--- title: "Agency Matrix Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Agency Matrix Software - reviews, pricing plans, popular comparisons to other Insurance products and more." source_url: "https://www.capterra.com/p/50949/Agency-Matrix/" page_type: "product" language: "en" publication_date: "2026-10-19" --- # Agency Matrix Software Review 2026: Features, Integrations, Pros & Cons Last updated on October 19, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Agency Matrix ## What is Agency Matrix? Agency Matrix is purpose-built for personal lines agencies that juggle high client volume, renewal-heavy workflows, and non-standard policy management. Agency Matrix helps you minimize time spent on repetitive tasks like x-date tracking, sweep tracking, downloads, and reconciliation. Allowing you to handle more clients without adding more work. With a daily dashboard, role-based views, and automated end-of-day processes, Agency Matrix gives personal lines brokers the visibility and control they need to deliver fast, reliable service and maintain strong client relationships. ## What is Agency Matrix used for? [Insurance](https://www.capterra.com/insurance-agency-software/) Top alternative Featured Overall rating Based on 103 user reviews Reviews sentiment Positive 66% Neutral 14% Negative 20% ### Starting price Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Agency Matrix?[Manage this product listing](https://www.g2.com/products/zywave-agency-matrix/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Agency Matrix 3.7 (103) VS. [4.7 (285)](https://www.capterra.com/p/119068/Jenesis-Software/reviews/) Starting Price Contact vendor Starting Price $70 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 3.7 (101) Ease Of Use 4.7 (258) Value For Money 3.7 (94) Value For Money 4.7 (252) Customer Service 3.4 (98) Customer Service 4.9 (237) ## Agency Matrix alternatives [4.2 (142)](https://www.capterra.com/p/70671/Applied-Epic/reviews/) Starting price $1000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 80% of reviewers rated it above 4 stars [3.6 (22)](https://www.capterra.com/p/167497/Macaw/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 55% of reviewers rated it above 4 stars Highest Rated [ePayPolicy](https://www.capterra.com/p/198072/ePayPolicy/) [4.9 (258)](https://www.capterra.com/p/198072/ePayPolicy/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 99% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/198072/ePayPolicy/) [EZLynx](https://www.capterra.com/p/102928/EZLynx/) [3.7 (75)](https://www.capterra.com/p/102928/EZLynx/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 63% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/102928/EZLynx/) [View all alternatives](https://www.capterra.com/p/50949/Agency-Matrix/alternatives/) ## FAQs about Agency Matrix Overview ### What problems does Agency Matrix solve? Agency Matrix solves scattered client, policy, and document management by keeping customer records, renewal and servicing schedules, communications, receipts, and property files in one system. Independent insurance agencies, agency owners, CSRs, and producers benefit from faster onboarding, clearer follow-up on renewals, daily production tracking, and remote access to client information. Answer based on 20 reviews Overview ### Which roles and teams benefit most from Agency Matrix? Agency Matrix is most used by insurance agency owners, presidents, and executives who oversee operations, sales performance, and client portfolios. Insurance agents and producers manage prospects, policies, renewals, and customer communications, while office managers and executive assistants coordinate administrative tasks, documentation, and day-to-day agency workflows. Answer based on 99 reviews Overview ### What company size and industries is Agency Matrix built for? Agency Matrix is built for small independent insurance agencies and brokers in the United States, with 99% of reviewers from small businesses and 95% in insurance. It also has limited use among midsize businesses (1%) and automotive or computer software organizations (1% each). Its primary use case is insurance. Answer based on 103 reviews Features and Usability ### What are the key features of Agency Matrix? Agency Matrix includes core agency management features such as client and policy management, document storage, task reminders, and customizable reports. Reviewers frequently discuss its client records and file management, along with payment processing, commission management, email marketing, and workflow automation for tracking renewals, communications, and daily agency activity. Answer based on 36 reviews Overview ### Is Agency Matrix a good agency management system? Agency Matrix provides an accessible, cost-conscious agency management system for client, policy, document, and renewal tracking. Small insurance agencies value its easy learning curve, remote access, and core recordkeeping tools. However, growing teams may find reporting, configuration, training, integrations, and system reliability less suited to complex workflows or frequent operational changes. Answer based on 20 reviews Integrations ### Which third-party tools and platforms does Agency Matrix integrate with? Agency Matrix integrates with 8 third-party tools and platforms, including communication and business systems such as Microsoft Outlook, Nextiva, Vonage Business Communications, Jive, Fiserv, QuoteRush, TurboRater, and Comm-unity. These cataloged integrations cover email, telephony, rating, quoting, and payments. Answer based on 4 reviews Getting Started and Support ### How easy is it to onboard and train a team on Agency Matrix? Agency Matrix offers live online training, webinars, and video tutorials, giving teams several ways to learn the system. Reviewers often find core workflows intuitive and the short videos helpful, so experienced agency staff can get started quickly. Teams configuring advanced features, commissions, certificates, or marketing may need more time and additional guidance. Answer based on 19 reviews Getting Started and Support ### What customer support options does Agency Matrix offer, and how do users rate the experience? Agency Matrix offers email/help desk, FAQ/forum, knowledge base, phone support, and chat. Users often describe staff as courteous, helpful, and quick to resolve issues, particularly during routine support requests. However, some report difficulty reaching representatives, slow or missing email replies, outdated guidance, and delayed follow-through on technical problems. Answer based on 35 reviews Updates and upgrades ### How reliable are Agency Matrix updates and upgrades? Agency Matrix adds features regularly, but update reliability receives mixed feedback from insurance agencies. Some teams find ongoing improvements useful, while others report outages, slower workflows, reset settings, and added steps after releases. Agencies with busy daily operations may need advance notice, stronger testing, and training for changed task and notes screens. Answer based on 23 reviews ## Features AI summary Based on 470 Insurance reviews Not all insurance solutions cover every must-have feature. Here is what Capterra reviewers flag as essential when choosing a solution: - **Payment Processing** (**64%** of reviewers rated this feature as critical) - **Insurance Policy Management** (**56%**) - **Policy Management** (**52%**) Agency Matrix includes **Insurance Policy Management** and **Policy Management**, so it covers two of the top capabilities buyers look for in insurance software. However, it does not offer **Payment Processing**. Instead, it provides other relevant features such as **Document Management** (**53%**), **Activity Tracking** (**46%**), and **Quotes/Estimates** (**43%**). These features help agencies organize policy records, keep track of client and staff interactions, and prepare pricing details more efficiently, allowing teams to manage daily insurance operations with better visibility and control. Insurance Policy Management 2.7 (10) 70.00% of 10 reviewers that rated this feature as important or highly important Create, administer and manage insurance policies for various customers and insurance lines Policy Management 2.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Create, manage, and track policies and procedures within an organization Document Management 3.0 (8) 87.50% of 8 reviewers that rated this feature as important or highly important Store, manage, and track all electronic documents in a centralized location Quotes/Estimates 1.7 (6) 50.00% of 6 reviewers that rated this feature as important or highly important Generate quotes or estimates for customers Workflow Management 2.4 (8) 62.50% of 8 reviewers that rated this feature as important or highly important Create, design and manage workflows for repetitive tasks Commission Management 2.0 (6) 33.33% of 6 reviewers that rated this feature as important or highly important Tracking, calculating, and paying commissions and earnings to employees Agency Matrix 26 features ### All Features - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Client Management: Manage contact details and communication with clients - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Commission Management: Tracking, calculating, and paying commissions and earnings to employees - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contact Management: Manage, organize, and store contact information - Customizable Reports: Alter the layout and content of reports - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Email Marketing: Create and send email blasts/campaigns - Forms Management: Store, manage and track all forms in a centralized location - Insurance Policy Management: Create, administer and manage insurance policies for various customers and insurance lines - Invoice Management: Captures invoice data and maintains comprehensive records for auditing and reporting purposes - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Policy Management: Create, manage, and track policies and procedures within an organization - Property & Casualty: Specialized for companies in property and casualty (P&C) insurance sector - Quotes/Estimates: Generate quotes or estimates for customers - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - Task Management: Create, manage and track all task activities and progression - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 3.4 (98) 3.4 Based on 98 reviews ## Pricing Value for money 3.7 (94) ### Starting price Free trial not available Value for money 3.7 (94) 3.7 Based on 94 reviews ## Integrations [ Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/)[ Nextiva](https://www.capterra.com/p/175788/Nextiva/)[ Vonage Business Communications](https://www.capterra.com/p/159047/Vonage-Business/)[ TurboRater](https://www.capterra.com/p/6816/TurboRater/)[ Jive](https://www.capterra.com/p/189555/Jive/)[ Fiserv](https://www.capterra.com/p/191108/First-Data-Payment-Processing/)[ QuoteRush](https://www.capterra.com/p/141710/QuoteRush/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 3.4 (98) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 3.4 (98) 3.4 Based on 98 reviews ## User reviews Overall rating 3.7 Based on 103 reviews Filter by rating 5(39) 4(29) 3(14) 2(11) 1(10) Mentioned topic Sorted by most recent NT Nate T. COO Insurance ### "Went from Cheap and Decent to expensive and worse!" 2.0 Overall Rating 2.0 2.0 Ease of Use 3.0 3.0 Features 2.0 2.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 May 27, 2026 horrible.. was great in 2017 when private. New company lacks clearly defined goals and service has gone downhill Pros It was cheap.. now they keep raising cost but quality somehow is worse. too much downtime and broken links to acords Cons availability to speak to a human is not there. When you speak to anyone they talk about the companies other products. No real plans to fix issues it seams Switched from [Agency Systems](https://www.capterra.com/p/61775/Agency-Systems/) needed more features and the older system was not keeping up with the new technology. We will likely go back to that Alternatives considered [Vertafore AMS360](https://www.capterra.com/p/113472/Vertafore-AMS360/) Reasons for choosing Agency Matrix WE skipped Vertafors offering due to the rediculous price tags Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. KM Kaitlyn M. Account executive Insurance ### "Leaving Matrix" 3.0 Overall Rating 3.0 3.0 Ease of Use 2.0 2.0 Features 1.0 1.0 Customer Service 2.0 2.0 Likelihood to Recommend 0/10 September 25, 2024 Not very happy with them. The system slowness of opening attachments, not getting training for certain aspects like commissions or certificates. Had to learn a lot on our own or try to reach out to people. They should have a lot more training up front. Also, price discrepancy when we asked for our data extraction to leave. They want $2500. We were told from another agency they only charged $500. I personally would spend the extra money and go to another platform. Pros I liked that it was web based. The main client screens are easy to understand. Cons The slowness when opening attachments, sending emails looked very funny from the system and we never utilized it, turbo rater was awful to use with the system. Originally, we were told it had Progressive on their rater for Minnesota and they did not. We were lied to. They only had Wisconsin Progressive, not the easiest to do certificates. Not the easiest to do commissions. Also, not a lot of companies downloaded into their system, nor did they download in attachments to client files. Switched from [ECLIPSE](https://www.capterra.com/p/27349/ECLIPSE/) wanted to try out another system that we thought had more capabilities. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. JB Jacob B. Insurance Agent Insurance ### "NOT FOR PROFESSIONALS" 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 1.0 1.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 March 18, 2024 In the beginning, Agent Matrix was good and agent-focused. After a few years, ITC purchased the company and the updates/upgrades began. They would roll them out before testing, so agents would suffer features not working, new bugs continuously popping up, and the system being down for hours and sometimes days. Then, in 2022/2023, Zywave bought ITC and their companies. That's when the outages stopped, but the upgrades/updates became so much more frequent, and they no longer care about their clients or the business of their clients. For example, today is 03/18/24, and this morning, we received a message from Zywave that the system will be offline on 3/19/24 from 11am-3pm. ON A TUESDAY IN THE MIDDLE OF THE DAY! There's no way to run an agency when you are at the mercy of a company that doesn't answer to their actions but makes sure to call you ONLY when your payment doesn't go through. Pros The system is cloud-based and works fast compared to our old system. Cons No customer service no management to speak with, ever constantly going down constantly under maintenance perform maintenance in the middle of the workday Switched from [Agency Advantage](https://www.capterra.com/p/234865/The-Agency-Advantage/) Agency Advantage was very slow and not cloud-based. We made the switch around 2014/2015 Reasons for choosing Agency Matrix They were reasonably priced, and they offered a great upgrade based on what we previously had. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. MV Mark V. IT Insurance ### "NON-Existent Customer Support, Impossible to Setup, Lost My existing Database and we are only able to leave a message for support" 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 1.0 1.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 November 2, 2023 Pros We were literally sold a bag of goods from \[sensitive content hidden\] saying that our existing agency management software was being "sunsetted" and we will no longer have access to our own client base. The price was TRIPLE what we were paying but felt pressured into switching, literally being told "we will shut it down and you will not have access to your client base after the first of the year". Cons We had a 30 minute call from \[sensitive content hidden\] who identified herself as being "our Project Manager" and explained the process and would "be with you from start to finish to make sure you are online". We have not heard back from her again, called the company who said we "needed to speak with your project manager", left countless messages, sent countless emails....all UNRETURNED. Switched from [Maintenance Connection](https://www.capterra.com/p/12444/Maintenance-Connection/) Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AN Anonymous User Owner Insurance ### "Super Un-user friendly - poor support really zero support - " 2.0 Overall Rating 2.0 2.0 Ease of Use 1.0 1.0 Features 1.0 1.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 August 29, 2023 I have been with Agency matrix for 15 years - I recently switched mainly because the support once ZYwave purchased went to Zero - really if you don't believe me try calling them 1-800-456-2074 or email them support@zywave you'll get mothing - The other company sealed the deal today we had a issue with the PL rater and they remoted in in less than 5 mins corrected it on the first call - I just called matrix and canceled Pros it WAS ( as in past tense) in the past a good basic system Cons The support its non existent, you email support nothing - call one one picks up you leave a message and zero - ( I guess thats what the Z in Zywave stands for Zero Support) Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. CC Chris C. Owner/Manager Insurance ### "Not a good agency management program" 2.0 Overall Rating 2.0 2.0 Ease of Use 1.0 1.0 Features 2.0 2.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 April 6, 2023 The single worst agency management program I've found in 30 years of the insurance industry! We spent most of the year correcting errors and/or omissions during the conversion process. Pros not much of anything- the single most useless insurance agency management program I have seen in 30 years in the insurance industry. Cons Everything! Our conversion from Insurance Pro to Agency matrix changed every date of birth in every file to Jan 1, 1901, nothing was done on Zywave part to correct that. It did NOT bring any coverage information from Insurance Pro, we had to update every policy by hand. We have one customer with multiple policies, in Insurance Pro you typed in the policy number and got that policy. Agency Matrix you type in the policy number and get EVERY POLICY written for that client. Even their scanning system is awkward, we quit using it and scan with the computer then drag and drop the attachments, then Agency Matrix stores them all under the client name, not under the individual policy. Tech support is horrible, they NEVER answer the phone and usually we wait several hours for a call back and then, most of the time it's either 'it won't do that', 'we'll check in to that and call back (They never do call back)' or they try to blame in on the insurance company rather than accept their responsibility for the way the program works. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. CD Christian D. Owner/Agent Insurance ### "Agency Matrix is a joke" 2.0 Overall Rating 2.0 2.0 Ease of Use 1.0 1.0 Features 2.0 2.0 Customer Service 1.0 1.0 Likelihood to Recommend 1/10 April 5, 2023 Convoluted waste of my time Pros Nothing, the system is lousy and way too complicated to use. They have integrated a bunch of "stuff" in the policy coverage sections and policy type sections that is just ridiculous and you have to wade through a bunch of junk to find anything you need. The system has almost no redeeming qualities. Cons Everything. It's a mess of useless crap that you have to sort through to make anything useful and even then it is set up in the most unfriendly way I think it could be. Reasons for choosing Agency Matrix Price and what seemed like good customer service but turned into being ignored for months before we got minimal and basically useless training on the system. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RA Robyn A. Account Executive Telecommunications ### "Could use some help~" 4.0 Overall Rating 4.0 4.0 Ease of Use 2.0 2.0 Features 4.0 4.0 Customer Service 3.0 3.0 Likelihood to Recommend 6/10 December 6, 2022 I feel they could make some upgrades that makes it faster and easier to use for Account Executives. Pros Tracking features are quite useful to see how much business each AE is pitching. Cons It is not that easy to use, often times we need to put in information more than once before the system displays the information. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. JH Jennifer H. Agent Insurance ### "Agency Matrix is by far a great CRM" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 27, 2022 Pros This product is not only easy to use but it makes your work life that much more organized and efficient Cons I wouldn't change a thing, I have never had any problems with the software Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. ME Marcus E. Principal Agent Insurance ### "The World At Your Fingertips" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 23, 2022 No complaints what so ever. Love the amount of information this system can hold and what you can do with it is even better. Knowledge is power. Pros That I can access the information to my customers or all the contact and sign in information on my companies Cons There's almost too much going on. It can be overwhelming at first Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/50949/Agency-Matrix/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. 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