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

Updated on October 6th, 2024
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Summary
Features in Insurance
8
50
  • Claims Management
  • Life & Health
14
Best performer
50
  • Activity Dashboard
  • Customizable Reports
  • Document Storage
User satisfaction
4.9
User reviews27
Ease of use
4.9
Functionality
4.8
Value for money
5.0
Customer support
5.0
3.7
User reviews103
Ease of use
3.7
Functionality
3.4
Value for money
3.7
Customer support
3.4
Price starts from
Monthly subscription
Free version
Free trial
/user
Monthly subscription
Free version
Free trial
Best for

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.

User reviews
pros & cons
1 / 4
View Reviews
1 / 4
View Reviews
Video reviews
No video reviews yet
No video reviews yet
User interface
234865 video thumbnail}
1 Video
50949 video thumbnail}
1 Video
No screenshots provided by vendor
Book demo
No screenshots provided by vendor
Book demo

Agency Advantage

8/50
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • API
  • Audit Trail
  • Calendar Management
  • Client Management
  • Client Portal
  • Commission Calculations
  • Configurable Workflow
  • Contact Database
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Document Storage
  • Document Templates
  • Email Management
  • Email Marketing
  • Forms Management
  • Insurance Rating
  • Invoice Management
  • Lead Management
  • Monitoring
  • Pipeline Management
  • Policy Management
  • Real-Time Reporting
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Risk Assessment
  • Search/Filter
  • Self Service Portal
  • SSL Security
  • Status Tracking
  • Task Management
  • Third-Party Integrations
  • User Management
  • Workflow Management
  • Claims Management
  • Commission Management
  • Contact Management
  • Document Management
  • Insurance Policy Management
  • Life & Health
  • Property & Casualty
  • Quotes/Estimates
See All features
Hide Insurance Software Features -

Agency Matrix

Top Features
14/50
Show Insurance Software Features +

Agency Advantage

  • Best Value Insurance
    Software (2022)

Agency Matrix

--

Agency Advantage
Deployment
  • Cloud, SaaS, Web-Based
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • 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
Agency Matrix
Deployment
  • Cloud, SaaS, Web-Based
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • 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
Agency Advantage
  • By Jenesis Software
  • Located in United States
  • Founded in 1999
Agency Matrix
  • By Zywave
  • Located in United States
  • Founded in 1995
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