Agency Matrix Reviews - Pros & Cons, Ratings & more - 2025
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Agency Matrix
53%
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Agency Matrix

53%

Agency Matrix is an affordable, cloud-based insurance agency management software designed to streamline operations for independent agencies. It offers tools to manage clients, staff, and policies with ease and accessibility from anywhere. Known for its functionality, flexibility, and cost-efficiency, it suits both personal and small commercial lines, helping agencies achieve their business goals efficiently.

Subscribed Reviews

53% Subscribed Score

Analysis

Agency Matrix is an affordable, web-based insurance agency management software, ideal for small-to-medium-sized insurance agencies. It offers tools for client management, ACORD forms, and multi-office support at $69/month per office with no user-based pricing. While praised for budget-friendliness and easy navigation, it lacks robust features for commercial lines, has outdated training resources, and customer support has been inconsistent post-acquisition by Zywave. Compared to tools like Applied Epic and AMS360, Agency Matrix excels in cost-effectiveness but trails in advanced functionalities and specialized tools for larger agencies.

Customer support is rated mixed, and overall reliability needs improvement. Best suited for personal lines-focused agencies or smaller operations needing a basic, affordable system.

Subscribed Score Metrics
19/36 Metric achieved
Ease of Use
Measures how simple and intuitive the product is to use, including setup, navigation, and overall user experience
4/6 Metric Checks
Security
Compares the product’s features, quality, and pricing to determine its overall cost-effectiveness.
3/6 Metric Checks
Value of Money
Assesses the product’s ability to protect data, prevent breaches, and comply with industry standards.
4/6 Metric Checks
Customer Support
Reflects the responsiveness, helpfulness, and quality of assistance provided by the product’s support team.
2/6 Metric Checks
Integrations
Evaluates how well the product connects with other tools and platforms, enabling seamless workflows.
3/6 Metric Checks
MetricsScore
Customer Support2/6
Security3/6
Ease of Use4/6
Value of Money4/6
Integration3/6
Popularity3/6
Radar Chart Table View
Pros & Cons
Affordable pricing
Ease of use for small agencies
Flexible for customization
Good for handling client searches
Poor customer support
Issues with system reliability
Not optimized for commercial lines
Outdated or cumbersome functionalities

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