across a problem or an opportunity to grow, the staff have involved the developers and pivoted in a way I have never seen before, making it almost a custom solution. But the truth is, as they realize, if one agency is having trouble with something, so are others. And so they have made tweaks here and there over the years that have made this THE best agency mgt software on the market. And the price, you can't beat that either for what you get. We're here for life.

Vendor response

Hi Douglas, Thank you for your review! We appreciate your feedback. We are pleased that you are happy with Agency Matrix! Please let us know if we can do anything to help!

JS
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Jenny S.

Insurance, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Easy for a Small Business

Reviewed 4 years ago

Great customer service and very affordable

Pros

Ease of use and the instinctive nature of the setup

Cons

A few more customization options for policy types and features would be nice

Vendor response

Hi Jenny, Thank you for your review. 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.

JC
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Joan C.

Insurance, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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The Best - Much Better More Expensive

Reviewed 4 years ago

I like the easy and ability to work anywhere with the system

Pros

Easy of use and understanding with someone always there if you should need help

Cons

Initially I found the problem with commercial accounts

Vendor response

Hi Joan, Thank you for your review. Your feedback is very important to us. Are you still experiencing any issues with commercial accounts? Would you like a customer support representative to reach out?

EH
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Eric H.

Insurance, self-employed

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend6/10

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It's ok at best

Reviewed 4 years ago

Very difficult to leave as I made a transfer from another software to this one and do not want to go through that again. With a few changes this could be a much better platform.

Pros

i like the fact that is the least expensive option for me.

Cons

The accounting side of the software is the worst. Very hard to keep track of invoices, and payments. endorsements are impossible to do. To reconcile you have to do double and triple work. Things that should be tied together like paying the carrier and paying commission should be processed at the same time. With Agency Matrix I have to do this twice. once to pay the company and a second time to pay myself and producers.

Vendor response

Hi Eric, Thank you for your review of Agency Matrix. Your feedback is very important to us. Would you like us to reach out to you to help address any concerns you may have with Agency Matrix's account features?

SH
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SHEILA H.

Insurance, 1-10 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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THIS IS MY FIRST MANAGEMENT SYSTEM

Reviewed 4 years ago

Overall I would recommend Agency Matrix although with the ITC take over our price went up $10 without any communication that it was going to happen.

Pros

I love all the information that is at my fingertips when a customer calls. Reports are good a little complicated but good

Cons

i have an error that pops up when I want to scan directly to a persons file. I have to ok it a couple of times before it will actually scan so it takes alot of unnecessary time and we are a very busy office.

Vendor response

Hi Sheila, Thank you for your review of Agency Matrix. Your feedback is very important to us. Are you still experiencing this issue? Is so, please let me know and a technical support representative will be reaching out as soon as possible.

DC
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David C.

Financial Services, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Good value

Reviewed 4 years ago
Pros

It does what we need it to do. Like many CRM programs, it is probably not being used to the fullest extent

Cons

The initial set up can be cumbersome. It is tedious to enter carrier names, addresses, naic numbers, etc

Vendor response

Hi David, Thank you for your review of Agency Matrix. Your feedback is very important to us. Agency Matrix is equipped with numerous features to make our client's lives and their agency run smoother. We would like to help you use Agency Matrix to its fullest potential. Would you like a member of our team to reach out to help resolve any questions or concerns you may be having? Thank you again for your review!

AB
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Allegra B.

Insurance, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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You get what you pay for

Reviewed 3 years ago

The amount of money we pay monthly is appropriate to the overall experience we get with Agency Matrix. Their customer service is average, the quality of the application is average, and variety of different functions it serves is average. If you are looking to be AMAZED by an agency management system, then try something else. But, if you have some employees who cannot handle complex software and you have other supporting software for things like electronic signature requests, document generation like declarations and id cards, and file storage, then you will really like Agency Matrix's stripped-down approach to doing a good job of simply housing your clients profile information and policies at a really affordable price.

Pros

The monthly cost of Agency Matrix is less than half of that for other agency management systems. Our team had little problem learning how to use the system after only a few basic training sessions.

Cons

Every update they have done has led to serious system outages, glitches, and causing tasks to take 2x to 5x longer because it is so slow or makes you have to redo them over and over. There are many times that our agents have posted notes in the system one day, and then they are not there the next. The last update made it so downloads timed out after each individual one (a 5-10 minute task of reconciling downloads took about 2-3 hours).

AO
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ANTONIO O.

Insurance, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

Share this review:

Best practices, Reports & Videos.

Reviewed 4 years ago

Tool is useful, Training about its features or best practices should help its overall experience, as of now, for me its a get to know tool. Suggestion, Training videos must be updated + a new stream of videos not for training, but best practices, similar to what used to be done with Within the Matrix videos, but with based on common best practices like reporting combinations or automated marketing recommendations to light up the creativity on the end user's needs.

Pros

Initial Price vs benefit was great. As it has evolved, new features have come handy. Visual Agent / Automatic Marketing is a time saver big time, as long as its correctly set up. When not properly setup, lots of complains can come our way.

Cons

Lots of updates and new features were being released, not much training to keep us up with them. We had to learn most of them by Try & error, and we may still not have mastered all features. 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. We should be able to modify what the dashboard view and source of information, currently does not give information as relevant as expected. Reports name and descriptions are really confusing and set expectations that are not met by them.

Vendor response

Hi Antonio, 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 will be starting a webinar series in the next few weeks that will provide training on our new updates. 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.

AB
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Annette B.

Insurance, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Good Value

Reviewed 4 years ago

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. I researched several and found Agency Matrix on line. The functions and price fit my needs very well. I have been using them for almost 7 yrs and I am very pleased. I have recommended this system to many of my fellow agents and most have signed up.

Pros

Easy to use platform, Cloud storage and backup, can access from multiple devises and locations.

Cons

I have to add products and companies for each carrier. would be nice if I only had to enter a company and products once and be able to add to different carriers /mgas.

Vendor response

Hi Annette, Thank you for your review.. Your feedback is very important to us. Your concerns have been passed on to our product team. Are there any additional questions or concerns that you might have? If so, we would love the opportunity to address them as soon as possible. Would you like a customer support representative to reach out to you?

RH
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ROBERTA H.

Insurance, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Best Agency Management we have used!!

Reviewed 4 years ago

Having Agency Matrix as our agency management system for over 5 years has helped us manage things with ease. Out of all the software systems we have used prior to Agency Matrix, this is by far the easiest to use, best value, and the customer service if there is any issue, is always on top of things and resolutions are swift.

Pros

The ease of use and multiple options available for agency management are awesome.

Cons

So far, we love all the aspects of the software.

Vendor response

Hi Roberta, Thank you for your review! We appreciate your feedback. We are pleased that you are happy with Agency Matrix! Please let us know if we can do anything to help!

NT
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Nate T.

Insurance, 11-50 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend2/10

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Not Cloud Based as they claimt, NOT for commercial lines, slow response

Reviewed 5 years ago

We are growing at a rate of + 33% year over Year and we have hung in with the system since 2016 but are SO frustrated with the lack of response we are looking to leave. THe systmen IS not cloud based NO matter what they tell you in marketing literature... If you need Acord forms with signatures this is not the system for you. Buggy overall and the whole thing goes down far to often.

Pros

Price... till you realize "you get what you pay for"

Cons

Not for commercial. The GUI (graphical user interface) or the Screen you look at has horrible amounts of wasted space with literally NOTHING on it. a useless "tools" box dominates the "all important" right side of the screen and the accord forms ARE not cloud based. You still need to download the file, stamp your signature and upload to "attachments" meaning they are no longer in the cloud but on...

CS
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Chad S.

Insurance, 1-10 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Great Value and Solid Features

Reviewed 5 years ago

Overall I have been pleased and enjoy how quickly I can access items and information.

Pros

I like the value of the product and the fact that they won't jump my rates 34% without warning like I got from one of the biggest in the industry. They are also responsive and are continually improving their product. They recently upgrade their acord forms where I can quickly create and issue a new COI with multiple policies quicker than I could on EPIC.

Cons

At first I thought it wasn't as great for commercial business, but over the past few months I've been with them they have made enhancements that have been very helpful.

Vendor response

Hi, Chad. Thank so much for your review! We've been concentrating for the past several months on making the ACORDs process the best it could be, for both personal and commercial users. It's always nice to hear that our efforts are paying off!

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Mark V.

Insurance, 1-10 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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NON-Existent Customer Support, Impossible to Setup, Lost My existing Database and we are only able to leave a message for support

Reviewed 6 months ago
Pros

We were literally sold a bag of goods from [sensitive content hidden] saying that our existing agency management software was being "sunsetted" and we will no longer have access to our own client base. The price was TRIPLE what we were paying but felt pressured into switching, literally being told "we will shut it down and you will not have access to your client base after the first of the year".

Cons

We had a 30 minute call from [sensitive content hidden] who identified herself as being "our Project Manager" and explained the process and would "be with you from start to finish to make sure you are online". We have not heard back from her again, called the company who said we "needed to speak with your project manager", left countless messages, sent countless emails....all UNRETURNED.

SH
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Sharon H.

Insurance, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Love agency matrix

Reviewed 4 years ago

I have been an agency matrix user for over 10 years . It has made being a virtual agency very simple , I would have never imagined this Being able to travel and still take care of your clients because I have to software to access at all times is priceless . I love agency matrix

Pros

I love the fact that I’d is easy to navigate

Cons

Well like anything else I hate when the price goes up and they added a new product but it is not always in my budget to get the next best thing

Vendor response

Hi Sharon, Thank you for your review. Your feedback is very important to us. I would like to personally reach out to see if there is anything additional we can do for you.

ra
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ramon a.

Insurance, 1-10 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Agency Matrix is crucial to growth

Reviewed 4 years ago

So far exceeded expectations. Almost made a mistake buying a different product that was offering all but delivering nothing except an expensive 2-3 months. Luckily I was able to extract myself and get Agency Matrix.

Pros

Agency Matrix has been around for a few years. I had been very loyal to prior product but it became clear it was not keeping up with new technology. The new product, while a bit pricey, it is more technologically advanced and comes with training and training videos. Very intuitive.

Cons

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

Vendor response

Thank you Ramon for the kind words! We are happy that you have enjoyed Agency Matrix and that our agency management system has helped your agency.

AN
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Amy N.

Insurance, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend6/10

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AM Review

Reviewed 4 years ago

I'm ok with Agency. Just ok. Not over the moon.

Pros

At the time I purchased, the price was very attractive.

Cons

Using the Acord forms section is MUCH TOO CUMBERSOME. Sometimes you can't edit a certificate you've made in the past week, sometimes you can. the whole thing takes much more time than it should. System seems to go down a lot without any real explaination.

Vendor response

Hi Amy, Thank you for your review. Your feedback is very important to us. Your total product satisfaction is our top priority. We would love the opportunity to address any questions or concerns you have. Would you like a customer support representative to reach out?

SR
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Stephen R.

Insurance, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend1/10

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Not worth the problems

Reviewed 4 years ago

It was a very good program until ITC made changes that now makes me scream.

Pros

I like the ease of use and customer support prior to ITC

Cons

ITC has made changes that makes the program not worth the cost savings. I am presently looking into other software providers.

Vendor response

Hi Stephen, We appreciate you taking the time to provide us with a review of Agency Matrix. Your feedback is very important to us. We would like the opportunity to address any concerns you may have with your product. A customer service representative will be reaching out to you soon.

GC
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Grace C.

Insurance, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Affordable Management System

Reviewed 4 years ago

It has been great

Pros

Price and ease of use that came with the product. Aside from this my team found it just as easy and were able to transition quickly to this new system.

Cons

It has been hard on occasion to get a hold of customer service.

Vendor response

Hi Grace, Thank you for your review. Your feedback is very important to us. If there are any questions or concerns, I can ensure that a customer support representative reaches out to you as soon as possible. Would you like someone to reach out?

SC
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Shawn C.

Insurance, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Best in the industry

Reviewed 4 years ago

Overall happy. They have experienced some growing pains though.

Pros

Overall a good product. They have aquired another competitor that i hope will bring even more value to their product.

Cons

Caveat* I am very frugal. Pricing could be better.

Vendor response

Hi Shawn, Thank you for your review of Agency Matrix. Your feedback is very important to us. We are pleased to see that you are happy with Agency Matrix! Please let me know if you have any additional questions or concerns.

SC
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Sarah C.

Insurance, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Great Agency System!

Reviewed 4 years ago

Very pleased with the overall usage and storage capacity. We looked at several other systems originally and have always been pleased with this choice.

Pros

user friendly, simple to learn, great value

Cons

We've had no issues with the system for us.

Vendor response

Hi Sarah, Thank you for your review! We appreciate your feedback. We are pleased that you are happy with Agency Matrix! Please let us know if we can do anything to help!

SR
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Stuart R.

Insurance, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend6/10

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Basic

Reviewed 4 years ago

For keeping track of clients and a place to store client's information and documents it is a good product.

Pros

It is easy to use. Adding clients and information.

Cons

Not really a con, but it is a basic product at a basic price so there are not that many bells and whistles.

Vendor response

Hi Stuart, Thank you for your review. Your feedback is very important to us. We would like to help you get more out of your product. Would you like to speak to someone to help improve your experience?

GD
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George D.

Insurance, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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GIA

Reviewed 3 years ago

Price keeps increasing

Pros

Able to keep up with my clients and polices and other

Cons

Takes up too much time when you have to do Manual data entry

Vendor response

Hi George, Thank you for taking the time to review Agency Matrix. We really appreciate your feedback and your rating of five stars. If there is anything I can do to help you now or please let me know in the future.

AM
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Aly M.

Insurance, 51-200 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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Do NOT Buy!

Reviewed 4 years ago
Pros

Cheaper than competition, but you get what you pay for!

Cons

The system is not reliable and its down a few times a week. There is zero support when you point out bugs in this system and updates/patches are released on the fly during business hours without any sort of testing.

EA
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ESSAM A.

Insurance, 1-10 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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Agency management system

Reviewed 4 years ago

Problems from day 1

Pros

The number of users and price and it’s geared more to commercial and the scanning is better than Ezlynx

Cons

Accounting , lake of companies to rate, looks ugly and

Vendor response

Hi Essam, Thank you for your review of Agency Matrix. Your feedback is very important to us. We apologize for your experience so far with Agency Matrix and we would love the opportunity to address any additional questions or concerns regarding you Agency Matrix account. Please let me know how I can be of further assistance.

Ju
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John u.

Insurance, 1-10 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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owner of software

Reviewed 4 years ago

Its been easy to use. good value for the price

Pros

Easy Use. Generates reports that I link, and the prefill for acords is great

Cons

it took a little bit to get use to operating, but good now

Vendor response

Hi John, Thank you for your review! We appreciate your feedback. We are pleased that you are happy with Agency Matrix! Please let us know if we can do anything to help!