# Page 4 | Agency Matrix Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 4 - 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

---

Agency Matrix

3.7 (104)

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

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/)

* * *

Last updated March 13th, 2026

# Page 4 - Reviews of Agency Matrix

## Showing most helpful reviews

Showing 76-100 of 104 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

OV

Orlando V.  
Agent  
Automotive  
Used the software for: 1-2 years

### "The best investment to streamline our work"

May 31, 2020

5.0

Pros

We all like Agency Matrix, it is a very useful tool for our work

Cons

Regarding the last update, I don't like that the program closes very quickly, it should have more time online

Review Source

Response from Zywave

July 2, 2020

Hi Orlando, Thank you for your review. Your feedback is very important to us. We are happy to hear that you are enjoying Agency Matrix. As for the program closing quickly, we believe this is something we can help you out with. Would you like a technical support representative to reach out to help resolve this issue?

JL

John L.  
President  
Insurance  
Used the software for: 6-12 months

### "Review "

June 2, 2020

3.0

Average

Pros

Looks of the system and US customer service

Cons

Confusion of the training and lack of a local training

Alternatives considered

[Exotel](https://www.capterra.com/p/233144/Exotel/)[HawkSoft CMS](https://www.capterra.com/p/79412/HawkSoft-CMS/)

Reason for choosing Agency Matrix

Not sure

Review Source

Response from Zywave

July 2, 2020

Hi John, Thank you for your review. Your feedback is very important to us. Onboarding and training are very important elements of using Agency Matrix. We would love the opportunity to provide additional training if necessary. Would you like a customer support representative to reach out and set this up?

EA

ESSAM A.  
President  
Insurance  
Used the software for: 6-12 months

### "Agency management system "

June 2, 2020

1.0

Problems from day 1

Pros

The number of users and price and it’s geared more to commercial and the scanning is better than Ezlynx

Cons

Accounting , lake of companies to rate, looks ugly and

Review Source

Response from Zywave

July 2, 2020

Hi Essam, Thank you for your review of Agency Matrix. Your feedback is very important to us. We apologize for your experience so far with Agency Matrix and we would love the opportunity to address any additional questions or concerns regarding you Agency Matrix account. Please let me know how I can be of further assistance.

EG

Elizabeth G.  
CSR  
Insurance  
Used the software for: 1-2 years

### "Simple & easy to understand for beginners"

August 11, 2017

5.0

I learned from my mistakes. lol

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.

Review Source

BM

Brock M.  
Owner  
Insurance  
Used the software for: Less than 6 months

### "Hixson & Malinowski Agency Review"

May 28, 2020

5.0

Pros

Customizability options and the support I receive from \[SENSITIVE CONTENT HIDDEN\]

Cons

I am still not clear on what my bill is going to be despite asking my sales rep a few times to clarify it, the training videos and training calls are helpful but there are so many options that a quick start guide with recommended templates for marketing and everything would be great

Alternatives considered

[Vertafore Agency Platform](https://www.capterra.com/p/95850/Vertafore-Agency-Platform/)

Reason for choosing Agency Matrix

Price

Review Source

Response from Zywave

July 2, 2020

Hi Brock, Thank you for your review of Agency Matrix. We are pleased to see you have a good experience with our team. We love the idea of the quick start guide and will be passing that along to our product team. Would you like a customer support representative to reach out and help you determine what your bill will be and to set up additional training?

AM

Adam M.  
Owner  
Insurance  
Used the software for: 2+ years

### "Review of Services"

June 2, 2020

3.0

Pros

It is user friendly. We are comfortable with the software.

Cons

There are no good options for interacting in real time with clients.

Reason for choosing Agency Matrix

Because we already used you for Rater.

Review Source

JF

Jeanie F.  
Executive Assistant  
Insurance  
Used the software for: 2+ years

### "Agency Matrix was an easy to learn and use program for our insurance company to help service clients"

March 16, 2018

5.0

Great software to start your business. You can use it to manage client files and communications, as well as use it to track policies up for renewals, keep track of said policies, and easily create reports.

Pros

Our company quickly outgrew the Agency Matrix program, but in the years that we did use the program, it helped our company grow into one of the leaders in our industry because we could keep track of our clients and their policies, monitor who had accounts coming up for servicing and renewals, and keep on top of communication with clients. Attaching files and viewing files was easy to do and the whole program didn't take very long to learn. Customer service was helpful when needed.

Review Source

Response from Zywave

July 2, 2020

Hi Jeanie, Thank you for your great review of Agency Matrix! We hope to have another shot with you agency one day in the future.

ER

Eva R.  
OWNER  
Insurance  
Used the software for: 1-2 years

### "AGENCY MATRIX"

May 29, 2020

5.0

Pros

es facil de usar y rapido ya que es online y no como otros sistemas

Cons

no puedo hacer mis propios reportes por que ya estan hechos

Review Source

Response from Zywave

June 30, 2020

Hi Eva, Thank you for your review of Agency Matrix. Your feedback is very important to us. We have passed along your suggestions on reporting to our product team. Thank you again for your feedback. We cannot improve without it.

LF

LAQUICA F.  
Agency Principal  
Insurance  
Used the software for: 6-12 months

### "Honest Review "

June 2, 2020

5.0

Pros

implementation was easy and the ongoing updates make the software better

Cons

when having commercial clients it is not as easy as I have had. There is no quote proposal feature where you can create a quote and send it to the customer on your own letter head.

Review Source

Response from Zywave

July 2, 2020

Hi Laquica, Thank you for your review. Your feedback is very important to us. We would love the opportunity to address any additional questions or concerns you may have. Would you like a representative to reach out?

CM

Cecilia M.  
owner  
Insurance  
Used the software for: 6-12 months

### "Quick easy system"

June 8, 2020

5.0

I really enjoy using the easy system

Pros

I like it that the training when we started was very helpful

Cons

There is really nothing other then able to change the color of the system to march are company logo but theirs really nothing I really enjoy using this system.

Review Source

Response from Zywave

June 24, 2020

Hi Cecilia, 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!

CT

Christy T.  
Owner  
Insurance  
Used the software for: Less than 6 months

### "Saves so much time!"

May 28, 2020

5.0

The program is wonderful and the employees, tech help, sales and all have been amazing! Friendly, professional and lots of help. Overall company is great!

Pros

The organization of this software is amazing. Wish I would have invested in this from the start! Definitely saves my company valuable time.

Cons

I see no negative so far. Only wish I would have bought this as soon as we opened my office. Just ready to grow my business so I can upgrade to utilize all the features as needed.

Reason for choosing Agency Matrix

Because they reached out to me, and was not pushy-which I can not stand. But let me decide and helped me go forward at my own pace.

Review Source

Response from Zywave

June 24, 2020

Hi Christy, 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!

KE

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

### "Agency Matrix Review"

June 9, 2020

1.0

On the edge of cancelling this product.

Pros

Nothing about it

Cons

It supposed to help me rather do more work. Not matching with what it comes from Insurance companies. Can not get hold of anybody to help and train me.

Review Source

Response from Zywave

July 2, 2020

Hi Kam, Thank you for your review of Agency Matrix. Your feedback is very important to us. We apologize for your experience with Agency Matrix so far. We would love the opportunity to help you with any issues you may be having. Would you like a member of our team to reach out?

DN

David N.  
Agency Owner  
Insurance  
Used the software for: 1-2 years

### "Unreliable"

July 13, 2017

2.0

Right now None Looking for a replacement

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

Review Source

MM

Monica M.  
Owner  
Insurance  
Used the software for: Less than 6 months

### "Agency Matrix"

June 10, 2020

3.0

Pros

So far, there's not much I like about it.

Cons

There is no way to reconcile my agency sweep account. Setting up custom letters is very difficult. There's so many things, I don't even remember. I have trouble getting customer service on the phone & replies to my emails to support are slow, that is, if I get a response.

Reason for choosing Agency Matrix

I chose Agency Matrix by the recommendation of AccuTrac.net and Security Federal Premium Pay Plans.

Review Source

Response from Zywave

July 2, 2020

Hi Monica, Thank you for your review. Your feedback is very important to us. We would love the opportunity to earn back your trust. Would you like a customer support representative to reach our to address any questions or concerns you have with your account?

JU

John U.  
OWNER BROKER  
Insurance  
Used the software for: 6-12 months

### "owner of software"

June 2, 2020

5.0

Its been easy to use. good value for the price

Pros

Easy Use. Generates reports that I link, and the prefill for acords is great

Cons

it took a little bit to get use to operating, but good now

Reason for choosing Agency Matrix

value for price

Review Source

Response from Zywave

June 24, 2020

Hi John, 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!

KH

Kelly H.  
Account Manager  
Computer Software  
Used the software for: 2+ years

### "null"

February 23, 2018

2.0

Review Source

SS

Scott S.  
  
  
Used the software for:

### "Very happy with the product"

October 19, 2016

4.0

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.

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

Review Source

GG

GUSTAVO G.  
OWNER  
Consumer Services  
Used the software for: Less than 6 months

### "DISSAPOINTED "

May 28, 2020

1.0

THE PERSONAL TRAINER ARE VERY NICE BUT THE DONT THAT MUCH OF EXPERIENCE WORKING WITH SOFTWARE. I HAVE 23 DAYS WITH THIS SOFTWARE AND THE PROGRAM IS STILL NOT READY TO USE.

Pros

SINCE TODAY NOTHING TO COMMENT, BEACAUSE THE SYSTEM IS STILL NOT ABLE TO WORK PROPERLY. EVERY TIME I WANT TO ADD SOMETHING TO THE FILE SOME ERROR COMES OUT.

Cons

WHAT I DONT REALLY LIKE ABOUT THIS SOFTWARE IS THE TRAINING VIDEOS IS NOT TO HELPFUL

Reason for choosing Agency Matrix

RECOMENDED.

Review Source

Response from Zywave

June 8, 2020

We appreciate you taking the time to review Agency Matrix and your feedback about the training videos. We would like to address any issues you might have regarding the product. Please let us know how we can be of assistance.

JC

John C.  
owner  
  
Used the software for:

### "not the best"

April 23, 2013

1.0

keep looking

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

Review Source

Response from Zywave

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,

VK

Vishal K.  
owner  
Insurance  
Used the software for: Less than 6 months

### "Feedback"

May 28, 2020

5.0

It is a great application. very user friendly. easy to understand. all in one application. Good Customer support

Pros

All features in one platform. Very user friendly

Cons

All features are good. Everything in one place so no complain.

Reason for choosing Agency Matrix

Great Application and features.

Review Source

Response from Zywave

June 24, 2020

Hi Vishal, 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!

BS

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

### "Use of Matrix"

May 28, 2020

4.0

Good

Pros

Easy to use and making changes. We're still getting downloads

Cons

The delays of getting downloads and getting help when needed

Review Source

Response from Zywave

July 2, 2020

Hi Bob, Thank you for your review. Your feedback is very important to us. Getting support for our clients is of the utmost importance. If you have any questions or concerns, please let me know and I will have a customer support representative reach out as soon as possible.

AH

Ayuda H.  
  
  
Used the software for:

### "Great features that are so easy to use"

November 12, 2010

4.0

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

Review Source

JW

Jason W.  
Owner  
Insurance  
Used the software for: Less than 6 months

### "Good product"

May 28, 2020

4.0

So far, so good

Pros

Multiple features and helps inter office communication

Cons

Help with setting up companies to download could be better

Review Source

Response from Zywave

July 2, 2020

Hi Jason, Thank you for your review of Agency Matrix. Your feedback is very important to us. We would like the opportunity to help out any way we can. A customer support representative will be reaching out as soon as possible.

PD

Pedro D.  
CEO  
  
Used the software for:

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

May 1, 2015

2.0

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.

Review Source

WD

William D.  
Agent/owner  
Insurance  
Used the software for: Less than 6 months

### "Still have not used product properly. Still going through training."

May 28, 2020

1.0

Not very good at this time. I purchased this product 2 months and still in the beginning stages.

Pros

Don't really know. Still going through training

Cons

The time it takes to get trained. Not sure I will keep this product

Reason for choosing Agency Matrix

The price

Review Source

Response from Zywave

June 8, 2020

Hi William, Thank you for your review. Your feedback on Agency Matrix is very important to us. Getting you started with Agency Matrix so you can begin fully leveraging it for your agency is our top priority. A training specialist will be reaching out to you soon.

Similar Products

Featured