Agency Matrix Alternatives

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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
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
Pricing
Starting from:
Not provided by vendor
- Free Version
- Free Trial
Value for Money
4.7
1.0
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
Pricing
Starting from:
US$200.00
- Free Version
- Free Trial
Value for Money
4.2
0.5
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
Pricing
Starting from:
US$1,000.00
- Free Version
- Free Trial
Value for Money
3.8
0.1
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
Pricing
Starting from:
US$99.00
- Free Version
- Free Trial
Value for Money
5.0
1.3
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
Pricing
Starting from:
US$189.00
- Free Version
- Free Trial
Value for Money
4.8
1.1
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
Pricing
Starting from:
US$250.00
- Free Version
- Free Trial
Value for Money
4.3
0.6
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
Pricing
Starting from:
US$1,000.00
- Free Version
- Free Trial
Value for Money
2.0
1.7
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
Pricing
Starting from:
Not provided by vendor
- Free Version
- Free Trial
Value for Money
3.2
0.5
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
Pricing
Starting from:
Not provided by vendor
- Free Version
- Free Trial
Value for Money
3.2
0.5
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
Pricing
Starting from:
Not provided by vendor
- Free Version
- Free Trial
Value for Money
4.1
0.4
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
Pricing
Starting from:
US$110.00
- Free Version
- Free Trial
Value for Money
4.3
0.6
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
Pricing
Starting from:
Not provided by vendor
- Free Version
- Free Trial
Value for Money
4.6
0.9
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
Pricing
Starting from:
US$119.00
- Free Version
- Free Trial
Value for Money
4.7
1.0
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
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
Pricing
Starting from:
Not provided by vendor
- Free Version
- Free Trial
Value for Money
4
0.3
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
Pricing
Starting from:
US$2.00
- Free Version
- Free Trial
Value for Money
0
3.7
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
Pricing
Starting from:
Not provided by vendor
- Free Version
- Free Trial
Value for Money
0
3.7
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
Pricing
Starting from:
US$150.00
- Free Version
- Free Trial
Value for Money
4.9
1.2
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
Pricing
Starting from:
Not provided by vendor
- Free Version
- Free Trial
Value for Money
0
3.7
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
Pricing
Starting from:
US$99.00
- Free Version
- Free Trial
Value for Money
4.9
1.2
Related categories
Popular comparisons
- Agency Matrix Vs Jenesis Software
- Agency Matrix Vs Exotel
- Agency Matrix Vs Applied Epic
- Agency Matrix Vs Agency Advantage
- Agency Matrix Vs EZlytix
- Agency Matrix Vs HawkSoft CMS
- Agency Matrix Vs Zywave Agency Management
- Agency Matrix Vs Vertafore AMS360
- Agency Matrix Vs EZLynx
- Agency Matrix Vs JobBOSS²
- Agency Matrix Vs Maintenance Connection
- Agency Matrix Vs ECLIPSE