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.

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.

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

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

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

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

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.

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.

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.

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.

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.

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.

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.

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.

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.