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OverviewReviews
Alternatives
Agency Matrix

Best 15 Agency Matrix Alternatives

Agency Matrix

Agency Matrix

3.7
(104)

Pricing: Available upon request

Free trial
Free version
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Preview of Top Agency Matrix Alternatives

Main Product
Agency Matrix

Agency Matrix

3.7
(104)

Ratings Breakdown

  • 3.66Ease of use
  • 3.73Value for money
  • 3.40Customer support
  • 3.41Functionality

Pricing

Available upon request

Get Price
Top Alternative
Macaw

Macaw

3.6
(22)

Ratings Breakdown

  • 3.23Ease of use
  • 3.60Value for money
  • 3.57Customer support
  • 3.18Functionality

Pricing

Available upon request

Get Price
Top Alternative
Jenesis Software

Jenesis Software

4.7
(283)

Ratings Breakdown

  • 4.73Ease of use
  • 4.74Value for money
  • 4.88Customer support
  • 4.62Functionality

Pricing

Starting at $50.00 per month

Get Price
Top Alternative
EZLynx

EZLynx

3.7
(72)

Ratings Breakdown

  • 3.63Ease of use
  • 3.33Value for money
  • 3.29Customer support
  • 3.31Functionality

Pricing

Available upon request

Get Price
Top Alternative
Applied Epic

Applied Epic

4.2
(141)

Ratings Breakdown

  • 3.86Ease of use
  • 3.74Value for money
  • 4.21Customer support
  • 4.06Functionality

Pricing

Starting at $1000.00 one time

Get Price
Top Alternative
ePayPolicy

ePayPolicy

4.9
(247)

Ratings Breakdown

  • 4.91Ease of use
  • 4.78Value for money
  • 4.83Customer support
  • 4.78Functionality

Pricing

Starting at $25.00 per month

Get Price

Agency Matrix Alternatives

Macaw

Macaw

3.6
(22)

Pricing: Available upon request

Free trial
Free version

Features Comparison

71%

Unique Features for Macaw

  • Activity Tracking
  • Audit Trail
  • Billing & Invoicing
See All

29%

Shared Features with Agency Matrix

  • Contact Management
  • Document Management
  • Insurance Policy Management
See All

Integrations Comparison

100%

Unique Integrations for Macaw

  • Act-On
  • Docmosis
  • Docusign
See All

0%

Shared Integrations with Agency Matrix

  • No shared integrations
See Macaw Screenshots
Jenesis Software

Jenesis Software

4.7
(283)

Starting Price: $50.00 per month

Free trial
Free version

Features Comparison

84%

Unique Features for Jenesis Software

  • Access Controls/Permissions
  • Activity Tracking
  • Alerts/Notifications
See All

16%

Shared Features with Agency Matrix

  • Activity Dashboard
  • Contact Management
  • Document Management
See All

Integrations Comparison

82%

Unique Integrations for Jenesis Software

  • Docusign
  • Formstack Sign
  • Gmail
See All

18%

Shared Integrations with Agency Matrix

  • Microsoft Outlook
  • TurboRater
See Jenesis Software Screenshots
EZLynx

EZLynx

3.7
(72)

Pricing: Available upon request

Free trial
Free version

Features Comparison

85%

Unique Features for EZLynx

  • Alerts/Notifications
  • API
  • Automated Quoting
See All

15%

Shared Features with Agency Matrix

  • Activity Dashboard
  • Document Management
  • Insurance Policy Management

Integrations Comparison

67%

Unique Integrations for EZLynx

  • Gmail
  • Velocify

33%

Shared Integrations with Agency Matrix

  • Microsoft Outlook
See EZLynx Screenshots
Applied Epic

Applied Epic

4.2
(141)

Starting Price: $1000.00 one time

Free trial
Free version

Features Comparison

58%

Unique Features for Applied Epic

  • Claims Management
  • Commission Management
  • Customizable Reports
See All

42%

Shared Features with Agency Matrix

  • Activity Dashboard
  • Contact Management
  • Document Management
See All

Integrations Comparison

50%

Unique Integrations for Applied Epic

  • Clarity Wave

50%

Shared Integrations with Agency Matrix

  • Microsoft Outlook
See Applied Epic Screenshots
ePayPolicy

ePayPolicy

4.9
(247)

Starting Price: $25.00 per month

Free trial
Free version

Features Comparison

90%

Unique Features for ePayPolicy

  • Access Controls/Permissions
  • ACH Payment Processing
  • Activity Tracking
See All

10%

Shared Features with Agency Matrix

  • Activity Dashboard
  • Contact Management
  • Insurance Policy Management
See All

Integrations Comparison

100%

Unique Integrations for ePayPolicy

  • Applied CSR24
  • BindHQ
  • HawkSoft CMS
See All

0%

Shared Integrations with Agency Matrix

  • No shared integrations
See ePayPolicy Screenshots
pVerify

pVerify

4.3
(41)

Starting Price: $50.00 per month

Free trial
Free version

Features Comparison

100%

Unique Features for pVerify

  • API
  • Claims Management
  • Claims Scrubbing
See All

0%

Shared Features with Agency Matrix

  • No shared features

Integrations Comparison

100%

Unique Integrations for pVerify

  • AdvancedMD Billing Services
  • AdvancedMD EHR
  • AdvancedMD for Mental Health
See All

0%

Shared Integrations with Agency Matrix

  • No shared integrations
See pVerify Screenshots
HawkSoft CMS

HawkSoft CMS

4.5
(64)

Starting Price: $250.00 per month

Free trial
Free version

Features Comparison

67%

Unique Features for HawkSoft CMS

  • Claims Management
  • Commission Management
  • Insurance Rating
See All

33%

Shared Features with Agency Matrix

  • Contact Management
  • Document Management
  • Insurance Policy Management

Integrations Comparison

0%

Unique Integrations for HawkSoft CMS

  • No unique integrations

0%

Shared Integrations with Agency Matrix

  • No shared integrations
See HawkSoft CMS Screenshots
Anagram

Anagram

4.7
(56)

Starting Price: $27.00 per month

Free trial
Free version

Features Comparison

94%

Unique Features for Anagram

  • API
  • Claims Management
  • Claims Tracking
See All

6%

Shared Features with Agency Matrix

  • Activity Dashboard

Integrations Comparison

0%

Unique Integrations for Anagram

  • No unique integrations

0%

Shared Integrations with Agency Matrix

  • No shared integrations
See Anagram Screenshots
NowCerts

NowCerts

4.8
(150)

Starting Price: $99.00 per month

Free trial
Free version

Features Comparison

75%

Unique Features for NowCerts

  • Activity Tracking
  • API
  • Billing & Invoicing
See All

25%

Shared Features with Agency Matrix

  • Contact Management
  • Document Management
  • Document Storage
See All

Integrations Comparison

90%

Unique Integrations for NowCerts

  • airSlate SignNow
  • Automate365
  • Gmail
See All

10%

Shared Integrations with Agency Matrix

  • TurboRater
See NowCerts Screenshots
Health Cloud

Health Cloud

4.5
(13)

Starting Price: $350.00 per month

Free trial
Free version

Features Comparison

93%

Unique Features for Health Cloud

  • Activity Tracking
  • Alerts/Notifications
  • API
See All

7%

Shared Features with Agency Matrix

  • Document Management
  • Reporting & Statistics

Integrations Comparison

100%

Unique Integrations for Health Cloud

  • Tableau

0%

Shared Integrations with Agency Matrix

  • No shared integrations
See Health Cloud Screenshots
Vertafore Agency Platform

Vertafore Agency Platform

3.4
(15)

Starting Price: $1000.00 per month

Free trial
Free version

Features Comparison

67%

Unique Features for Vertafore Agency Platform

  • Insurance Rating
  • Quotes/Estimates

33%

Shared Features with Agency Matrix

  • Insurance Policy Management

Integrations Comparison

0%

Unique Integrations for Vertafore Agency Platform

  • No unique integrations

0%

Shared Integrations with Agency Matrix

  • No shared integrations
See Vertafore Agency Platform Screenshots
A1 Tracker

A1 Tracker

4.9
(79)

Starting Price: $200.00 per month

Free trial
Free version

Features Comparison

88%

Unique Features for A1 Tracker

  • Access Controls/Permissions
  • Activity Tracking
  • Alerts/Notifications
See All

12%

Shared Features with Agency Matrix

  • Activity Dashboard
  • Document Management
  • Forms Management
See All

Integrations Comparison

100%

Unique Integrations for A1 Tracker

  • Duo Security
  • Microsoft Entra ID
  • SAP Business One
See All

0%

Shared Integrations with Agency Matrix

  • No shared integrations
See A1 Tracker Screenshots
KVV

KVV

4.8
(12)

Starting Price: 46.00 per month

Free trial
Free version

Features Comparison

67%

Unique Features for KVV

  • Activity Tracking
  • Alerts/Notifications
  • Claims Management
See All

33%

Shared Features with Agency Matrix

  • Contact Management
  • Document Management
  • Document Storage
See All

Integrations Comparison

0%

Unique Integrations for KVV

  • No unique integrations

0%

Shared Integrations with Agency Matrix

  • No shared integrations
See KVV Screenshots
AGENCYMATE

AGENCYMATE

4.7
(3)

Starting Price: $99.00 per month

Free trial
Free version

Features Comparison

50%

Unique Features for AGENCYMATE

  • Activity Tracking
  • Audit Trail
  • Commission Management
See All

50%

Shared Features with Agency Matrix

  • Activity Dashboard
  • Contact Management
  • Document Management
See All

Integrations Comparison

100%

Unique Integrations for AGENCYMATE

  • Dropbox Sign
  • Pendo
  • Quicken

0%

Shared Integrations with Agency Matrix

  • No shared integrations
See AGENCYMATE Screenshots
Sembley

Sembley

5.0
(21)

Starting Price: $49.00 per month

Free trial
Free version

Features Comparison

70%

Unique Features for Sembley

  • Activity Tracking
  • Broker/Agent Portal
  • Claims Management
See All

30%

Shared Features with Agency Matrix

  • Activity Dashboard
  • Contact Management
  • Document Management
See All

Integrations Comparison

100%

Unique Integrations for Sembley

  • AgencyZoom
  • EZLynx
  • HawkSoft CMS
See All

0%

Shared Integrations with Agency Matrix

  • No shared integrations
See Sembley Screenshots
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