Average Ratings

8 Reviews
  • 3 / 5
    Overall
  • 3 / 5
    Ease of Use
  • 2.5 / 5
    Customer Service

Product Details

  • Starting Price
    $89.00/month
  • Deployment
    Cloud, SaaS, Web
  • Support
    Business Hours

Vendor Details

  • Agency Matrix
  • www.agencymatrix.com
  • Founded 2005
  • United States

About Agency Matrix

Insurance agency management software that allows you to manage your book of business, your staff and your office from anywhere.


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Agency Matrix Features

  • Claims Management
  • Commission Management
  • Contact Management
  • Document Management
  • Insurance Rating
  • Policy Management
  • Quote Management

Agency Matrix Reviews Recently Reviewed!

Simple & easy to understand for beginners

Aug 11, 2017
5/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Extremely
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Pros: You can set little reminders on your account to remind you of any tasks you need to do. Processing a payment on this software was really simple. Bridging from ITC turbo rater was easy as well.

Cons: The way you upload a document to matrix could use some improvements. I wish you could upload at least more than 4 docs before actually pressing upload. It just eats up time for me. Unlike Evolution, you can scan directly to the customer's account & upload as many files as you want. It works as a drag & drop feature.

Overall: I learned from my mistakes. lol

Unreliable

Jul 13, 2017
2/5
Overall
3 / 5
Ease of Use
1 / 5
Features & Functionality
1 / 5
Customer Support
1 / 5
Value for Money
Likelihood to Recommend: 2.0/10 Not
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Extremely
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Pros: Easy to Use Download and scanning works great if the system can stay up long enough. It does seem that they loose scans

Cons: It seems to go down daily. 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. No solution from them

Overall: Right now None Looking for a replacement

Very happy with the product

Oct 19, 2016
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Extremely
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Pros: An online tool that enables us to maintain all documentation related to existing clients and prospects. The ability to manage the Accord process, especially the pre filled Accord Function. The ability to email directly from the Matrix

Cons: I think the pre loaded Accord process could be better. Would like to see contact information such as email address and phone flow into Accords Apps. Also noticed that When Matrix populates Insured Name and DBA information the two data elements are reversed from what I would expect. I have found that depending on which browser you are using the PDF viewing, saving and management process is not as smooth as we would like. Agency Matrix recommended Chrome, but that had it's own aggravations

Overall: We brought Agency Matrix into our Agency about a year ago. Once we completed the effort to load existing book of business, our experience has been positive. Agency Matrix has enabled us to manage existing book of business and market efforts much more efficiently. I would definitely recommend this product to Agencies with outside book of business.

Good option for the money

Mar 31, 2016
4/5
Overall
5 / 5
Ease of Use
4 / 5
Customer Support

Comments: We've used Agency Matrix for just over 3 years now roughly and it's very friendly in terms of the interface for the money it's a nice option it gives you added features on a regular basis I'm pleased with the speed for the most part of the updates. I do have some concerns sometimes about the level of resources in their tech support and support department but again for the money and the features that we get I have to say that I'm pretty well pleased and I would give it 4 stars.

Still trying to find themselves and make money in the process.

May 01, 2015
2/5
Overall
2 / 5
Ease of Use
2 / 5
Customer Support

Comments: I used their services for at least 3 years, in that time they have changed so many things that it's hard to keep up. when direct document scanning was introduced I was all for it. It removed steps from the process of adding things to the file. It recent times their direct scanning has become a nightmare. It works when it wants to and the tech support's response is try downloading a different browser (i.e. firefox, chrome, IE) and to use all if necessary. That is just unacceptable. they also tiered their services when before it was one price and everything just worked. looking for a better solution.

not the best

Apr 23, 2013
1/5
Overall
2 / 5
Ease of Use
1 / 5
Customer Support

Pros: It will do the job but is very jumpy. I have tried several different browsers and it just does not perform well. I prefer a system that is local vs online anyway. I am still searching.

Cons: same same same

Overall: keep looking

Vendor Response

by Agency Matrix on March 14, 2017

I spoke with John today to see why he would give us such a bad review. John said that our system doesn't do anything. Sounds like he never gave us a chance. According to John the system they have not does not offer the Virtual Employee that we have, which will automatically send out letters, emails and text throughout the life of the policy to his clients. Our Virtual Employee will also work his renewals and cancellations, send out thank you letters, birthday emails and much much more. Our system also integrates with his website, which his does not. It will allow his customer to log into his website, view their policies, print ID cards, Print ACORD forms, update their address or phone number and make payments. Looking at his account he never even entered one client into our system. I'm confused,

Great features that are so easy to use

Nov 11, 2010
4/5
Overall

Comments: Agency Matrix has given our agency a whole new perspective with great features that are so easy to use, making us more organize and efficient. We use to use paper receipts and use accounting logs to close out our daily production. Then we came across this awesome management system that was able to help us with our accounting and gave our clients a secure feeling by having a receipt that couldn¿t be null or void. We were able to organize our files by being able to upload the inspection pictures of our client property to there account. We are also able to send them thank you cards and if our rating system was down we are able to use agency matrix to obtain the insured¿s insurance card. My favorite function was how you could also upload your agency logo to the receipts and use the bottom portion of the receipt to promote your cross sales or ask for referrals. I wouldn¿t trade this online Agency Matrix system for any other

Now my agents can focus on sales more and data entry less

Nov 11, 2010
4/5
Overall

Comments: As an agency owner I look for certain traits in the agency management system my company is going to use. These include reliability, accuracy, cost, flexibility, speed, and most importantly, the ease of use. The Agency Matrix system has met all these requirements while also using their insurance experience and user feedback to further constantly upgrade the system. You can literally get an agent or CSR up to speed on entering in a new customer¿s data and their receipt in about a 30 minute training session. Now my agents can focus on sales more and data entry less!