Agency Matrix

Agency Management & Automation Solution

3,8 /5 (91 reviews) Write a Review!

Agency Matrix Overview

What is Agency Matrix?

Agency Matrix's solution provides easy-to-use automation and a user-friendly interface to eliminate much of the burdensome processes associated with your business. Every client, every policy, every form, every endorsement, payment, image, and report you could ever need or want is just a click away.

Agency Matrix has all the tools you need to stay organized, paperless and in tune with your business.

Home Page
Customize with your agency logo
Write office notes to staff
Staff time in feature
Locate the nearest office for your clients

Customer Detail
Easy access to customers
Automated address correction
Print customer letters in seconds
Unlimited photo & document upload
Quick link to insurance company

Agency Matrix Overview

Pricing

Starting from
US$69,00/month

Pricing options

Free Trial
Subscription
Value for money

$69/per month/per office
No long-term contract
Pay per office, NOT per user
Low setup fees
100% web-based!
Multi-office discounts available


Agency Matrix Features

Devices
Business size
S M L
Markets
United States, Canada, Mexico
Supported Languages
English

Media

Agency Matrix video Agency Matrix screenshot:

Agency Matrix Reviews

Agency Matrix Reviews

Overall rating
3,8
/
5
Excellent
37

Very good
27

Average
10

Poor
7

Terrible
10

Value for Money
3,9
Features
3,5
Ease of Use
3,8
Customer Support
3,5
70% recommended this app
Mark S.

Current user

It is better than what we had but not as good as what I had hoped for


Annette B.

Good Value

When I started my agency , I had experience with several different agency management systems, most were out of my price range as a new startup. I researched several and found Agency Matrix on line. The functions and price fit my needs very well. I have been using them for almost 7 yrs and I am very pleased.
I have recommended this system to many of my fellow agents and most have signed up.


Greg T.

The importance of good communication

Many of the features in Matrix do not fully function, DocMatrix is one we have been trying to get working for 6 months now with no timetable for completion. Our website lead generator is a project we have been working on for 15 months and may be completed soon. These are functionalities that were presented to us by the Matrix team and then it just disappears off thier calendars.


Roberta H.

Best Agency Management we have used!!

Having Agency Matrix as our agency management system for over 5 years has helped us manage things with ease. Out of all the software systems we have used prior to Agency Matrix, this is by far the easiest to use, best value, and the customer service if there is any issue, is always on top of things and resolutions are swift.


Chad S.

Great Value and Solid Features

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


Mark S.
Industry: Insurance
Company size: 2-10 Employees

Current user

Used Daily for 1+ year
Reviewed on 2020/06/02
Review Source: Capterra

It is better than what we had but not as good as what I had hoped for

Pros

The overall system is fairly easy to use. There are some functions that are user friendly. You would hope that the systems would work much like the usual systems business people are used to in daily business.

Cons

The fact that the email and custom letter features are not compatible with usual business systems like Outlook or Word makes it difficult. A great deal of repetitive entry. Drop down boxes that do not relate to what you would think multiple entries to get to the system to work.

Response from ITC

Hi Mark,

Thank you for your review. Your feedback is very important to us.

Your feedback about compatibility issues have been passed along to our product team. We would love the opportunity to help resolve any issues you may be having. Would you like a technical support representative to reach out?

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 8.0/10

Annette B.
Industry: Insurance
Company size: 2-10 Employees

Good Value

Used Daily for 2+ years
Reviewed on 2020/06/05
Review Source: Capterra

When I started my agency , I had experience with several different agency management systems, most were out of my price range as a new startup. I researched several and found Agency Matrix on line. The functions and price fit my needs very well. I have been using them for almost 7 yrs and I am very pleased.
I have recommended this system to many of my fellow agents and most have signed up.

Pros

Easy to use platform, Cloud storage and backup, can access from multiple devises and locations.

Cons

I have to add products and companies for each carrier. would be nice if I only had to enter a company and products once and be able to add to different carriers /mgas.

Response from ITC

Hi Annette,

Thank you for your review.. Your feedback is very important to us.

Your concerns have been passed on to our product team. Are there any additional questions or concerns that you might have? If so, we would love the opportunity to address them as soon as possible. Would you like a customer support representative to reach out to you?

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Greg T.
Industry: Insurance
Company size: 11-50 Employees

The importance of good communication

Used Daily for 2+ years
Reviewed on 2020/05/28
Review Source: Capterra

Many of the features in Matrix do not fully function, DocMatrix is one we have been trying to get working for 6 months now with no timetable for completion. Our website lead generator is a project we have been working on for 15 months and may be completed soon. These are functionalities that were presented to us by the Matrix team and then it just disappears off thier calendars.

Pros

I have been using the system for over 5 years and like the compared to other systems out in the market. The videos in most cases allow you to setup your agency in a long weekend and minor tweaks afterwards to fully take advantage of the system.

Cons

Most companies fail because of a lack of good communication. Matrix has made a habit of making changes without letting the end user know what they are changing and how it will affect this business until it has already happened. Yesterday was a perfect example, the intergration with 1 or 2 finance companies completly disabled all 2700 of my financed accounts from taking payments. We were told by 3 people they would call back before the end of the day, that did not happen. We found a work around but it had a major inpact on our agency with no notice.

Response from ITC

Hi Greg,

Thank you for your review of Agency Matrix. Your feedback is very important to us.

We understand that it can be frustrating when a change in a platform can affect your day-to-day operations. We apologize for the inconvenience.

Can we be of any further assistance? If so, please let us know.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 5.0/10

Roberta H.
Industry: Insurance
Company size: 2-10 Employees

Best Agency Management we have used!!

Used Daily for 2+ years
Reviewed on 2020/06/02
Review Source: Capterra

Having Agency Matrix as our agency management system for over 5 years has helped us manage things with ease. Out of all the software systems we have used prior to Agency Matrix, this is by far the easiest to use, best value, and the customer service if there is any issue, is always on top of things and resolutions are swift.

Pros

The ease of use and multiple options available for agency management are awesome.

Cons

So far, we love all the aspects of the software.

Response from ITC

Hi Roberta,

Thank you for your review! We appreciate your feedback. We are pleased that you are happy with Agency Matrix! Please let us know if we can do anything to help!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Chad S.
Industry: Insurance
Company size: 2-10 Employees

Great Value and Solid Features

Used Daily for 1-5 months
Reviewed on 2019/06/13
Review Source: Capterra

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

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.

Response from Agency Matrix

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!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

User recommendation
7,6/10
Based on 91 user ratings
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Agency Matrix Pricing

Agency Matrix Pricing

Starting from
US$69,00/month
Free Trial
Subscription
Value for money

$69/per month/per office
No long-term contract
Pay per office, NOT per user
Low setup fees
100% web-based!
Multi-office discounts available

$69/per month/per office
No long-term contract
Pay per office, NOT per user
Low setup fees
100% web-based!
Multi-office discounts available

Value for Money
3,9/5
Based on 91 user ratings
Compare value for money rating with alternatives
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Agency Matrix Features

Agency Matrix Features

API
Accounting Integration
Activity Dashboard
Activity Tracking
Automatic Notifications
Billing & Invoicing
Calendar Management
Customer Database
Customizable Reporting
Data Import/Export
Document Management
Document Storage
Electronic Payments
Inventory Management
Inventory Tracking
Invoice Management
Reminders
Reporting & Statistics
Search Functionality
Third Party Integration
Features
3,5/5
Based on 91 user ratings
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Categories

Additional information for Agency Matrix

Additional information for Agency Matrix

Key features of Agency Matrix

  • 100% web based
  • ACORD forms
  • Automated address correction
  • Clock-In feature
  • Comprehensive reporting
  • Unlimited document and photo uploads

Benefits

Benefits of using Agency Matrix Management System

Streamline
Agency Matrix’s solution provides easy-to-use automation and a user-friendly interface to eliminate much of the burdensome processes associated with your business. Every client, every policy, every form, every endorsement, payment, image and report you could ever need or want is just a click away.

Marketing
Your agency and your brand are your identity. Agency Matrix provides design templates so you cay insert your agency logo and custom advertisement on every receipt you hand to a customer. Market a referral program to create new business, or market other services and coverages to compliment your existing business. It's never been this simple to do.

Knowledge
Smart business people never stop seeking knowledge. Each new grain of wisdom applied to your business is key to your future growth. You could spend thousands of dollars seeking out this knowledge from the worlds greatest business minds, but Agency Matrix brings them all to your desk top sharing some of the most valuable business skills training and insight you will ever receive.

Success
When it comes to success we know that there is nothing that can replace commitment and good old fashioned hard work. Agency Matrix’s goal is to eliminate the burdens associated with cumbersome administrative processes and give you the tools you need so that you may focus your attention on what is most important…servicing your customers and growing your business.

Agency Matrix FAQs

Agency Matrix FAQs

Below are some frequently asked questions for Agency Matrix.

Q. What type of pricing plans does Agency Matrix offer?

Agency Matrix offers the following pricing plans:

Starting from: US$69,00/month

Pricing model: Subscription

Free Trial: Not Available

$69/per month/per office No long-term contract Pay per office, NOT per user Low setup fees 100% web-based! Multi-office discounts available

Q. What are the main features of Agency Matrix?

Agency Matrix offers the following features:

  • 100% web based
  • ACORD forms
  • Automated address correction
  • Clock-In feature
  • Comprehensive reporting
  • Unlimited document and photo uploads

Q. Who are the typical users of Agency Matrix?

Agency Matrix has the following typical customers:

Small Business, Large Enterprises, Freelancers, Mid Size Business

Q. What languages does Agency Matrix support?

Agency Matrix supports the following languages:

English

Q. What type of pricing plans does Agency Matrix offer?

Agency Matrix has the following pricing plans:

Subscription

Q. Does Agency Matrix support mobile devices?

We do not have any information about what devices Agency Matrix supports

Q. What other apps does Agency Matrix integrate with?

Agency Matrix integrates with the following applications:

Comm-unity, Jive, Nextiva, Vonage Business

Q. What level of support does Agency Matrix offer?

Agency Matrix offers the following support options:

FAQs, Knowledge Base, Online Support, Phone Support, Video Tutorials