# Page 2 | Agency Matrix Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 2 - Is Agency Matrix the right Insurance solution for you? Explore 104 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/50949/Agency-Matrix/reviews

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Agency Matrix

3.7 (104)

[View alternatives](https://www.capterra.com/p/50949/Agency-Matrix/alternatives/)

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Last updated March 13th, 2026

# Page 2 - Reviews of Agency Matrix

## Showing most helpful reviews

Showing 26-50 of 104 Reviews

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Reviewer's Role

Length of Use

Frequency of Use

GD

GARY D.  
COMMERCIAL ACCOUNT MANAGER  
Insurance  
Used the software for: 2+ years

### "AGENCY MATRIX FOR COMMERCIAL"

June 2, 2020

4.0

FROM THE STANDPOINT OF COMMERCIAL INSURANCE, MATRIX IS EXTREMELY CUMBERSOME TO WORK WITH. THE SYSTEM IS FLEXIBLE ENOUGH THAT YOU CAN WORK AROUND IT'S SHORTCOMINGS, BUT IT TAKES TIME. FOR INSTANCE, YOU PREPARE A CERTIFICATE OF INSURANCE FOR A CLIENT, WHO WANTS IT SENT DIRECTLY TO HIM. YOU SELECT THE CERTIFICATE, HIT ACTION, AND THERE IS NO OPTION TO EMAIL TO THE CLIENT, ONLY TO ENTER AN EMAIL (UNLESS YOU ENTERED AN EMAIL WHEN YOU NAMED THE COI). SO, YOU CAN SELECT EMAIL AND AN OPTION COMES UP TO CC THE CLIENT. YOU CAN THEN SELECT AND COPY THE CLIENT'S EMAIL, PASTE IT IN THE SEND TO BOX, THEN DESELECT CC THE CLIENT, AND YOU ARE GOOD TO GO. IT'S AN EFFECTIVE WORKAROUND, BUT IT'S JUST CUMBERSOME. THE PROGRAM SEEMS TO HAVE BEEN DESIGNED FOR A SMALLISH, PRIMARILY PERSONAL LINES AGENCY. THE TOOLS TO SERVICE A DIVERSE COMMERCIAL BOOK WITH MULTIPLE STANDARD A SURPLUS LINES CARRIERS JUST AREN'T THERE.

Pros

EASY TO STORE CLIENT INFORMATION, CLIENT SEARCH WORKS WELL. THE MASTER LIST FOR CERTIFICATE HOLDERS WORKS PRETTY WELL, UNLESS YOU TRY TO TIE HOLDERS IS INDIVIDUAL INSUREDS. EMAILING CERTIFICATES WORKS FAIRLY WELL, EXCEPT IT DOESN'T SAVE A LIVE COPY OF THE EMAIL, SO YOU CAN'T RESEND A COPY TO THOSE CLIENTS THAT CLAIM THEY NEVER GOT THEIR COPY.

Cons

FOR COMMERCIAL INSURANCE, THIS PRODUCT DOES NOT FLOW WELL. INFORMATION HAS TO BE ENTERED IN SEVERAL PLACES, ENTERING IN ONE SPOT DOESN'T FILL THE SAME INFORMATION ACROSS MULTIPLE SCREENS. ACORD FORMS AREN'T UPDATED AUTOMATICALLY, IN PRACTICAL USE THEY ARE JUST A PLACE TO STORE COPIES. IF YOU SELL A POLICY THAT DOESN'T AUTOMATICALLY DOWNLOAD, IT TAKE YEARS TO KEY THE INFORMATION IN, AND SOME THINGS JUST CAN'T BE ENTERED.

Review Source

Response from Zywave

July 2, 2020

Hi Gary, Thank you for your review of Agency Matrix. Your feedback is very important to us. We appreciate your suggestions and your feedback has been passed along to our product team. We would love the opportunity to address any additional questions or concerns you may have. Please let me know how I can be of assistance.

MG

Martin G.  
Owner  
Insurance  
Used the software for: 2+ years

### "Works good, but still needs work"

June 2, 2020

4.0

I think it's a great product, but is a work in progress. I can't imagine working without it, but some days it is a hassle. When updates are done, it makes the site unusable. I recommend having a backup site that works the same as the current updated version of Matrix. When updating to a newer version, you should direct the link to the website to the backup until the newer version is updated.

Pros

I really like being able to handle my clients information easily. If they call, I can look stuff up very fast and determine our last conversation and the steps moving forward.

Cons

There are times where things don't work as efficient as I would think. I think the box on the left for managing tasks, should be able to be minimized when working on something. I don't think it needs to be open all the time. I think the quotes done on ITC should automatically transfer to the Matrix when quoted and marked under "Quote Received" or something showing the notes from ITC. I think when I need to speak to someone at Matrix, it should be easier to get ahold of someone. I asked twice in two different ways for a call regarding the steps to upgrading to a higher tier and no one called or emailed me back. When I am putting in a new client, a popup will say "there may be another client in the system with this info" but it doesn't tell who it is. I think it should. I should be able to text and email people directly from their profile and have it show up on Notes tab or a new tab labeled emails/texts.

Reason for choosing Agency Matrix

I chose Agency Matrix because it was the best I could find at the time. When I worked at a car dealership, the one we had worked better, but they had more time in the game and I trust this will improve more as time goes on.

Review Source

Response from Zywave

July 2, 2020

Hi Martin, Thank you for your review of Agency Matrix. Your feedback is very important to us. We appreciate your suggestions and your feedback has been passed along to our product team. We would love the opportunity to address any additional questions or concerns you may have. Please let me know how I can be of assistance.

CD

Christian D.  
Owner/Agent  
Insurance  
Used the software for: 1-2 years

### "Agency Matrix is a joke"

April 5, 2023

2.0

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.

Reason 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

AO

ANTONIO O.  
Manager  
Insurance  
Used the software for: 2+ years

### "Best practices, Reports & Videos."

June 2, 2020

3.0

Tool is useful, Training about its features or best practices should help its overall experience, as of now, for me its a get to know tool. Suggestion, Training videos must be updated + a new stream of videos not for training, but best practices, similar to what used to be done with Within the Matrix videos, but with based on common best practices like reporting combinations or automated marketing recommendations to light up the creativity on the end user's needs.

Pros

Initial Price vs benefit was great. As it has evolved, new features have come handy. Visual Agent / Automatic Marketing is a time saver big time, as long as its correctly set up. When not properly setup, lots of complains can come our way.

Cons

Lots of updates and new features were being released, not much training to keep us up with them. We had to learn most of them by Try & error, and we may still not have mastered all features. It lacks of some preset templates for agents / mangers / CSR based on most common configurations (best practices) with the option to add or remove permissions. We should be able to modify what the dashboard view and source of information, currently does not give information as relevant as expected. Reports name and descriptions are really confusing and set expectations that are not met by them.

Review Source

Response from Zywave

July 2, 2020

Hi Antonio, Thank you for your review of Agency Matrix. Your feedback is very important to us. We appreciate your suggestions and your feedback has been passed along to our product team. We will be starting a webinar series in the next few weeks that will provide training on our new updates. We would love the opportunity to address any additional questions or concerns you may have. Please let me know how I can be of assistance.

VR

Verified Reviewer  
Owner  
Insurance  
Used the software for: 2+ years

### "Super Un-user friendly - poor support really zero support - "

August 29, 2023

2.0

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

SE

Stacy E.  
Owner  
Insurance  
Used the software for: 2+ years

### "We dislike the constant changes"

June 3, 2020

2.0

We like how easy it is to access our customers information. It's the constant changes we dislike immensely. Many times your system is down to make the changes we don't even want. For instance a change that was recently made is that we have to login to the system every 20 minutes?! It's awful. I have appointments every thirty minutes for two months in our busy season. Do you have any idea how many times I will have to login within that 45 day period?!?? I am in the corner office where no one has access to my computer. We should be able to turn off that new awful feature. As a new owner of an agency I am 100% for change, but only if it makes things better. Your changes often make my (and my agents) work life much harder.

Pros

I like that we have quick and easy access to our 2,000 customers without having to pull a file out of a cabinet.

Cons

I hate that the product is made for car insurance, which we do not sell. I have repeatedly asked if we could change the driver's license number to Medicare number, which is a solid No. We were told instead to put it in a custom field, which we did. This week that field disappeared. I had to leave messages and call back many times before someone would actually talk to me about it. When they did they said it would be fixed the next day as they can no longer make changes immediately. That gave us two entire days with no access to our customer's Medicare numbers. It caused massive problems.

Review Source

Response from Zywave

July 2, 2020

Hi Stacy, Thank you for your review of Agency Matrix. Your feedback is very important to us. We would love the opportunity to earn back your trust. Was this issue ever resolved? Can we provide any additional assistance to help your agency run smoother?

SB

SHANNON B.  
President  
Insurance  
Used the software for: 6-12 months

### "Useless product that doesn't do what it is supposed to do"

November 19, 2019

1.0

This entire experience has been awful. It took 2 months to even get a response from the transition team to import information. After 5 months, my information still had not been fully imported, none of my contacts had been brought over. It also took 5 months to get the reports showing what I owe the carriers to come out accurately because I was mis-trained! I was told to put information in incorrect fields over and over. The commission reports don't work accurately because the employee commission structures only apply to pure premiums from the carriers. They don't apply to endorsements, additional fees or broker fees. A year in and I am still using my own excel spreadsheet because of their system is a mess. Acord forms are a disaster. Information doesn't carry over from one screen to the next and that is if the Acord screen will even open up! Limits don't carry over, NAIC numbers that are entered are associated with old companies and out of date, if you have a client with an ampersand sign in their name, be prepared to correct that every time as well because the system doesn't recognize the actual sign...."&" instead it spells it out. This has been an absolutely awful experience. Even after getting on the phone with the powers-that-be and showing the systems failures, nothing happens. They say things like the ampersan sign issue is an easy fix, but then it still doesn't get fixed. They do an update and it crashes the system. . . TERRIBLE SYSTEM

Pros

It's good as a crm and that is it, it cannot create acords, it doesn't pull info to create accurate reports......

Cons

IT DOESN'T WORK! The system crashes constantly. In the past week the system has gone down twice! last week for 2 1/2 hours starting at 2:30 in the afternoon - middle of peak production time. Yesterday it crashed again around 2:30 again. We could log in, but couldn't see policy info, contacts, tasks, attachments or acords. now here it is, 8:45 the following morning, and we STILL cannot make acords. It's a joke of a system. They will oversell you, misguide you and mis-train you. DON'T US E IT

Review Source

CC

Chris C.  
Owner/Manager  
Insurance  
Used the software for: 6-12 months

### "Not a good agency management program"

April 6, 2023

2.0

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

BD

Brittany D.  
Insurance Agent  
Insurance  
Used the software for: 6-12 months

### "Offers a lot of useful features"

January 19, 2021

4.0

Overall my experience has been great with the system. It has taken a little time and practice to really get comfortable with the system but any time I've had to reach out to customer service with an issue, they have been very quick to assist and usually are able to resolve any issue I have.

Pros

This system offers a lot of great features to help with ease day to day tasks and offers a lot of great management and marketing functions. I like how you have the ability to integrate the system with other systems we use day to day to help eliminate extra work and making things more streamline. The email blasts are a great marketing features to use and helps with prospecting. I also like the ability to track and manage employee sales and commissions. I also really like the availability of training videos on the site.

Cons

It can be very complex with the set up of the system and really getting familiar with all of the features offered on the site and to really get the most out of what's offered.

Review Source

Response from Zywave

April 15, 2021

Hi Brittany, Thank you for your review of Agency Matrix! Your feedback is very important to us. If you need any help with the system more training or other resources do not hesitate to reach out. We do offer a weekly live Q&A webinar so you can ask Agency Matrix trainers any question you might have about the system. You sign up for an upcoming webinar here: https://resources.getitc.com/agency-matrix-webinars/live-q-a. We would welcome the opportunity to address any additional questions or concerns you may have. Please let us know how we can be of assistance.

RA

Robyn A.  
Account Executive  
Telecommunications  
Used the software for: 2+ years

### "Could use some help~"

December 6, 2022

4.0

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

JC

James C.  
owner agent  
Insurance  
Used the software for: 2+ years

### "Great simple to use system"

June 2, 2020

4.0

Great system and great service with good helpful employees. Its not a big giant system just a good easy to use system that does most task a smaller agency would need.'

Pros

I like its simplicity however some of that has gone away as its grown. its a great digital file cabinet for clients files. Its priced great. It should be the first management system used by any new agency.

Cons

new updates are not great. they add extra steps. The new task system isn't as good as the prior version, the new notes updates now has extra required fields and extra steps. I really wish the downloads sysem had an undo button.

Reason for choosing Agency Matrix

price and its basic look and use. It kept it simple

Review Source

Response from Zywave

July 2, 2020

Hi James, Thank you for your review of Agency Matrix. Your feedback is very important to us. We would like to help you resolve any issues you may be experiencing with the new update. We would also like to pass along your suggestions to our product team to help improve the product. Can you let us know what you would like to see improved with the task system? Would you like a technical support representative to reach out to address any concerns you may have?

DC

Douglas C.  
owner  
Insurance  
Used the software for: 2+ years

### "Agency Management Software on Steroids "

May 29, 2020

5.0

Incredible.

Pros

Ease of use. Ease of figuring out how to use it. Training videos which are short and effective.

Cons

Nothing. Whenever we have come across a problem or an opportunity to grow, the staff have involved the developers and pivoted in a way I have never seen before, making it almost a custom solution. But the truth is, as they realize, if one agency is having trouble with something, so are others. And so they have made tweaks here and there over the years that have made this THE best agency mgt software on the market. And the price, you can't beat that either for what you get. We're here for life.

Switched from

[Nexsure Insurance Platform](https://www.capterra.com/p/119445/Nexsure-Agency-Management/)

Nexsure what getting too expensive.

Review Source

Response from Zywave

June 24, 2020

Hi Douglas, Thank you for your review! We appreciate your feedback. We are pleased that you are happy with Agency Matrix! Please let us know if we can do anything to help!

MV

Mark V.  
IT  
Insurance  
Used the software for: Less than 6 months

### "NON-Existent Customer Support, Impossible to Setup, Lost My existing Database and we are only able to leave a message for support"

November 2, 2023

1.0

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.

Review Source

SP

Staci P.  
owner  
Insurance  
Used the software for: 2+ years

### "Always improving"

May 28, 2020

4.0

My experience is great. They do listen and want to make the system better.

Pros

I started when they were very new. There are a lot added options for those who have the time to figure it out. All information is where I need it. I like to automated emails I can send for renewals.

Cons

There are too many options. I don't have the time to learn everything about the system.

Alternatives considered

[HawkSoft CMS](https://www.capterra.com/p/79412/HawkSoft-CMS/)

Reason for choosing Agency Matrix

At the time it was pricing. They had not started doing downloads yet which was ok with me because I really only had two companies.

Review Source

Response from Zywave

July 2, 2020

Hi Staci, Thank you for your review. Your feedback is very important to us. We would love the opportunity to assist you with further training or customer support. Please let me know if you would like either a training specialist or a customer support representative to reach out.

BT

Bobby T.  
President  
Insurance  
Used the software for: 2+ years

### "Good"

May 28, 2020

3.0

Need more training. Need webinars and conferences.

Pros

This is a great starter system and really good for a small operation.

Cons

The training and support. 1. The videos are a great idea but they are outdated. 2. There should be training paths or modules designed for AMS beginners, Intermediate and advanced users. 3. They should have training webinars and have users join based on the area of interest. Renewal COI automation is missing.

Alternatives considered

[EZLynx](https://www.capterra.com/p/102928/EZLynx/)

Reason for choosing Agency Matrix

Price based on locations and not users. Not all users are equal and I believe that their billing is logical.

Review Source

Response from Zywave

June 8, 2020

Hi Bobby, Thank you for your review of Agency Matrix. Your feedback is very important to us. There are very great suggestions. They have been passed on to our technical support and on-boarding teams.

BL

BLANCA L.  
Agent/ Owner  
Insurance  
Used the software for: 2+ years

### "Excellent program"

May 28, 2020

5.0

I have been using Agency Matrix maybe like the past 15 years or more, I was employed and that company was using this system, then I went to work for a different company, they were using a difficult software with many steps just to add a simple information , wasting your time when you need to do it in hurry, so I recommended to switch to Agency Matrix , the difference was big everybody was so happy with the change. Then just recently I open my own business, I knew what I needed to, I set it up right away .

Pros

I really would like to recommend anyone who has the need to keep your daily track of all your information , this program is very useful , I have been using Agency Matrix for a very long time, never had any issues with it. The program is easy to understand.

Cons

I don't have any opinion that I think is wrong with the system .

Review Source

Response from Zywave

June 24, 2020

Hi Blanca, Thank you for your review! We appreciate your feedback. We are pleased that you are happy with Agency Matrix! Please let us know if we can do anything to help!

AO

Amy O.  
Owner  
Insurance  
Used the software for: 2+ years

### "Great for new agency with a smaller budget."

June 9, 2020

4.0

Agency matrix has been great for our Agency. In the beginning they were very attentive to our needs and budget friendly. Throughout the years they have added more options to custom fit your needs.

Pros

When we started our agency they were also relatively new so we felt like they took the time to truly understand our needs.

Cons

Not having folders under attachments too easily fine something when needed.

Alternatives considered

[QQCatalyst](https://www.capterra.com/p/36109/QQCatalyst/)

Reason for choosing Agency Matrix

As mentioned above: Budget friendly, great customer services.

Review Source

Response from Zywave

July 2, 2020

Hi Amy, Thank you for your review. Your feedback is very important to us. We appreciate your suggestions and your feedback has been passed along to our product team. We would love the opportunity to address any additional questions or concerns you may have. Please let me know how I can be of assistance.

EH

Eric H.  
President  
Insurance  
Used the software for: 2+ years

### "It's ok at best"

May 28, 2020

3.0

Very difficult to leave as I made a transfer from another software to this one and do not want to go through that again. With a few changes this could be a much better platform.

Pros

i like the fact that is the least expensive option for me.

Cons

The accounting side of the software is the worst. Very hard to keep track of invoices, and payments. endorsements are impossible to do. To reconcile you have to do double and triple work. Things that should be tied together like paying the carrier and paying commission should be processed at the same time. With Agency Matrix I have to do this twice. once to pay the company and a second time to pay myself and producers.

Reason for choosing Agency Matrix

Price

Review Source

Response from Zywave

June 8, 2020

Hi Eric, Thank you for your review of Agency Matrix. Your feedback is very important to us. Would you like us to reach out to you to help address any concerns you may have with Agency Matrix's account features?

mA

maria A.  
agent  
Insurance  
Used the software for: 2+ years

### "Very Helpful"

May 28, 2020

5.0

I really love the system, I got the product that I was promised.

Pros

That I can text and send payment alert to my clients, keep their information on file and check my reports is awesome.

Cons

I like everything. There is anything missing that I can think now.

Reason for choosing Agency Matrix

I have been using matrix for a long time while working for an agency and now that I open my own agency I love to have the same product that I know very well.

Review Source

Response from Zywave

June 24, 2020

Hi Maria, Thank you for your review! We appreciate your feedback. We are pleased that you are happy with Agency Matrix and are honored that you have trusted Agency Matrix for so long! Please let us know if we can do anything to help!

IR

Isaac R.  
General Manager  
Insurance  
Used the software for: 1-2 years

### "Worst Customer Service Experience"

June 24, 2019

2.0

It did help us improve our workflow however I cannot stress the fact that the Customer Service is one of the worst I have seen. We waited 2 months one time just to have someone get back to us to add additional services!

Pros

Certificates of Insurance emailed directly with Signature, getting better with commercial policies

Cons

Customer Service needs to improve. Sometimes I am up to 1 hour on hold or get no replies back. Emailed them several times and it takes months to get a response. Also, we have to do our commissions manually as the system has a horrible invoicing operation that messes up the commissions. Something that should take minutes takes up to a day.

Alternatives considered

[Vertafore AMS360](https://www.capterra.com/p/113472/Vertafore-AMS360/)

Reason for choosing Agency Matrix

The cost is accessible but maybe not worth all the shortcomings.

Review Source

LA

Leslie A.  
Office Administrator  
Insurance  
Used the software for: 2+ years

### "If it works, why fix it?"

May 28, 2020

5.0

It has been great fun learning all the different functions of the software. We are not using but maybe 50% if that, of the capabilities but it is too consuming to take the time to learn things. We are busy.

Pros

I like that everything is on one page per client. I also like that there are videos to teach an individual how to use the software. But...who has time for videos? Not me.

Cons

The reports are not as easy to work up as you would think. It is not easy to break down what you want or to separate when trying to do a report and print tasks.

Review Source

Response from Zywave

July 2, 2020

Hi Leslie, Thank you for your review! Your feedback is very important to us. We are pleased to see that you appreciate our training videos. Would you like a customer support representative to reach out to address any questions you might have with the reporting?

mE

michelle E.  
broker/owner  
Insurance  
Used the software for: 2+ years

### "Experienced User of Agency Matrix Software"

June 5, 2020

5.0

It's done the job well for me, in terms of the features that I use

Pros

I have used this software for almost 10 years. I keep track of my clients data, policies, etc. I travel often so having the online platform is an excellent way to keep in touch with clients no matter where I am. I have been very happy with this products (as proven by my 10 year experience with it)

Cons

Not crazy about how the info lays out on the screen. It may be my resolution, by I would like to see all the home screen boxes without scrolling

Reason for choosing Agency Matrix

it was comprehensive and affordable

Review Source

Response from Zywave

July 2, 2020

Hi Michelle, Thank you for your review. Your feedback is very important to us. There may be a solution to your concerns about the layout. Would you like a customer support representative to reach out to help you with this issue?

JR

Jeff R.  
Agency Owner  
Insurance  
Used the software for: 1-2 years

### "Good Reliable System"

May 28, 2020

4.0

It's been a good experience so far and with independence 1 month away, I'm hoping it stays that way! Lol

Pros

It was pretty easy to use, and add/update data

Cons

It takes some getting use to the downloading of data process, I wish it had an e-signature component.

Alternatives considered

[Vertafore AMS360](https://www.capterra.com/p/113472/Vertafore-AMS360/)

Reason for choosing Agency Matrix

Cost, easy of use and it provide what I needed, we are mostly a personal lines agency, so I didn't need the more commercial heavy agency management systems.

Review Source

Response from Zywave

July 2, 2020

Hi Jeff, Thank you for your review. Your feedback is very important to us. This is a great suggestion and has been passed on to our product development team. Are there any additional concerns that we can address? If so, I can ensure a customer support representative will reach out as soon as possible.

WD

William D.  
Owner  
Insurance  
Used the software for: 2+ years

### "Dependability"

June 5, 2020

4.0

It is great when it is working

Pros

Management system. The ease of use. Friendly to use.

Cons

Site goes down to often. Upgrades to system do not always make things better. The upgrade for agency financing was a nightmare & creates more work for the agency. This just made our job harder.

Reason for choosing Agency Matrix

Price

Review Source

Response from Zywave

July 2, 2020

Hi William, Thank you for your review. Your feedback is very important to us. We would like to help you resolve any issues you may be experiencing with the new update and finance center. We would also like to pass along your suggestions to our product team to help improve the product. Can you let us know what you would like to see improved with the finance center? Also, would you like a technical support representative to reach out to address any concerns you may have?

CS

Chad S.  
Agency Owner  
Insurance  
Used the software for: Less than 6 months

### "Great Value and Solid Features"

June 13, 2019

4.0

Overall I have been pleased and enjoy how quickly I can access items and information.

Pros

I like the value of the product and the fact that they won't jump my rates 34% without warning like I got from one of the biggest in the industry. They are also responsive and are continually improving their product. They recently upgrade their acord forms where I can quickly create and issue a new COI with multiple policies quicker than I could on EPIC.

Cons

At first I thought it wasn't as great for commercial business, but over the past few months I've been with them they have made enhancements that have been very helpful.

Alternatives considered

[EZLynx](https://www.capterra.com/p/102928/EZLynx/)

Reason for choosing Agency Matrix

I got the best response and felt what their product could do for the price made it the best value for our agency.

Switched from

[Applied Epic](https://www.capterra.com/p/70671/Applied-Epic/)

Cost and communication

Review Source

Response from Zywave

June 14, 2019

Hi, Chad. Thank so much for your review! We've been concentrating for the past several months on making the ACORDs process the best it could be, for both personal and commercial users. It's always nice to hear that our efforts are paying off!

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