Agency Matrix Reviews

That I can text and send payment alert to my clients, keep their information on file and check my reports is awesome.

I like everything. There is anything missing that I can think now.

Hi Maria, Thank you for your review! We appreciate your feedback. We are pleased that you are happy with Agency Matrix and are honored that you have trusted Agency Matrix for so long! Please let us know if we can do anything to help!

Ease of use and the instinctive nature of the setup

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

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.

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.

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.

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.

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

Initially I found the problem with commercial accounts

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?

The company has provided excellent support & training. I like the way the system can be customized and is very easy to learn and use.

Sometimes key strokes are not responsive. Maybe it's me but I have to hit the key several times. (sometimes)

Hi Cheryl, Thank you for your review of Agency Matrix. Your feedback is very important to us. Are you still experiencing the issues with keystrokes? If so, would you like a technical support representative to reach out and try to resolve this issue?

I like that we have quick and easy access to our 2,000 customers without having to pull a file out of a cabinet.

I hate that the product is made for car insurance, which we do not sell. I have repeatedly asked if we could change the driver's license number to Medicare number, which is a solid No. We were told instead to put it in a custom field, which we did. This week that field disappeared. I had to leave messages and call back many times before someone would actually talk to me about it. When they did they said it would be fixed the next day as they can no longer make changes immediately. That gave us two entire days with no access to our customer's Medicare numbers. It caused massive problems.

Hi Stacy, Thank you for your review of Agency Matrix. Your feedback is very important to us. We would love the opportunity to earn back your trust. Was this issue ever resolved? Can we provide any additional assistance to help your agency run smoother?

Tech support and customer service were both great - and that's good because you WILL need tech support!

We were upgraded from Insurance Pro to Agency Matrix by Zywave, and having been extremely please with Insurance Pro we did NOT request a demo - VERY BIG MISTAKE! During the conversion we found several problems: It did NOT bring in policy coverages when transferring to Agency Matrix. It DID change every date of birth in all files to Jan 1, 1901. I does NOT import coverage amounts to accord forms-with...

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I really would like to recommend anyone who has the need to keep your daily track of all your information , this program is very useful , I have been using Agency Matrix for a very long time, never had any issues with it. The program is easy to understand.

I don't have any opinion that I think is wrong with the system .

Hi Blanca, 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!

I like that everything is on one page per client. I also like that there are videos to teach an individual how to use the software. But...who has time for videos? Not me.

The reports are not as easy to work up as you would think. It is not easy to break down what you want or to separate when trying to do a report and print tasks.

Hi Leslie, Thank you for your review! Your feedback is very important to us. We are pleased to see that you appreciate our training videos. Would you like a customer support representative to reach out to address any questions you might have with the reporting?

Management system. The ease of use. Friendly to use.

Site goes down to often. Upgrades to system do not always make things better. The upgrade for agency financing was a nightmare & creates more work for the agency. This just made our job harder.

Hi William, Thank you for your review. Your feedback is very important to us. We would like to help you resolve any issues you may be experiencing with the new update and finance center. 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 finance center? Also, would you like a technical support representative to reach out to address any concerns you may have?

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

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

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.

We started with it 9 years ago. It's easy to use on the daily/customer basis, but sometimes setting up the functions can be confusing and not so simple.

It is sometime difficult and time consuming to set up new functions or companies.

Hi Michele, Thank you for your review of Agency Matrix. Your feedback is very important to us. We are so happy that you have trusted Agency Matrix with your agency management needs for 9 years. Our goal is to make sure we can make our clients have an agency management system that helps their agency run smoother. We would love the opportunity to address any additional questions or concerns you may have. Please let me know if I can help in any way.

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

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.

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.

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

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

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!

easy to look up clients and post payments

have to input things multiple times we should be able to add an endorsement and input the vehicle info once and it be filled in everywhere it needs to be insurance id cards and binders should be easier

Hi Jeff, 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.

Customizability options and the support I receive from [SENSITIVE CONTENT HIDDEN]

I am still not clear on what my bill is going to be despite asking my sales rep a few times to clarify it, the training videos and training calls are helpful but there are so many options that a quick start guide with recommended templates for marketing and everything would be great

Hi Brock, Thank you for your review of Agency Matrix. We are pleased to see you have a good experience with our team. We love the idea of the quick start guide and will be passing that along to our product team. Would you like a customer support representative to reach out and help you determine what your bill will be and to set up additional training?

I like the amount of features that can be utilized inside the software. I like that it’s pretty easy to navigate.

Understanding the features. A lot of the features are overwhelming and do not understand what the workflow is or how to best use the system.

Hi Brannon, Thank you for your review of Agency Matrix, Your feedback is very important to us. Would you like to receive additional training on the system? If so, please let us know and we will ensure this is accomplished.

YOU CAN MANAGE ALL CANCELLING DUE DATES BEFORE THEY EXPIRE, AND SEND OUT THANK YOU NOTES TO ALL CUSTOMERS IN ONE SIMPLE CLICK

I HAVE NOT FOUND ANY FEATURES THAT I DONT LIKE

Hi Diana, 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!

The easy of imputing Information is great. Retrieving the information is not as easy.

I think most people would be happy with this product if support for specific services. For example accounting, commissions, reports after about six months it would be great.

Hi Rodolfo, Thank you for your review. Your feedback is very important to us. We can certainly make some additional training happen for accounting, commissions, and reports. Would like representative to reach out?

The ability to have our clients all in one system.

I am not happy that the system logs you out automatically. How can I adjust the time it takes to logout automatically ?

Hi Juan, Thank you for your review. Your feedback is very important to us. A technical support representative will reach out as soon as possible to help resolve this issue.

You can set little reminders on your account to remind you of any tasks you need to do. Processing a payment on this software was really simple. Bridging from ITC turbo rater was easy as well.

The way you upload a document to matrix could use some improvements. I wish you could upload at least more than 4 docs before actually pressing upload. It just eats up time for me. Unlike Evolution, you can scan directly to the customer's account & upload as many files as you want. It works as a drag & drop feature.

The one thing I did like was when typing Certificates the system auto filled almost everything.

I thought that the marketing side could have been better. Blast emails really never went through.

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

No real cons once we got everyone trained.

Hi Donna, 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!

We all like Agency Matrix, it is a very useful tool for our work

Regarding the last update, I don't like that the program closes very quickly, it should have more time online

Hi Orlando, Thank you for your review. Your feedback is very important to us. We are happy to hear that you are enjoying Agency Matrix. As for the program closing quickly, we believe this is something we can help you out with. Would you like a technical support representative to reach out to help resolve this issue?

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

I wouldn't change a thing, I have never had any problems with the software