Agency Matrix Pricing Plan & Cost Guide

Agency Matrix

Agency Management & Automation Solution

3.8/5 (94 reviews)

Agency Matrix Pricing

Pricing model: Subscription

$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

Competitors Pricing

Jonas Enterprise

Starting from: 8000.00
Pricing model: One Time License

Claimable

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Pricing model: Subscription
Free Trial: Available

ClubExpress

Starting from: 24.00/month
Pricing model: Subscription
Free Trial: Available

WinFDS

Starting from: 17500.00
Pricing model: One Time License

Lodgify

Starting from: 11.00
Pricing model: One Time License
Free Trial: Available

Agency Matrix Pricing Reviews

Pros

  • The program is wonderful and the employees, tech help, sales and all have been amazing. Friendly, professional and lots of help.Christy T.Read the full review
  • 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.LESLIE T.Read the full review
  • 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.James C.Read the full review

Cons

  • The GUI (graphical user interface) or the Screen you look at has horrible amounts of wasted space with literally NOTHING on it.Nate T.Read the full review
  • The accounting side of the software is the worst. Very hard to keep track of invoices, and payments.Eric H.Read the full review
  • This entire experience has been awful. It took 2 months to even get a response from the transition team to import information.SHANNON B.Read the full review
78%
recommended this to a friend or a colleague

25 reviewers had the following to say about Agency Matrix's pricing:

John u.

owner of software

Used daily for 6-12 months
Reviewed 2020-06-02
Review Source: Capterra

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

Response from ITC


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!

Rating breakdown

Value for money
Ease of use
Features

Likelihood to recommend: 10/10

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Aly M.

Do NOT Buy!

Used daily for 2+ years
Reviewed 2019-11-07
Review Source: Capterra

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 0/10

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Shawn C.

Best in the industry

Used daily for 2+ years
Reviewed 2020-05-28
Review Source: Capterra

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.

Response from ITC


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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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George D.

GIA

Used daily for 2+ years
Reviewed 2020-10-30
Review Source: Capterra

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

Response from ITC


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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 7/10

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Allegra B.

You get what you pay for

Used daily for 2+ years
Reviewed 2021-09-15
Review Source: Capterra

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).

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 7/10

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Nate T.

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

Used daily for 2+ years
Reviewed 2019-05-23
Review Source: Capterra

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 your PC (not good if you log in from a computer that is not yours (travel/home). The coding/development team is either overworked or just do not care about the commercial space. If you run a small sweat shop that is heavy personal lines this is ok for you. Don't buy anything above the standard package as none of the bells are worth it. IF the VP of slaes told me no totus ehte "accounting" feature as it is poor. SO we still have to double enter everything into a completly different accounting program. NOT efficient.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 2/10

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Amy N.

AM Review

Used daily for 2+ years
Reviewed 2020-06-09
Review Source: Capterra

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.

Response from ITC


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?

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 6/10

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ESSAM A.

Agency management system

Used daily for 6-12 months
Reviewed 2020-06-02
Review Source: Capterra

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

Response from ITC


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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 0/10

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SHEILA H.

THIS IS MY FIRST MANAGEMENT SYSTEM

Used daily for 1-2 years
Reviewed 2020-06-09
Review Source: Capterra

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.

Response from ITC


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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 7/10

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Annette B.

Good Value

Used daily for 2+ years
Reviewed 2020-06-05
Review Source: Capterra

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.

Response from ITC


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?

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Stuart R.

Basic

Used daily for 2+ years
Reviewed 2020-06-09
Review Source: Capterra

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.

Response from ITC


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?

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 6/10

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Eric H.

It's ok at best

Used daily for 2+ years
Reviewed 2020-05-28
Review Source: Capterra

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.

Response from ITC


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?

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 6/10

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Grace C.

Affordable Management System

Used daily for 2+ years
Reviewed 2020-06-05
Review Source: Capterra

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.

Response from ITC


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?

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Jenny S.

Easy for a Small Business

Used daily for 2+ years
Reviewed 2020-06-09
Review Source: Capterra

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

Response from ITC


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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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James C.

Great simple to use system

Used daily for 2+ years
Reviewed 2020-06-02
Review Source: Capterra

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.'

Pros
I like its simplicity however some of that has gone away as its grown. its a great digital file cabinet for clients files. Its priced great. It should be the first management system used by any new agency.

Cons
new updates are not great. they add extra steps. 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 really wish the downloads sysem had an undo button.

Response from ITC


Hi James,

Thank you for your review of Agency Matrix. Your feedback is very important to us.

We would like to help you resolve any issues you may be experiencing with the new update. We would also like to pass along your suggestions to our product team to help improve the product. Can you let us know what you would like to see improved with the task system?

Would you like a technical support representative to reach out to address any concerns you may have?

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 8/10

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Sharon H.

Love agency matrix

Used daily for 2+ years
Reviewed 2020-05-28
Review Source: Capterra

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

Response from ITC


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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Sarah C.

Great Agency System!

Used daily for 2+ years
Reviewed 2020-06-02
Review Source: Capterra

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.

Response from ITC


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!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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ANTONIO O.

Best practices, Reports & Videos.

Used daily for 2+ years
Reviewed 2020-06-02
Review Source: Capterra

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.

Response from ITC


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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 7/10

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Jorge S.

It does downloads and clock in/ clock out features.

Used daily for 6-12 months
Reviewed 2018-01-11
Review Source: Capterra

Nothing truly special about this software other than the lower priced entry point compared to other management systems and their mobile friendliness isn't very friendly since the software is cut off. If money is not a major concern and you know you will be spending a good chunk of mooney on this type of system anyway, stay away from agency matrix

Cons
Customer service is horrible. They will ask you to follow the video instructions provided with the software which is bad enough but then to top it off the video's are out of date to the point that you cannot follow them along, so then you email their support team and they either ignore you, provide a false answer or say they will reach out to you but never do that either.

Rating breakdown

Value for money
Ease of use
Features
Customer support

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ramon a.

Agency Matrix is crucial to growth

Used daily for less than 6 months
Reviewed 2020-05-29
Review Source: Capterra

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.

Response from ITC


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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 8/10

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Stephen R.

Not worth the problems

Used daily for 2+ years
Reviewed 2020-05-28
Review Source: Capterra

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.

Response from ITC


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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 1/10

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Pedro D.

Still trying to find themselves and make money in the process.

Reviewed 2015-05-01
Review Source: Capterra

I used their services for at least 3 years, in that time they have changed so many things that it's hard to keep up. when direct document scanning was introduced I was all for it. It removed steps from the process of adding things to the file. It recent times their direct scanning has become a nightmare. It works when it wants to and the tech support's response is try downloading a different browser (i.e. firefox, chrome, IE) and to use all if necessary. That is just unacceptable. they also tiered their services when before it was one price and everything just worked. looking for a better solution.

Rating breakdown

Ease of use
Customer support

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Douglas C.

Agency Management Software on Steroids

Used daily for 2+ years
Reviewed 2020-05-29
Review Source: Capterra

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.

Response from ITC


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!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Chad S.

Great Value and Solid Features

Used daily for less than 6 months
Reviewed 2019-06-13
Review Source: Capterra

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.

Response from Agency Matrix


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!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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ROBERTA H.

Best Agency Management we have used!!

Used daily for 2+ years
Reviewed 2020-06-02
Review Source: Capterra

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.

Response from ITC


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!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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