Agency Matrix 2026: Benefits, Features & Pricing

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Overview
User Interface
Popular Alternatives
Popular Comparisons
Pricing and Plans
Features
Integrations
User Reviews

Overview

Agency Matrix

3.7

(104)

Pricing

Pricing available upon request

About Agency Matrix

Agency Matrix is an integrated cloud-based solution that integrates financial management, human resources and project management into a single platform. You can access every customer, policy, form, endorsement, payment, image, and report you may ever need or want with just one click.

Wondering if Agency Matrix is right for your organization?

Our Insurance Software selection experts can help you in 15 minutes or less.

Agency Matrix User Interface

Popular Agency Matrix Alternatives

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Agency Matrix

3.7

(104)

Ratings Breakdown

3.63Ease of use
3.72Value for money
3.37Customer support
3.41Functionality

Pricing

Available upon request

Get Price

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Agency Matrix Pricing and Plans

Starting price: Connect with an advisor for pricing

Free Trial

Free Version

Standard Pricing

Pricing available upon request

No plan information available

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Agency Matrix Features

Popular features found in Insurance
Activity Tracking
Audit Trail
Contact Management
Document Management
Insurance Rating
Policy Management
Quotes/Estimates
Self Service Portal
Workflow Management
More features of Agency Matrix
Activity Dashboard
Calendar Management
Client Management
Client Portal
Commission Management
Contact Database
Customizable Reports
Document Storage
Email Marketing
Forms Management
Insurance Policy Management
Invoice Management
Lead Management
Pipeline Management
Property & Casualty
Reminders
Reporting & Statistics
Task Management
Third-Party Integrations

Agency Matrix Integrations

Comm-unity

Jive

Vonage Business Communications

Nextiva

Microsoft Outlook

TurboRater

See all 7 integrations

Agency Matrix User Reviews

Overall Rating

3.7

Ratings Breakdown

38%

28%

13%

11%

Secondary Ratings

Ease of Use

3.6

Value for money

3.7

Customer support

3.4

Functionality

3.4

Chris C.

Verified reviewer

Insurance

Self-Employed

Used daily for less than 12 months

Review source

Reviewed April 2023

Not a good agency management program

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.

Ratings Breakdown

Ease of use

Previously 4

Value for money

Previously 3

Customer support

Previously 4

Functionality

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.

Amy O.

Verified reviewer

Insurance

2-10 employees

Used daily for more than 2 years

Review source

Reviewed June 2020

Great for new agency with a smaller budget.

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Reasons for choosing Agency Matrix

As mentioned above: Budget friendly, great customer services.

Vendor Response

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.

Replied July 2020

Christian D.

Verified reviewer

Insurance

11-50 employees

Used daily for less than 2 years

Review source

Reviewed April 2023

Agency Matrix is a joke

Convoluted waste of my time

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Reasons for switching to Agency Matrix

Quomation was absolutely useless and had no valuable features worth paying for but Agency matrix is so complicated and poorly set up I would almost rather useless and simple over useless and complicated.

Jeff R.

Verified reviewer

Insurance

2-10 employees

Used daily for less than 2 years

Review source

Reviewed May 2020

Good Reliable System

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

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Reasons 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.

Vendor Response

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.

Replied July 2020

Chad S.

Verified reviewer

Insurance

2-10 employees

Used daily for less than 6 months

Review source

Reviewed June 2019

Great Value and Solid Features

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

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Reasons 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.

Reasons for switching to Agency Matrix

Cost and communication

Vendor Response

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!

Replied June 2019

Bobby T.

Verified reviewer

Insurance

11-50 employees

Used daily for more than 2 years

Review source

Reviewed May 2020

Good

Need more training. Need webinars and conferences.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Reasons for choosing Agency Matrix

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

Vendor Response

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.

Replied June 2020

Isaac R.

Verified reviewer

Insurance

11-50 employees

Used daily for less than 2 years

Review source

Reviewed June 2019

Worst Customer Service Experience

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!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Reasons for choosing Agency Matrix

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

Reasons for switching to Agency Matrix

Looking for a more robust solution to our Agency's needs

GARY D.

Verified reviewer

Insurance

2-10 employees

Used daily for more than 2 years

Review source

Reviewed June 2020

AGENCY MATRIX FOR COMMERCIAL

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.

Ratings Breakdown

Ease of use

Functionality

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.

Vendor Response

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.

Replied July 2020

Verified

Reviewer

Insurance

2-10 employees

Used daily for more than 2 years

Review source

Reviewed August 2023

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

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

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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)

Mark V.

Verified reviewer

Insurance

2-10 employees

Used daily for less than 6 months

Review source

Reviewed November 2023

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

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Showing 1 - 10 of 104 Reviews

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