--- title: "Agency Matrix Software Reviews, Demo & Pricing - 2026" description: "Review of Agency Matrix Software: system overview, features, price and cost information. Get free demos and compare to similar programs." source_url: "https://www.softwareadvice.com/insurance/agency-matrix-profile/" page_type: "product" language: "en" --- [Home](https://www.softwareadvice.com/) / [Insurance Software](https://www.softwareadvice.com/insurance/) / Agency Matrix Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview [Reviews](https://www.softwareadvice.com/insurance/agency-matrix-profile/reviews/)[Alternatives](https://www.softwareadvice.com/insurance/agency-matrix-profile/alternatives/) # Agency Matrix Review Custom quote 1 plan Wondering if Agency Matrix is right for your organization? Our Insurance Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews - Popular Comparisons ## Overview Agency Matrix 3.7 [(103)](https://www.softwareadvice.com/insurance/agency-matrix-profile/reviews/) 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. Do you work for Agency Matrix? [Manage this product listing](https://www.g2.com/products/zywave-agency-matrix/claim_requests/new?auto=true) 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 Main Product Agency Matrix 3.7 [(103)](https://www.softwareadvice.com/insurance/agency-matrix-profile/reviews/) Ratings Breakdown - 3.66Ease of use - 3.73Value for money - 3.39Customer support - 3.42Functionality Pricing Available upon request Get Price Alternative Product [ePayPolicy](https://www.softwareadvice.com/insurance/epaypolicy-profile/) 4.9 [(258)](https://www.softwareadvice.com/insurance/epaypolicy-profile/reviews/) Ratings Breakdown - 4.90Ease of use - 4.77Value for money - 4.83Customer support - 4.77Functionality Pricing Starting at $25.00 per month Get Price Alternative Product [Jenesis Software](https://www.softwareadvice.com/insurance/jenesis-agency-management-profile/) 4.7 [(284)](https://www.softwareadvice.com/insurance/jenesis-agency-management-profile/reviews/) Ratings Breakdown - 4.74Ease of use - 4.74Value for money - 4.88Customer support - 4.62Functionality Pricing Starting at $50.00 per month Get Price Alternative Product [Applied Epic](https://www.softwareadvice.com/insurance/applied-epic-profile/) 4.2 [(142)](https://www.softwareadvice.com/insurance/applied-epic-profile/reviews/) Ratings Breakdown - 3.85Ease of use - 3.74Value for money - 4.21Customer support - 4.07Functionality Pricing Starting at $1000.00 one time Get Price Alternative Product [EZLynx](https://www.softwareadvice.com/insurance/ezlynx-profile/) 3.7 [(75)](https://www.softwareadvice.com/insurance/ezlynx-profile/reviews/) Ratings Breakdown - 3.68Ease of use - 3.39Value for money - 3.34Customer support - 3.37Functionality Pricing Available upon request Get Price Alternative Product [HawkSoft CMS](https://www.softwareadvice.com/insurance/hawksoft-profile/) 4.5 [(64)](https://www.softwareadvice.com/insurance/hawksoft-profile/reviews/) Ratings Breakdown - 4.34Ease of use - 4.29Value for money - 4.64Customer support - 4.32Functionality Pricing Starting at $250.00 per month Get Price ## 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 Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## 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 Jive Integration rated undefined from -1 review Vonage Business Communications Integration rated undefined from -1 review Nextiva Integration rated undefined from -1 review Microsoft Outlook Integration rated undefined from -1 review TurboRater Integration rated undefined from -1 review Fiserv Integration rated undefined from -1 review ## Agency Matrix User Reviews ## Agency Matrix customer ratings - Overall rating: 3.7/5 - Total reviews: 103 ### Rating distribution - 5 stars: 39 reviews (38%) - 4 stars: 29 reviews (28%) - 3 stars: 14 reviews (14%) - 2 stars: 11 reviews (11%) - 1 star: 10 reviews (10%) ### Secondary ratings - Ease of use: 3.7/5 - Value for money: 3.7/5 - Customer support: 3.4/5 - Functionality: 3.4/5 --- ### Went from Cheap and Decent to expensive and worse! - Overall rating: 2/5 - Reviewer: Nate T. - Verified reviewer: Yes - Industry: Insurance - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: May 2026 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. horrible.. was great in 2017 when private. New company lacks clearly defined goals and service has gone downhill #### Ratings breakdown - Ease of use: 3/5 - Value for money: 1/5 - Customer support: 1/5 - Functionality: 2/5 #### Pros It was cheap.. now they keep raising cost but quality somehow is worse. too much downtime and broken links to acords #### Cons availability to speak to a human is not there. When you speak to anyone they talk about the companies other products. No real plans to fix issues it seams #### Reasons for choosing Agency Matrix WE skipped Vertafors offering due to the rediculous price tags #### Reasons for switching to Agency Matrix needed more features and the older system was not keeping up with the new technology. We will likely go back to that --- ### Good Reliable System - Overall rating: 4/5 - Reviewer: Jeff R. - Verified reviewer: Yes - Industry: Insurance - Company size: 2-10 employees - Product usage: Used daily for less than 2 years - Reviewed: May 2020 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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: 4/5 - Value for money: 5/5 - Customer support: 4/5 - Functionality: 4/5 #### 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 --- ### Not a good agency management program - Overall rating: 2/5 - Reviewer: Chris C. - Verified reviewer: Yes - Industry: Insurance - Company size: Self-Employed - Product usage: Used daily for less than 12 months - Reviewed: April 2023 - Review source details: This review was submitted organically. No incentive was offered 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: 1/5 - Value for money: 2/5 - Customer support: 1/5 - Functionality: 2/5 #### 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. --- ### Great Value and Solid Features - Overall rating: 4/5 - Reviewer: Chad S. - Verified reviewer: Yes - Industry: Insurance - Company size: 2-10 employees - Product usage: Used daily for less than 6 months - Reviewed: June 2019 - Review source details: This review was submitted organically. No incentive was offered Overall I have been pleased and enjoy how quickly I can access items and information. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### 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 --- ### AGENCY MATRIX FOR COMMERCIAL - Overall rating: 4/5 - Reviewer: GARY D. - Verified reviewer: Yes - Industry: Insurance - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: June 2020 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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: 3/5 - Functionality: 2/5 #### 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 --- ### Good - Overall rating: 3/5 - Reviewer: Bobby T. - Verified reviewer: Yes - Industry: Insurance - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: May 2020 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Need more training. Need webinars and conferences. #### Ratings breakdown - Ease of use: 3/5 - Value for money: 5/5 - Customer support: 1/5 - Functionality: 2/5 #### 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 --- ### Worst Customer Service Experience - Overall rating: 2/5 - Reviewer: Isaac R. - Verified reviewer: Yes - Industry: Insurance - Company size: 11-50 employees - Product usage: Used daily for less than 2 years - Reviewed: June 2019 - Review source details: This review was submitted organically. No incentive was offered 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: 3/5 - Value for money: 1/5 - Customer support: 1/5 - Functionality: 3/5 #### 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 --- ### Works good, but still needs work - Overall rating: 4/5 - Reviewer: Martin G. - Verified reviewer: Yes - Industry: Insurance - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: June 2020 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 4/5 - Functionality: 4/5 #### 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. #### Reasons 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. #### Vendor response 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. Replied July 2020 --- ### Best practices, Reports & Videos. - Overall rating: 3/5 - Reviewer: ANTONIO O. - Verified reviewer: Yes - Industry: Insurance - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: June 2020 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 3/5 - Customer support: 3/5 - Functionality: 3/5 #### 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. #### Vendor response 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. Replied July 2020 --- ### Super Un-user friendly - poor support really zero support - - Overall rating: 2/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Insurance - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: August 2023 - Review source details: This review was submitted organically. No incentive was offered 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: 1/5 - Value for money: 2/5 - Customer support: 1/5 - Functionality: 1/5 #### 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) --- Showing 1 - 10 of 103 Reviews [See All Reviews](https://www.softwareadvice.com/insurance/agency-matrix-profile/reviews/) ## Agency Matrix Popular Comparisons [ePayPolicy vs Agency Matrix](https://www.softwareadvice.com/insurance/agency-matrix-profile/vs/epaypolicy/)[Jenesis Software vs Agency Matrix](https://www.softwareadvice.com/insurance/agency-matrix-profile/vs/jenesis-agency-management/)[Applied Epic vs Agency Matrix](https://www.softwareadvice.com/insurance/agency-matrix-profile/vs/applied-epic/)[EZLynx vs Agency Matrix](https://www.softwareadvice.com/insurance/agency-matrix-profile/vs/ezlynx/)[NowCerts vs Agency Matrix](https://www.softwareadvice.com/insurance/agency-matrix-profile/vs/nowcerts/) [Compare All Alternatives](https://www.softwareadvice.com/insurance/agency-matrix-profile/alternatives/) ## Other Top Recommended Insurance Software [Jenesis Software](https://www.softwareadvice.com/insurance/jenesis-agency-management-profile/) **4.7** (284) Recently recommended **3** times [Applied Epic](https://www.softwareadvice.com/insurance/applied-epic-profile/) **4.2** (142) Recently recommended **1** times [EZLynx](https://www.softwareadvice.com/insurance/ezlynx-profile/) **3.7** (75) Recently recommended **1** times [Macaw](https://www.softwareadvice.com/product/266247-Macaw/) **3.6** (22) Recently recommended **1** times Stuck Between Options? 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