Agency Matrix vs Proformex

Starting Price

$69.00/month

Not provided by vendor

Best For

Independent Insurance Agencies

Insurance Agencies, Wirehouses, and Fiduciaries

Rating


3 / 5
(16)

(0)

Ideal number of Users

1 - 999

1 - 1000+

Ease of Use


3.5 / 5

Customer Support


3 / 5

Features & Functionality


3 / 5

Value for Money


3 / 5

Product Features

  • check Claims Management
  • check Commission Management
  • check Contact Management
  • check Document Management
  • check Insurance Rating
  • check Life & Health
  • check Policy Management
  • check Property & Casualty
  • check Quote Management
  • close Claims Management
  • close Commission Management
  • check Contact Management
  • check Document Management
  • close Insurance Rating
  • check Life & Health
  • check Policy Management
  • close Property & Casualty
  • close Quote Management

Screenshots

Capterra screenshot placeholder
Capterra screenshot placeholder

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online
  • 24/7 (Live Rep)
  • Business Hours
  • Online

Training

  • check In Person
  • check Live Online
  • close Webinars
  • check Documentation
  • close In Person
  • check Live Online
  • close Webinars
  • check Documentation

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Agency Matrix vs Proformex

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