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Cloud-based or on-premise agency management solution that helps independent insurance agencies manage customer service, sales, documents, accounting, reports, and more via a unified dashboard.
Independent insurance agencies and brokers in the United States.
With the announcement of Agency Advantage merging with Genesis Software I am looking forward to what innovations they will develop to make a great management system even better.
Just the lagging of the system and when the internet going slow.
I love everything about agency advantage. Its easy to use and so easy to learn.
Can't think of anything I don't like. Everything is always working and almost never.
I like the way it helps us keep up with renewals and notes on each customer. The payment receipts is also very nice.
I can not imagine what it might be missing or what there would be not to like.
The software is user friendly and has several great features that can be customized for your business needs.
I cannot think of a thing I don't like about the program.
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.
Agency Advantage
Agency Matrix
Top FeaturesAgency Advantage
Agency Matrix
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