Agency Matrix vs FreeAgent Insurance CRM

Starting Price

$69.00/month

$29.00/month/user

Best For

Independent Insurance Agencies

Insurance professionals, small agencies and consultants.

Rating


3.1 / 5
(18)
Read All Reviews

4.6 / 5
(25)
Read All Reviews

Ideal number of Users

1 - 999

1 - 49

Ease of Use


3.2 / 5



4.5 / 5


Customer Support


2.9 / 5



5 / 5


  • "Very responsive support team when I have questions."

  • "Customer representatives really work very hard to provide the best training and support."

Features & Functionality


3.2 / 5



4.4 / 5


  • "Great value for money and round the clock customer support, you can customize and tailor to suit your purpose."

  • "FreeAgent CRM said they would be happy to build what I need at no extra cost."

Value for Money


3.2 / 5



4.6 / 5


Product Features

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

Screenshots

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View 5 screenshots 129872 thumb

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

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Agency Matrix vs FreeAgent Insurance CRM

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