# Page 3 | Agency Matrix Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 3 - 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 3 - Reviews of Agency Matrix

## Showing most helpful reviews

Showing 51-75 of 104 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

MW

Michele W.  
Owner/Agent  
Insurance  
Used the software for: 2+ years

### "Matrix in the Wimmer Insurance World"

June 2, 2020

5.0

An easy way to keep track of my book and the policies of each of my clients.

Pros

We started with it 9 years ago. It's easy to use on the daily/customer basis, but sometimes setting up the functions can be confusing and not so simple.

Cons

It is sometime difficult and time consuming to set up new functions or companies.

Review Source

Response from Zywave

June 30, 2020

Hi Michele, Thank you for your review of Agency Matrix. Your feedback is very important to us. We are so happy that you have trusted Agency Matrix with your agency management needs for 9 years. Our goal is to make sure we can make our clients have an agency management system that helps their agency run smoother. We would love the opportunity to address any additional questions or concerns you may have. Please let me know if I can help in any way.

JS

Jenny S.  
office manager  
Insurance  
Used the software for: 2+ years

### "Easy for a Small Business "

June 9, 2020

4.0

Great customer service and very affordable

Pros

Ease of use and the instinctive nature of the setup

Cons

A few more customization options for policy types and features would be nice

Review Source

Response from Zywave

July 2, 2020

Hi Jenny, 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.

JC

Joan C.  
Owner  
Insurance  
Used the software for: 2+ years

### "The Best - Much Better More Expensive"

May 28, 2020

4.0

I like the easy and ability to work anywhere with the system

Pros

Easy of use and understanding with someone always there if you should need help

Cons

Initially I found the problem with commercial accounts

Alternatives considered

[EZlytix](https://www.capterra.com/p/189494/EZlytix/)[HawkSoft CMS](https://www.capterra.com/p/79412/HawkSoft-CMS/)

Reason for choosing Agency Matrix

overall price and what was offered

Review Source

Response from Zywave

July 2, 2020

Hi Joan, Thank you for your review. Your feedback is very important to us. Are you still experiencing any issues with commercial accounts? Would you like a customer support representative to reach out?

JV

Joseph V.  
President  
Insurance  
Used the software for: 1-2 years

### "Agency Matrix"

May 28, 2020

4.0

Pros

I like how you can configure the software to your needs. Wish it could be more customizable to really be tailored to what my companies needs are. The email automation is a cool feature.

Cons

Wish it could be more customizable to really be tailored to what my companies needs are. Adding Ins companies could be more streamline. It has a lot of features that are not usable or were programmed for bigger companies and mean nothing to me. Had issues in the beginning, they forgot to schedule additional training on features. Had to hunt them down to get it done.

Review Source

Response from Zywave

July 2, 2020

Hi Joseph, Thank you for your review of InsurancePro. Your feedback is very important to us. Do you think you benefit from any additional training? If so, I would be happy to set that up for you. Please let us know if you need anything else.

SH

SHEILA H.  
OFFICE MANAGER  
Insurance  
Used the software for: 1-2 years

### "THIS IS MY FIRST MANAGEMENT SYSTEM"

June 9, 2020

4.0

Overall I would recommend Agency Matrix although with the ITC take over our price went up $10 without any communication that it was going to happen.

Pros

I love all the information that is at my fingertips when a customer calls. Reports are good a little complicated but good

Cons

i have an error that pops up when I want to scan directly to a persons file. I have to ok it a couple of times before it will actually scan so it takes alot of unnecessary time and we are a very busy office.

Reason for choosing Agency Matrix

It sounded like it would give me the information I needed for a reasonable price.

Review Source

Response from Zywave

July 2, 2020

Hi Sheila, Thank you for your review of Agency Matrix. Your feedback is very important to us. Are you still experiencing this issue? Is so, please let me know and a technical support representative will be reaching out as soon as possible.

SR

Stephen R.  
Owner  
Insurance  
Used the software for: 2+ years

### "Not worth the problems"

May 28, 2020

1.0

It was a very good program until ITC made changes that now makes me scream.

Pros

I like the ease of use and customer support prior to ITC

Cons

ITC has made changes that makes the program not worth the cost savings. I am presently looking into other software providers.

Reason for choosing Agency Matrix

Cost and the ease of use

Review Source

Response from Zywave

June 8, 2020

Hi Stephen, We appreciate you taking the time to provide us with a review of Agency Matrix. Your feedback is very important to us. We would like the opportunity to address any concerns you may have with your product. A customer service representative will be reaching out to you soon.

DC

David C.  
Owner  
Financial Services  
Used the software for: 2+ years

### "Good value "

May 29, 2020

4.0

Pros

It does what we need it to do. Like many CRM programs, it is probably not being used to the fullest extent

Cons

The initial set up can be cumbersome. It is tedious to enter carrier names, addresses, naic numbers, etc

Reason for choosing Agency Matrix

Referrals and price

Review Source

Response from Zywave

June 30, 2020

Hi David, Thank you for your review of Agency Matrix. Your feedback is very important to us. Agency Matrix is equipped with numerous features to make our client's lives and their agency run smoother. We would like to help you use Agency Matrix to its fullest potential. Would you like a member of our team to reach out to help resolve any questions or concerns you may be having? Thank you again for your review!

LT

LESLIE T.  
owner  
Insurance  
Used the software for: 2+ years

### "GREAT AGENCY MANAGEMENT SYSTEM"

June 9, 2020

5.0

I have used Agency Matrix for about 10 years. I am pleased with the overall design and ease of the product. I am also pleased with the updates they provide as they integrate new ideas making their product even better.

Pros

I most like the ease of end of day summaries and consolidating the payments with the bank.

Cons

I have not found anything i don't like about the product

Review Source

Response from Zywave

June 24, 2020

Hi Leslie, Thank you for your review! We appreciate your feedback and we are proud to have had you as a client for over 10 years! We are pleased that you are happy with Agency Matrix and look forward to many more years of business. Please let us know if we can do anything to help!

jB

jeff B.  
owner/agent  
Insurance  
Used the software for: 2+ years

### "management system review"

June 9, 2020

4.0

Pros

easy to look up clients and post payments

Cons

have to input things multiple times we should be able to add an endorsement and input the vehicle info once and it be filled in everywhere it needs to be insurance id cards and binders should be easier

Reason for choosing Agency Matrix

price

Review Source

Response from Zywave

July 2, 2020

Hi Jeff, 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.

CG

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

### "Easy to use, very efficient "

June 3, 2020

5.0

I’ve used this software for about 5 years now, with previous employers and now as an independent agent its the first software i purchased.

Pros

Very useful to store customer’s info. Very useful to keep track of our accounting as well. Use this product daily.

Cons

Currently have the Gold package features I work with are very easy to work with. For now everything is great

Review Source

Response from Zywave

June 24, 2020

Hi Cindy, 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!

SC

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

### "Best in the industry "

May 28, 2020

5.0

Overall happy. They have experienced some growing pains though.

Pros

Overall a good product. They have aquired another competitor that i hope will bring even more value to their product.

Cons

Caveat\* I am very frugal. Pricing could be better.

Reason for choosing Agency Matrix

functionality v pricing

Review Source

Response from Zywave

June 30, 2020

Hi Shawn, Thank you for your review of Agency Matrix. Your feedback is very important to us. We are pleased to see that you are happy with Agency Matrix! Please let me know if you have any additional questions or concerns.

BE

Brannon E.  
Owner  
Insurance  
Used the software for: 1-2 years

### " Need work. "

May 28, 2020

3.0

Functionality has always been good, since the buy out it has been horrible and I no longer want to use the software or the company. Currently looking for a new CRM just because the support level is zero.

Pros

I like the amount of features that can be utilized inside the software. I like that it’s pretty easy to navigate.

Cons

Understanding the features. A lot of the features are overwhelming and do not understand what the workflow is or how to best use the system.

Review Source

Response from Zywave

June 8, 2020

Hi Brannon, Thank you for your review of Agency Matrix, Your feedback is very important to us. Would you like to receive additional training on the system? If so, please let us know and we will ensure this is accomplished.

CA

CLAUDIA A.  
iNSURANCE AGENT  
Insurance  
Used the software for: 2+ years

### "AGENCY MATRIX REVIEW"

June 5, 2020

5.0

ITS BEEN A REALLY GOOD EXPERIENCE

Pros

THAT IS EFFICIENT AND EASY TO USE AND I CAN KEEP GOOD RECORDS OF EVERYTHING THAT HAPPENS AT THE OFFICE

Cons

I LIKE ALL THE FEATURES I DON'T THINK I HAVE FOUND ANYTHING I DONT LIKE YET

Reason for choosing Agency Matrix

BECAUSE I HAD USED IT BEFORE AT ANOTHER AGENCY I USED TO WORK FOR AND I LOVED IT

Review Source

Response from Zywave

June 24, 2020

Hi Claudia, 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!

rA

ramon A.  
Agency Owner  
Insurance  
Used the software for: Less than 6 months

### "Agency Matrix is crucial to growth"

May 29, 2020

5.0

So far exceeded expectations. Almost made a mistake buying a different product that was offering all but delivering nothing except an expensive 2-3 months. Luckily I was able to extract myself and get Agency Matrix.

Pros

Agency Matrix has been around for a few years. I had been very loyal to prior product but it became clear it was not keeping up with new technology. The new product, while a bit pricey, it is more technologically advanced and comes with training and training videos. Very intuitive.

Cons

Some imbedded products are best to use outside sources, like the texting and telephony option.

Alternatives considered

[AMP](https://www.capterra.com/p/140280/AMP/)[HawkSoft CMS](https://www.capterra.com/p/79412/HawkSoft-CMS/)

Reason for choosing Agency Matrix

Hawksoft too expensive by far. AMP could not deliver any service yet charged 2-3 months.

Review Source

Response from Zywave

June 3, 2020

Thank you Ramon for the kind words! We are happy that you have enjoyed Agency Matrix and that our agency management system has helped your agency.

SC

Sarah C.  
Agent  
Insurance  
Used the software for: 2+ years

### "Great Agency System!"

June 2, 2020

5.0

Very pleased with the overall usage and storage capacity. We looked at several other systems originally and have always been pleased with this choice.

Pros

user friendly, simple to learn, great value

Cons

We've had no issues with the system for us.

Reason for choosing Agency Matrix

Price, the value of the system, user friendly and simple to learn.

Review Source

Response from Zywave

June 24, 2020

Hi Sarah, 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!

DT

DIANA T.  
AGENT  
Insurance  
Used the software for: 2+ years

### "STRESS -FREE MANAGING SYSTEM"

June 5, 2020

5.0

GREAT FOR ANY BUSINESS, TO MANAGE REPORTS AND EACH CUSTOMER, ALLOWS YOU TO ADD DETAILS AND ID CARDS FOR CUSTOMERS, GREAT SYSTEM

Pros

YOU CAN MANAGE ALL CANCELLING DUE DATES BEFORE THEY EXPIRE, AND SEND OUT THANK YOU NOTES TO ALL CUSTOMERS IN ONE SIMPLE CLICK

Cons

I HAVE NOT FOUND ANY FEATURES THAT I DONT LIKE

Review Source

Response from Zywave

June 24, 2020

Hi Diana, 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!

TH

Tim H.  
Agent  
Insurance  
Used the software for: 1-2 years

### "Use this software daily for my workfflows"

October 21, 2019

5.0

Pros

I love the automations. Love how easy it is to process most things and easy to teach my users. Love the reports and built in pivot.

Cons

Need to fix the task screen. The screen in the latest update is complicated. Commissions structure is annoying and the fact that it is a percent of a percent is hard. ACORD needs to better fill out.

Review Source

Response from Zywave

July 2, 2020

Hi Tim, Thank you for your review. Your feedback is very important to us. These are great suggestions to help us improve. We have passed these along to our product team. Thank you again for your feedback and great review! We cannot get better without the feedback from our clients.

DU

Dustin U.  
owner  
Insurance  
Used the software for: 2+ years

### "Matrix review"

June 2, 2020

4.0

Pros

intuitive customer bridge, editing and attachments functions. Good reports.

Cons

inability to purchase certain services a la cart without having to upgrade the whole thing.

Review Source

Response from Zywave

June 30, 2020

Hi Dustin, Thank you for your review of Agency Matrix. Your feedback is very important to us. We are pleased to see that you are happy with our reporting system. Your suggestions have been passed on to our product team. Thank you again for your feedback! We cannot improve without it.

RR

Rubymir R.  
Office Owner  
Insurance  
Used the software for: 6-12 months

### "Salem Insurance"

May 28, 2020

5.0

Great change coming from QQ Catalyst

Pros

I can access all the text messages and email sent/received . I also loved received an email in my inbox with the items due for that day.

Cons

Recurring problems when sending emails from Agency Matrix and pdf files

Reason for choosing Agency Matrix

Using Already ITC For my website

Review Source

Response from Zywave

June 8, 2020

Hi Rubymir, My name is Zach Weeks. I am the content marketing specialist at ITC. I saw your review and I wanted to say thank you for your review of Agency Matrix. Your feedback is very important to us. Your agency's efficiency is of the utmost importance to us. We would love the opportunity to help address your concerns with sending emails and pdf files using Agency Matrix. A customer support representative will be reaching out to you as soon as possible.

RE

Rodolfo E.  
Owner  
Insurance  
Used the software for: 1-2 years

### "I need specific training or guides. "

June 9, 2020

5.0

Overall the basic functions needed get done.

Pros

The easy of imputing Information is great. Retrieving the information is not as easy.

Cons

I think most people would be happy with this product if support for specific services. For example accounting, commissions, reports after about six months it would be great.

Reason for choosing Agency Matrix

Price.

Review Source

Response from Zywave

July 2, 2020

Hi Rodolfo, Thank you for your review. Your feedback is very important to us. We can certainly make some additional training happen for accounting, commissions, and reports. Would like representative to reach out?

MB

Mark B.  
Owner  
Insurance  
Used the software for: 2+ years

### "Agency Matrix"

June 5, 2020

4.0

Been very happy with software.

Pros

We are very happy with Agency Matrix. We have used the software for years.

Cons

Wish is worked with other software programs for client info download info.

Reason for choosing Agency Matrix

Cost

Review Source

Response from Zywave

July 2, 2020

Hi Mark, Thank you for your review. Your feedback is very important to us. Have you spoken with technical support about a possible integration to resolve this issue? Would you like one to reach out?

GD

George D.  
Adminstration Manager  
Insurance  
Used the software for: 2+ years

### "GIA"

October 30, 2020

5.0

Price keeps increasing

Pros

Able to keep up with my clients and polices and other

Cons

Takes up too much time when you have to do Manual data entry

Reason for choosing Agency Matrix

At the time price was good

Review Source

Response from Zywave

November 4, 2020

Hi George, Thank you for taking the time to review Agency Matrix. We really appreciate your feedback and your rating of five stars. If there is anything I can do to help you now or please let me know in the future.

HW

HAL W.  
AGENT  
Insurance  
Used the software for: 6-12 months

### "FROM ACCUTRAC TO MATRIX"

June 9, 2020

4.0

NO PROBLEMS, AND WE HAVE NOTICED A GREATER EFFICIENCY IN OUR OPERATION AND A BETTER ACCOUNTABILITY SYSTEM.

Pros

WHAT I LIKE MOST ABOUT MATRIX IS THE OPTIONS THE USER HAS IN LOOKING UP CUSTOMERS. ALSO, THERE ARE SO MANY REPORTS THAT CAN BE GENERATED TO HELP TRACK THE CYCLICAL NATURE OF THE BUSINESS.

Cons

I WISH THERE WAS A WAY TO CLOSE OUT DAILY REPORTS BASED ON WORK DAY HOURS, RATHER THAN A 24 HOUR PERIOD.

Review Source

Response from Zywave

July 2, 2020

Hi Hal, 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.

DB

Donna B.  
Office Manager/Agent  
Insurance  
Used the software for: 1-2 years

### "Office Manager/Agent"

June 8, 2020

5.0

\[SENSITIVE CONTENT HIDDEN\], our trainer, was wonderful. Our transition was slow, but she was patient and super helpful. Any time I have had to call for support, everyone has been very helpful and courteous.

Pros

Ability to keep all customer data, accounting, commissions in one program and variety of reports and correspondence options.

Cons

No real cons once we got everyone trained.

Review Source

Response from Zywave

June 24, 2020

Hi Donna, 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!

AM

Aly M.  
CTO  
Insurance  
Used the software for: 2+ years

### "Do NOT Buy!"

November 7, 2019

1.0

Pros

Cheaper than competition, but you get what you pay for!

Cons

The system is not reliable and its down a few times a week. There is zero support when you point out bugs in this system and updates/patches are released on the fly during business hours without any sort of testing.

Review Source

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