Agency Matrix vs Better Agency: Which is a better fit?

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.

The GUI (graphical user interface) or the Screen you look at has horrible amounts of wasted space with literally NOTHING on it.

The program is wonderful and the employees, tech help, sales and all have been amazing. Friendly, professional and lots of help.

I am the wrong person to ask. I had major issues with the company...including them totally deleting my file without my permission and the potential loss of data.

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.

Since everything is cloud based Agency is screwed 1:00 Pm Agency Matrix is down and a client needs a certificate. Called customer service before and they blame everything on Microsoft.

This system offers a lot of great features to help with ease day to day tasks and offers a lot of great management and marketing functions.

The screen in the latest update is complicated. Commissions structure is annoying and the fact that it is a percent of a percent is hard.

Pre-built for beginners to start great automation and customizable to those with some experience. Also love how we can finally start to centralize communication with our clients.

The worst part about this company is the extreme lack of customer service as well as knowledge of their own products. Further, as my title states, it was "a solution with empty and broken promises.

Ease of use, functionality and time savings are huge reasons why this is one of, if not the best CRM system for insurance agencies on the market.

And the chat, you can say, does not work because whoever is on the other end of that chat has absolutely no knowledge of simple things.

Our agency has had a wonderful experience implementing into our processes for both sales and service. It has allowed us to really build out a scaleable process to grow with.

I ended the chat out of frustration and later got a transcript of the person advising me to search for a 3rd party for 2 factor login. You'll regret purchasing.

Their email campaigns also looked very good as you could customize so many different parameters for prospects and existing customers.

I was appalled that the person did not know what this was in 2022 as society has been using this for at least 10 years on almost any website you’re required to log into.