Agency Matrix Alternatives

Agency Matrix

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How are these alternatives similar to Agency Matrix?

The alternatives suggested are similar to Agency Matrix in terms of common software categories, shared features and the number of verified user reviews. Explore the following Agency Matrix alternatives to see if there are any Agency Matrix competitors that you should also consider in your software research.


What are the top 5 alternatives to Agency Matrix?


Top 20 alternatives

Jenesis Software

Insurance agency management solution

Overview

Jenesis Software is an insurance agency management solution that helps independent agencies reach out to potential prospects, manage clients, and improve relationships with policyholders. Key features include document management, cancellation tracking, renewal management, and marketing automation. Read more about Jenesis Software

Business size

S M L

Starting from:

Not provided by vendor

  • Free Version
  • Free Trial
Value for Money 4.7 1.0

Exotel

Full-stack customer engagement platform-CPaaS, CCaaS,Chat AI

Overview

Exotel is the emerging market's full-stack customer engagement platform that offers a communication API framework to build your conversational portfolio, an omnichannel contact center and a conversational AI toolkit to improve speed, quality and outcomes of customer conversations. Read more about Exotel

Business size

S M L

Starting from: US$200.00
  • Free Version
  • Free Trial
Value for Money 4.2 0.5

Applied Epic

Your Indispensable Technology Partner.

Overview

Applied Epic is a cloud-based insurance business management solution that helps agencies manage customer relationships, sales opportunities, accounting, benefits administration, and more. Key features include process management, document storage, messaging, electronic signature, and reporting. Read more about Applied Epic

Business size

S M L

Starting from: US$1,000.00
  • Free Version
  • Free Trial
Value for Money 3.8 0.1

Agency Advantage

Insurance agency software with comparative rating

Overview

Agency Advantage is a web-based software designed to help insurance agencies create marketing campaigns, collect and save data using ACORD forms, and streamline communication with clients. It lets teams send text messages to individual clients and manage their trust accounts. Read more about Agency Advantage

Business size

S M L

Starting from: US$99.00
  • Free Version
  • Free Trial
Value for Money 5.0 1.3

EZlytix

Business intelligence software for law firms and SMBs

Overview

EZlytix is a business intelligence (BI) software designed to help law firms and small to midsize businesses (SMBs) in the retail, distribution, manufacturing, and supply-chain industries monitor processes through data collection, visualization, and integration capabilities. Read more about EZlytix

Business size

S M L

Starting from: US$189.00
  • Free Version
  • Free Trial
Value for Money 4.8 1.1

HawkSoft CMS

Insurance agency management.

Overview

HawkSoft is an insurance agency management system that offers a comprehensive suite of tools such as client relationship management, claim tracking and auditing, policy management and more. Read more about HawkSoft CMS

Business size

S M L

Starting from: US$250.00
  • Free Version
  • Free Trial
Value for Money 4.3 0.6

Zywave Agency Management

Customer relationship management solution

Overview

Zywave Agency Management is a customer relationship management solution that helps businesses manage contacts, workflows, assets, files, RFPs, and other information on a centralized platform. It allows staff members to utilize the opportunity management module to monitor sales activities, create custom opportunity stages, track sales credit, and... Read more about Zywave Agency Management

Business size

S M L

Starting from: US$1,000.00
  • Free Version
  • Free Trial
Value for Money 2.0 1.7

Vertafore AMS360

Agency management software for insurance businesses

Overview

AMS360 is an agency management software, which helps independent insurance agencies, brokers and businesses of all sizes manage policies, renewals, customer retention, employee productivity, and more. Users can create custom workflows to assign tasks, track progress, and streamline staff activities. Read more about Vertafore AMS360

Business size

S M L

Starting from:

Not provided by vendor

  • Free Version
  • Free Trial
Value for Money 3.2 0.5

EZLynx

Your most productive employee.

Overview

With EZLynx®’s software for new and growing insurance agencies, we provide your business with an all-in-one platform that integrates your comparative rater, agency management system, reporting, customer portal, and more to make managing your policies easier. Read more about EZLynx

Business size

S M L

Starting from:

Not provided by vendor

  • Free Version
  • Free Trial
Value for Money 3.2 0.5

JobBOSS²

JobBOSS2 promotes the profitability of scaling job shops.

Overview

JobBOSS², formerly known as E2 Shop, helps job shops, make-to-order manufacturers, and contract manufacturers, improve profitability and manage their supply chain. By integrating people, processes, and technology, our quote-to-cash solution reduces bottlenecks while improving shop floor throughput. Read more about JobBOSS²

Business size

S M L

Starting from:

Not provided by vendor

  • Free Version
  • Free Trial
Value for Money 4.1 0.4

Maintenance Connection

Multi-site, multi-industry CMMS/EAM software

Overview

Accruent's Maintenance Connection is a scalable, multi-site CMMS/EAM that helps businesses avoid asset failure and downtime. Our web-based solution offers comprehensive work order management, preventive maintenance scheduling, and inventory management for businesses in a variety of industries. Read more about Maintenance Connection

Business size

S M L

Starting from: US$110.00
  • Free Version
  • Free Trial
Value for Money 4.3 0.6

ECLIPSE

Chiropractor practice management software

Overview

ECLIPSE is a practice management solution for chiropractors that handles patient scheduling, billing, appointment reminders, claims processing, and more. The appointment reminders can originate from multiple sources such as emails, SMS messages, and scheduled reminders. Read more about ECLIPSE

Business size

S M L

Starting from:

Not provided by vendor

  • Free Version
  • Free Trial
Value for Money 4.6 0.9

Shape

Cloud-based CRM, sales & marketing automation software

Overview

Shape is a cloud-based CRM, sales, & marketing automation software for businesses in industries such as legal, real estate, mortgage, finance, & education. Shape offers tools to manage & automate online marketing & promotions, capture and service leads from online sources, & more Read more about Shape

Business size

S M L

Starting from: US$119.00
  • Free Version
  • Free Trial
Value for Money 4.7 1.0

Bitrix24

100% free CRM, collaboration, and communication tool suite

Overview

Bitrix24 is a free cloud and open source collaboration platform providing CRM, document management, tasking, time management, and project management tools. Over 12 million companies rely on Bitrix24 in 186 countries. Read more about Bitrix24

Business size

S M L

Starting from: US$61.00
Pricing plans
Value for Money 4.2 0.5 View Pricing Plans

Applied CSR24

Cloud-based customer self-service portal

Overview

Applied CSR24 is a cloud-based customer service software designed to help businesses provide a self-service portal to customers to deliver insurance information, online bill pay, documents, and messages on mobile devices. It lets teams alter documents according to the needs of the clients. Read more about Applied CSR24

Business size

S M L

Starting from:

Not provided by vendor

  • Free Version
  • Free Trial
Value for Money 4 0.3

Kakbima

Everything insurance

Overview

An insurance management and distribution platform that removes the barriers to flexible products development and distribution channels helping more new businesses get started, expedite growth for existing companies, and increases global consumer coverage. Read more about Kakbima

Business size

S M L

Starting from: US$2.00
  • Free Version
  • Free Trial
Value for Money 0 3.7

segElevia

Cloud-based ERP software for brokerage management.

Overview

segElevia is an ERP in the cloud that offers a brokerage management model based on customer communication, business intelligence, handling of large volumes of information through load automation tools, and all the functionalities of the insurance business. Read more about segElevia

Business size

S M L

Starting from:

Not provided by vendor

  • Free Version
  • Free Trial
Value for Money 0 3.7

FileTrac Evolve

Claims management system & adjusting software

Overview

FileTrac Evolve is a cloud-based claims management system for independent adjusters of all sizes, from small businesses to large, multi-branch companies Read more about FileTrac Evolve

Business size

S M L

Starting from: US$150.00
  • Free Version
  • Free Trial
Value for Money 4.9 1.2

Oracle Insurance

Insurance policy and HIPAA compliance management software

Overview

Oracle Insurance is an insurance policy and HIPAA compliance management software that helps businesses manage claims adjudication, policy processing, member enrollment, and more from within a unified platform. It allows staff members to utilize a rules-based policy administration tool to configure group insurance products, set up life insurance... Read more about Oracle Insurance

Business size

S M L

Starting from:

Not provided by vendor

  • Free Version
  • Free Trial
Value for Money 0 3.7

NowCerts

Agency management system for insurance agents

Overview

NowCerts is an insurance agency management system (AMS) designed to optimize workflows and improve business results. The AMS software is used by independent insurance agents, independent P&C agents, captive agents, and CSRs. Read more about NowCerts

Business size

S M L

Starting from: US$99.00
  • Free Version
  • Free Trial
Value for Money 4.9 1.2

Quick view of Agency Matrix

Business size

S M L

Pricing starting from:

US$69.00

  • Free Version
  • Free Trial

Value for Money

3.7

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