Agency Matrix Overview of Reviews & Product Details - 2025
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Agency Matrix

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

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Agency Matrix is a comprehensive cloud-based solution in the Insurance Agency Management category. Tailored specifically for independent insurance agencies, it simplifies operations by consolidating client data, staff activities, and office tasks into a singular, accessible platform. Designed for efficiency, it empowers agencies to seamlessly manage their book of business from anywhere, making it ideal for modern, remote-friendly operations. Explore exclusive deals. For alternative solutions, consider ePayPolicy, Applied Epic, and QQCatalyst.

Why Use Agency Matrix?

Choosing Agency Matrix means gaining access to numerous benefits for streamlining insurance agency management:

  • Cloud-Based Platform: Fully web-based and accessible anywhere, Agency Matrix ensures flexibility and uninterrupted operations, especially for virtual agencies or businesses with multiple offices.
  • Affordable Pricing: Starting at $69 per office monthly, it avoids per-user charges, making it cost-effective for growing teams. Discounts are available for multi-office setups.
  • Enhanced Automation: Enjoy productivity boosts with built-in tools for data management, reporting, certificate issuance, and client communication.
  • Customization Options: Agencies can tailor the platform to suit their unique operational needs, ensuring adaptability across personal and commercial lines.

Who is Agency Matrix For?

Agency Matrix is suited for:

  • Small-to-Medium Insurance Agencies: With features geared for scaling operations affordably, it’s perfect for agencies managing varied personal and commercial lines.
  • Virtual Agencies: Its remote-friendly design allows business owners to serve clients efficiently from anywhere.
  • Startups and New Agencies: Agencies starting on a budget can benefit from its affordable pricing and easy onboarding process.
  • Agencies Transitioning from Legacy Software: With straightforward data import and adaptive workflows, it’s an ideal choice for agencies upgrading from older systems.

Agency Matrix provides a reliable, user-friendly, and affordable solution for insurance agencies seeking to enhance their operational efficiency and high-level client service.

Agency Matrix Summary

Agency Matrix is a comprehensive cloud-based solution in the Insurance Agency Management category. Tailored specifically for independent insurance agencies, it simplifies operations by consolidating client data, staff activities, and office tasks into a singular, accessible platform. Designed for efficiency, it empowers agencies to seamlessly manage their book of business from anywhere, making it ideal for modern, remote-friendly operations. Explore exclusive deals. For alternative solutions, consider ePayPolicy, Applied Epic, and QQCatalyst.

Why Use Agency Matrix?

Choosing Agency Matrix means gaining access to numerous benefits for streamlining insurance agency management:

  • Cloud-Based Platform: Fully web-based and accessible anywhere, Agency Matrix ensures flexibility and uninterrupted operations, especially for virtual agencies or businesses with multiple offices.
  • Affordable Pricing: Starting at $69 per office monthly, it avoids per-user charges, making it cost-effective for growing teams. Discounts are available for multi-office setups.
  • Enhanced Automation: Enjoy productivity boosts with built-in tools for data management, reporting, certificate issuance, and client communication.
  • Customization Options: Agencies can tailor the platform to suit their unique operational needs, ensuring adaptability across personal and commercial lines.

Who is Agency Matrix For?

Agency Matrix is suited for:

  • Small-to-Medium Insurance Agencies: With features geared for scaling operations affordably, it’s perfect for agencies managing varied personal and commercial lines.
  • Virtual Agencies: Its remote-friendly design allows business owners to serve clients efficiently from anywhere.
  • Startups and New Agencies: Agencies starting on a budget can benefit from its affordable pricing and easy onboarding process.
  • Agencies Transitioning from Legacy Software: With straightforward data import and adaptive workflows, it’s an ideal choice for agencies upgrading from older systems.

Agency Matrix provides a reliable, user-friendly, and affordable solution for insurance agencies seeking to enhance their operational efficiency and high-level client service.

Agency Matrix reviews

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CX 2/6

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Security 3/6

How secure is the product based on Subscribed’s assessment?

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Ease of Use 4/6

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Value 4/6

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Integration 3/6

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Popularity 3/6

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Agency Matrix

Pricing Range
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This only an estimated pricing range, visit Agency Matrix pricing page to access all the information by clicking “Visit Now”.

$69-$419 / Month
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This product comes with a special deal, see details

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The Subscribed Score is an independent rating that combines user reviews, features, and value-for-money from multiple trusted sources. It’s designed as a quick benchmark, not a guarantee of individual experience.

Analysis

Agency Matrix is a comprehensive cloud-based solution in the Insurance Agency Management category. Tailored specifically for independent insurance agencies, it simplifies operations by consolidating client data, staff activities, and office tasks into a singular, accessible platform. Designed for efficiency, it empowers agencies to seamlessly manage their book of business from anywhere, making it ideal for modern, remote-friendly operations. Explore exclusive deals. For alternative solutions, consider ePayPolicy, Applied Epic, and QQCatalyst.

Why Use Agency Matrix?

Choosing Agency Matrix means gaining access to numerous benefits for streamlining insurance agency management:

  • Cloud-Based Platform: Fully web-based and accessible anywhere, Agency Matrix ensures flexibility and uninterrupted operations, especially for virtual agencies or businesses with multiple offices.
  • Affordable Pricing: Starting at $69 per office monthly, it avoids per-user charges, making it cost-effective for growing teams. Discounts are available for multi-office setups.
  • Enhanced Automation: Enjoy productivity boosts with built-in tools for data management, reporting, certificate issuance, and client communication.
  • Customization Options: Agencies can tailor the platform to suit their unique operational needs, ensuring adaptability across personal and commercial lines.

Who is Agency Matrix For?

Agency Matrix is suited for:

  • Small-to-Medium Insurance Agencies: With features geared for scaling operations affordably, it’s perfect for agencies managing varied personal and commercial lines.
  • Virtual Agencies: Its remote-friendly design allows business owners to serve clients efficiently from anywhere.
  • Startups and New Agencies: Agencies starting on a budget can benefit from its affordable pricing and easy onboarding process.
  • Agencies Transitioning from Legacy Software: With straightforward data import and adaptive workflows, it’s an ideal choice for agencies upgrading from older systems.

Agency Matrix provides a reliable, user-friendly, and affordable solution for insurance agencies seeking to enhance their operational efficiency and high-level client service.

Pros
  • Affordable pricing
  • Ease of use for small agencies
  • Flexible for customization
  • Good for handling client searches
Cons
  • Poor customer support
  • Issues with system reliability
  • Not optimized for commercial lines
  • Outdated or cumbersome functionalities
Subscribed Score Metrics
19/36 Metric achieved
MetricsScore
Customer Support2/6
Security3/6
Ease of Use4/6
Value of Money4/6
Integration3/6
Popularity3/6
Radar Chart Table View
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
Agency Matrix Pricing Range
$69-$419 / Month

Agency Matrix Showcase
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A curated gallery of real screenshots and use cases from the product, so you can see how it works before trying it.

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Agency Matrix

What else exists next to Agency Matrix
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A list of platforms similar to Agency Matrix, helping you evaluate which tool best matches your needs.

Need to cancel Agency Matrix? Here is how
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Thinking about how to cancel Agency Matrix this is how you do it!

To cancel an Agency Matrix product:

  • Notify Agency Matrix in writing 30 days before the subscription anniversary.
  • Include your name and address in the cancellation request.
  • Automatic renewals will stop upon receipt of the cancellation notice.
  • Contact customer support for any issues during the cancellation process.

How to Cancel the Agency Matrix

To cancel an Agency Matrix product:

  • Notify Agency Matrix in writing 30 days before the subscription anniversary.
  • Include your name and address in the cancellation request.
  • Automatic renewals will stop upon receipt of the cancellation notice.
  • Contact customer support for any issues during the cancellation process.
Every else you need to know about Agency Matrix
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A collection of FAQs, guides, alternatives, and comparisons to help you quickly understand if Agency Matrix is right for you.

Pricing Range
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This only an estimated pricing range, visit Agency Matrix pricing page to access all the information by clicking “Visit Now”.

$69-$419 / Month
Deals Available

This product comes with a special deal, see details

This product comes with a special deal, see details

Visit Now