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.
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 While praised for budget-friendliness and easy navigation, it lacks robust features for commercial lines, has outdated training resources, and customer support has been inconsistent post-acquisition by Zywave.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.