Agency Matrix
About 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
Key benefits of Agency Matrix
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.
Images
Not sure about Agency Matrix?
Compare with a popular alternative
Starting Price
Pricing Options
Features
Integrations
Ease of Use
Value for Money
Customer Service
Alternatives
Jenesis Software
Exotel
Applied Epic
Agency Advantage
Reviews
Already have Agency Matrix?
Software buyers need your help! Product reviews help the rest of us make great decisions.
- Industry: Insurance
- Company size: 2–10 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Works good, but still needs work
Reviewed on 2020/06/02
I think it's a great product, but is a work in progress. I can't imagine working without it, but...
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.
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.
Response from Zywave
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.
- Industry: Insurance
- Company size: 2–10 Employees
- Used Daily for 6-12 months
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 7.0 /10
Offers a lot of useful features
Reviewed on 2021/01/19
Overall my experience has been great with the system. It has taken a little time and practice to...
Overall my experience has been great with the system. It has taken a little time and practice to really get comfortable with the system but any time I've had to reach out to customer service with an issue, they have been very quick to assist and usually are able to resolve any issue I have.
Pros
This system offers a lot of great features to help with ease day to day tasks and offers a lot of great management and marketing functions. I like how you have the ability to integrate the system with other systems we use day to day to help eliminate extra work and making things more streamline. The email blasts are a great marketing features to use and helps with prospecting. I also like the ability to track and manage employee sales and commissions. I also really like the availability of training videos on the site.
Cons
It can be very complex with the set up of the system and really getting familiar with all of the features offered on the site and to really get the most out of what's offered.
Response from Zywave
Hi Brittany, Thank you for your review of Agency Matrix! Your feedback is very important to us. If you need any help with the system more training or other resources do not hesitate to reach out. We do offer a weekly live Q&A webinar so you can ask Agency Matrix trainers any question you might have about the system. You sign up for an upcoming webinar here: https://resources.getitc.com/agency-matrix-webinars/live-q-a. We would welcome the opportunity to address any additional questions or concerns you may have. Please let us know how we can be of assistance.
- Industry: Insurance
- Company size: 2–10 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 7.0 /10
Best practices, Reports & Videos.
Reviewed on 2020/06/02
Tool is useful, Training about its features or best practices should help its overall experience,...
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.
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.
Response from Zywave
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.
- Industry: Telecommunications
- Company size: 51–200 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 6.0 /10
Could use some help~
Reviewed on 2022/12/06
I feel they could make some upgrades that makes it faster and easier to use for Account Executives.
I feel they could make some upgrades that makes it faster and easier to use for Account Executives.
Pros
Tracking features are quite useful to see how much business each AE is pitching.
Cons
It is not that easy to use, often times we need to put in information more than once before the system displays the information.
- Industry: Insurance
- Company size: 2–10 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Great simple to use system
Reviewed on 2020/06/02
Great system and great service with good helpful employees. Its not a big giant system just a good...
Great system and great service with good helpful employees. Its not a big giant system just a good easy to use system that does most task a smaller agency would need.'
Pros
I like its simplicity however some of that has gone away as its grown. its a great digital file cabinet for clients files. Its priced great. It should be the first management system used by any new agency.
Cons
new updates are not great. they add extra steps. The new task system isn't as good as the prior version, the new notes updates now has extra required fields and extra steps. I really wish the downloads sysem had an undo button.
Response from Zywave
Hi James,
Thank you for your review of Agency Matrix. Your feedback is very important to us.
We would like to help you resolve any issues you may be experiencing with the new update. We would also like to pass along your suggestions to our product team to help improve the product. Can you let us know what you would like to see improved with the task system?
Would you like a technical support representative to reach out to address any concerns you may have?
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. Who are the typical users of Agency Matrix?
Agency Matrix has the following typical customers:
Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000
Q. What languages does Agency Matrix support?
Agency Matrix supports the following languages:
English
Q. Does Agency Matrix support mobile devices?
Agency Matrix supports the following devices:
Android (Mobile), iPhone (Mobile), iPad (Mobile)
Q. What other apps does Agency Matrix integrate with?
Agency Matrix integrates with the following applications:
Comm-unity, Jive, Nextiva, Vonage Business Communications
Q. What level of support does Agency Matrix offer?
Agency Matrix offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat
Related categories
See all software categories found for Agency Matrix.
Insurance Agency Software
