# Compare Agency Matrix vs NowCerts 2026 | Capterra

> Unsure of what to choose? Check Capterra to compare Agency Matrix and NowCerts based on pricing, features, product details, and verified reviews.

Source: https://www.capterra.com/compare/50949-132779/Agency-Matrix-vs-NowCerts

---

# Agency Matrix vs NowCerts Features and Cost Comparison

Last updated March 13th, 2026

Provider data verified by our Software Research team, and reviews  
moderated by our Reviews Verification team.[Learn more](https://www.capterra.com/our-story/)

Your comparison:

Agency MatrixNowCerts2/4 selected

[Agency Matrix](https://www.capterra.com/p/50949/Agency-Matrix/)[3.7 (103)](https://www.capterra.com/p/50949/Agency-Matrix/reviews/)

[NowCerts](https://www.capterra.com/p/132779/NowCerts/)[4.8 (150)](https://www.capterra.com/p/132779/NowCerts/reviews/)

[## Agency Matrix](https://www.capterra.com/p/50949/Agency-Matrix/)[3.7 (103)](https://www.capterra.com/p/50949/Agency-Matrix/reviews/)

Starting Price

Contact vendor

Value-for-Money

3.7

Functionality

3.4

Ease of Use

3.7

Customer Service

3.4

Reviews Sentiment

CC

MK

BD

Based on [103 reviews](#user-reviews)

Positive

68

Neutral

14

Negative

21

[## NowCerts](https://www.capterra.com/p/132779/NowCerts/)[4.8 (150)](https://www.capterra.com/p/132779/NowCerts/reviews/)

Starting Price

$99.00/month

Value-for-Money

4.9

Functionality

4.7

Ease of Use

4.7

Customer Service

4.9

Reviews Sentiment

SC

BG

Based on [150 reviews](#user-reviews)

Positive

149

Neutral

1

Negative

0

## Not a match? Find software alternatives tailored to your priorities.

These software suggestions are similar to those you’re currently comparing.

### GO-INSUR

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£5000.00

Flat Rate,One Time

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Free Version

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of reviewers  
rated it above 4 stars

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### Applied Epic

4.2 (141)

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Starting Price

$1000.00

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of reviewers  
rated it above 4 stars

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Highest Rated

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## Send this comparison chart to my inbox

### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.

## Summary

* * *

Features in Insurance Software

25 / 50

Best performer

47 / 50

Only NowCerts

-   Access Controls/Permissions
-   Accounting Integration
-   Alerts/Notifications

User satisfaction

User satisfaction

3.7

User reviews[103](https://www.capterra.com/p/50949/Agency-Matrix/reviews/)

Ease of use

3.7

Functionality

3.4

Value for money

3.7

Customer support

3.4

User satisfaction

4.8

User reviews[150](https://www.capterra.com/p/132779/NowCerts/reviews/)

Ease of use

4.7

Functionality

4.7

Value for money

4.9

Customer support

4.9

Price starts from

Price starts from

\--

-   Free version
-   Free trial

Price starts from

$99Flat Rate, Per Month

-   Free version
-   Free trial

Best for

Best for

Independent insurance agencies and brokers in the United States.

Best for

Momentum by NowCerts services Independent Agents and Captive Agents with Commercial and Personal lines books of business software to run their day to day operations within their agency.

## User reviews

Pros & cons

CC

Chris C.

Owner/Manager

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

[See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___3778326)

NT

Nate T.

COO

> "you landing pages and client pages have abunch of wasted real estate due to a failure to move the small "tool box" out of the..."

[See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___7046446)

MK

Michelle K.

Vice President

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

[See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___3199583)

KM

Kaitlyn M.

Account executive

> "The slowness when opening attachments, sending emails looked very funny from the system and we never utilized it, turbo rater was..."

[See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___6508316)

BD

Brittany D.

Insurance Agent

> "I also really like the availability of training videos on the site."

[See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2634365)

NT

Nate T.

COO

> "Programming team is sub par at best, no SQL support and very hard to get htem on the phone"

[See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___7046446)

[View Reviews](https://www.capterra.com/p/50949/Agency-Matrix/reviews/)

SC

Stacey C.

Accountant

> "I have also made friends there since it was quite the steep..."

[See full review](https://www.capterra.com/p/132779/NowCerts/#Capterra___7018801)

DR

Damon R.

Principal Agent

> "The program has a lot of features, but there are too many that..."

[See full review](https://www.capterra.com/p/132779/NowCerts/#Capterra___6882330)

BG

Brandon G.

President

> "They're super helpful and responsive when issues arise."

[See full review](https://www.capterra.com/p/132779/NowCerts/#Capterra___4928668)

DR

Damon R.

Principal Agent

> "The layout seems a little clunky"

[See full review](https://www.capterra.com/p/132779/NowCerts/#Capterra___6882330)

GF

Gretchen F.

CSR

> "Made doing Certificates easy, product is easy to use"

[See full review](https://www.capterra.com/p/132779/NowCerts/#Capterra___4485530)

CH

Chase H.

Principal Broker

> "Client portal not userfriendly enough for a customer to use."

[See full review](https://www.capterra.com/p/132779/NowCerts/#Capterra___3847951)

Suzanna N.

Dental Hygienist

> "Well designed features"

[See full review](https://www.capterra.com/p/132779/NowCerts/#Capterra___3558481)

Suzanna N.

Dental Hygienist

> "The accounting section of it is a bit hard to understand."

[See full review](https://www.capterra.com/p/132779/NowCerts/#Capterra___3558481)

Suzanna N.

Dental Hygienist

> "It Is easy to use because it is user friendly."

[See full review](https://www.capterra.com/p/132779/NowCerts/#Capterra___3558481)

LS

Laura S.

Partner

> "Difficult, labor intensive and cumbersome set-up."

[See full review](https://www.capterra.com/p/132779/NowCerts/#Capterra___2895493)

[View Reviews](https://www.capterra.com/p/132779/NowCerts/reviews/)

## User interface

[Agency Matrix](https://www.capterra.com/p/50949/Agency-Matrix/)

3.74 (103)

[NowCerts](https://www.capterra.com/p/132779/NowCerts/)

4.77 (150)

## Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

### Features

Agency Matrix

25/50

-   Access Controls/Permissions
-   Accounting Integration
-   Activity Dashboard
-   Activity Tracking
-   AI Copilot
-   Alerts/Notifications
-   API
-   Audit Trail
-   Calendar Management
-   Claims Management
-   Client Management
-   Client Portal
-   Commission Calculations
-   Commission Management
-   Configurable Workflow
-   Contact Database
-   Contact Management
-   Customizable Branding
-   Customizable Fields
-   Customizable Forms
-   Customizable Reports
-   Customizable Templates
-   Document Management
-   Document Storage
-   Document Templates
-   Email Management
-   Email Marketing
-   Forms Management
-   Generative AI
-   Insurance Policy Management
-   Insurance Rating
-   Invoice Management
-   Lead Management
-   Life & Health
-   Monitoring
-   Pipeline Management
-   Policy Management
-   Property & Casualty
-   Quotes/Estimates
-   Real-Time Reporting
-   Referral Tracking
-   Reminders
-   Reporting & Statistics
-   Risk Assessment
-   Search/Filter
-   Self Service Portal
-   SSL Security
-   Status Tracking
-   Task Management
-   Third-Party Integrations

[See all features](https://www.capterra.com/p/50949/Agency-Matrix/#features)

NowCerts

Top features

47/50

-   Access Controls/Permissions
-   Accounting Integration
-   Activity Dashboard
-   Activity Tracking
-   AI Copilot
-   Alerts/Notifications
-   API
-   Audit Trail
-   Calendar Management
-   Claims Management
-   Client Management
-   Client Portal
-   Commission Calculations
-   Commission Management
-   Configurable Workflow
-   Contact Database
-   Contact Management
-   Customizable Branding
-   Customizable Fields
-   Customizable Forms
-   Customizable Reports
-   Customizable Templates
-   Document Management
-   Document Storage
-   Document Templates
-   Email Management
-   Email Marketing
-   Forms Management
-   Generative AI
-   Insurance Policy Management
-   Insurance Rating
-   Invoice Management
-   Lead Management
-   Life & Health
-   Monitoring
-   Pipeline Management
-   Policy Management
-   Property & Casualty
-   Quotes/Estimates
-   Real-Time Reporting
-   Referral Tracking
-   Reminders
-   Reporting & Statistics
-   Risk Assessment
-   Search/Filter
-   Self Service Portal
-   SSL Security
-   Status Tracking
-   Task Management
-   Third-Party Integrations

[See all features](https://www.capterra.com/p/132779/NowCerts/#features)

### Recognition

No recognitions have been awarded to Agency Matrix

No recognitions have been awarded to NowCerts

### Deployment & support

Agency Matrix

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

NowCerts

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

### Company Details

Agency Matrix

-   By Zywave
-   Located in United States
-   Founded in 1995

NowCerts

-   By NowCerts
-   Located in United States
-   Founded in 2009

## Popular Comparisons

[Agency Matrix](https://www.capterra.com/p/50949/Agency-Matrix/)[3.74 (103)](https://www.capterra.com/p/50949/Agency-Matrix/reviews/)

vs

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Contact vendor for pricing

Price

$25/month

3.4

Features

4.8

3.7

Ease of Use

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[View full comparison](https://www.capterra.com/compare/50949-198072/Agency-Matrix-vs-ePayPolicy)

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vs

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$99/month

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4.6

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[View full comparison](https://www.capterra.com/compare/119068-132779/Jenesis-Software-vs-NowCerts)

[Agency Matrix](https://www.capterra.com/p/50949/Agency-Matrix/)[3.74 (103)](https://www.capterra.com/p/50949/Agency-Matrix/reviews/)

vs

[Jenesis Software](https://www.capterra.com/p/119068/Jenesis-Software/)[4.71 (284)](https://www.capterra.com/p/119068/Jenesis-Software/reviews/)

Contact vendor for pricing

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$70/month

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Features

4.6

3.7

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[View full comparison](https://www.capterra.com/compare/50949-119068/Agency-Matrix-vs-Jenesis-Software)

[NowCerts](https://www.capterra.com/p/132779/NowCerts/)[4.77 (150)](https://www.capterra.com/p/132779/NowCerts/reviews/)

vs

[EZLynx](https://www.capterra.com/p/102928/EZLynx/)[3.72 (75)](https://www.capterra.com/p/102928/EZLynx/reviews/)

$99/month

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4.7

Features

3.4

4.7

Ease of Use

3.7

[View full comparison](https://www.capterra.com/compare/102928-132779/EZLynx-vs-NowCerts)

[Agency Matrix](https://www.capterra.com/p/50949/Agency-Matrix/)[3.74 (103)](https://www.capterra.com/p/50949/Agency-Matrix/reviews/)

vs

[Applied Epic](https://www.capterra.com/p/70671/Applied-Epic/)[4.17 (141)](https://www.capterra.com/p/70671/Applied-Epic/reviews/)

Contact vendor for pricing

Price

$1000one time

3.4

Features

4.1

3.7

Ease of Use

3.8

[View full comparison](https://www.capterra.com/compare/50949-70671/Agency-Matrix-vs-Applied-Epic)

[Agency Matrix](https://www.capterra.com/p/50949/Agency-Matrix/)[3.74 (103)](https://www.capterra.com/p/50949/Agency-Matrix/reviews/)

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Contact vendor for pricing

Price

$109/month

3.4

Features

4.5

3.7

Ease of Use

4.7

[View full comparison](https://www.capterra.com/compare/50949-105829/Agency-Matrix-vs-AgencyBloc-for-Health-Life-Insurance)

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Contact vendor for pricing

Price

$14.99/month

3.4

Features

4.6

3.7

Ease of Use

4.5

[View full comparison](https://www.capterra.com/compare/50949-178819/Agency-Matrix-vs-EngageBay-Marketing)