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Agency Matrix

Agency Matrix : Reviews, Pricing, Features & Alternatives

$69.00

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Agency Matrix is an Insurance Software. Price : $69. Review Agency Matrix : Overview & Pricing

8.6 Expert Score
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Agency Matrix Overview : Features, Pricing, Reviews & Alternatives

Agency Matrix is an Insurance Software intended for businesses. Let’s discover user reviews, features and prices of this business app.

Agency Matrix is listed as a Industry Specific Software for companies and is used for Insurance …

Agency Matrix price starts from $ 69 per user and per month .

Your smart, secure and intuitive agency management system

What is Agency Matrix ?

Agency management and automation solution

Agency Matrix is the affordable agency management system that lets you efficiently manage your business portfolio, staff, and office from anywhere. Originally launched in 2005, Agency Matrix is the fastest growing insurance management system on the market.

Agency Matrix Review

Agency Matrix Review : Pros & Cons

Pros & Cons

When it comes to finding the right Insurance tools to manage your business, you have too many options – and they all come with their strengths and weaknesses.

One such familiar name in this arena is Agency Matrix, and as you may have guessed from the title, this review will tell you more about Agency Matrix’s pros and cons.

Weighing the pros & cons is essential before selecting this tool for your business and your team.

Agency Matrix Pros : Key Benefits

– Benefits of using the Agency Matrix Management System

– The Agency Matrix solution offers user-friendly automation and a user-friendly interface to eliminate much of the time-consuming 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.

– Streamline

– Your agency and your brand are your identity. Agency Matrix provides design templates so you can insert your agency logo and a personalized banner on every receipt you give to a client. Market a referral program to create new business or market other services and coverage to complement your existing business. It has never been easier to do.

– Marketing

– Smart entrepreneurs never stop seeking knowledge. Every new grain of wisdom applied to your business is key to your future growth. You could spend thousands of dollars searching for this knowledge from the world’s best business minds, but Agency Matrix brings it all to your desktop by sharing some of the most valuable business knowledge and training you’ll ever receive.

– Paste

– Knowledge

– When it comes to success, we know that nothing can replace old-fashioned commitment and hard work. Agency Matrix’s goal is to remove the burdens associated with tedious administrative processes and give you the tools you need so you can focus on what’s most important…serving your clients and growing your business.

Agency Matrix Cons

– Con : Custom integrations can come at a price.
 

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Agency Matrix Features

Here is the list of the main features of this computer software :

– Activity Dashboard
– Commission Management
– Contact Management
– Customizable Reports
– Document Management
– Document Storage
– Email Marketing
– Insurance Policy Management
– Lead Management
– Property & Casualty
– Quotes/Estimates
– Reporting & Statistics
– Task Management
– Workflow Management
– Cloud Services
– Alerts/Reminders
– Insurance Management
– Track Profits
– Property & Casualty
– Claims Management

Main function & Pro Features

– Activity Dashboard
– Commission Management
– Contact Management
– Customizable Reports
– Document Management
– Document Storage
– Email Marketing
– Insurance Policy Management
– Lead Management
– Property & Casualty
– Quotes/Estimates
– Reporting & Statistics
– Task Management
– Workflow Management
– Cloud Services
– Alerts/Reminders
– Insurance Management
– Track Profits
– Property & Casualty
– Claims Management

Agency Matrix Integrations

Agency Matrix integrates with more than 4 applications & plugins like Jive, Nextiva and Vonage Business Communications (…) : database connection, synchronize data, share files (…) to improve your workflow and increase your productivity !

It also provides a powerful API toolkit that allows developers to build web services and exchange data.

Top 20 Agency Matrix integrations

– Vonage Business Communications
– Nextiva
– Jive
– Comm-unity

Agency Matrix Pricing

The Agency Matrix pricing plan starts from $ 69,00 per month and per user, but this price is likely to change because different options are offered by the developer : number of licenses, additional functions, add-ons, bundles …

Agency Matrix offers several pricing plans :

– Free Trial : $ 69,00 per user / per month
– Start : –
– Professional : –
– Enterprise : –
– Premium : –

Free Trial Start Professional Enterprise Premium
$0 Price on demand Price on demand Price on demand Price on demand
Per month Per month Per month Per month Per month
Per user Per user Per user Per user Per user

 

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Save $$$ on SaaS and on-premise Software Subscriptions to help your create, grow and scale your business : annual billing usually is cheaper than monthly billing and you can expect 10% to 20% discount.

Sign up for a trial and start using it right away !

Free trials usually are time limited or feature limited but this is a good way to ensure it is the right option for your business before making a purchase.

Screenshot of the Vendor Pricing Page :

Software Pricing Plan

Software Pricing Plans

Pricing Details

Pricing Model : Subscription
Free trial : No information
Free plan : No information
Freemium : No information
Starting price : $ 69,00
Entry-level set up fee : No setup fee

The pricing details were last updated this year from the vendor website or retrieved from publicly accessible pricing materials and may be different from actual. Please confirm pricing and deals with the vendor website before purchasing.

Deployment & Setup

Agency Matrix is a cloud-based Insurance platform : its infrastructure is hosted in the United States (probably on AWS, Microsoft Azure or Google Cloud Platform).

agency-matrix is a SaaS (Software as a Service) / web application : a web browser on a computer is required for full functionality of features and manage dashboard.

It supports desktop operating systems (like Windows …) and mobile platforms (like Android and iOS).

Technical Details & Specifications

Deployment : Cloud / SaaS
Desktop Operating Systems : Windows …
Mobile Platforms : Android / iOS – iPhone – iPad
Native Apps / Mobile Applications : –
GDPR compliance : No information

Supported languages

This application software supports the following languages : English …

Support & Training

Any problem with this computer program ? The vendor offers the following customer service & support to help teams get the most out of their business application : Chat, Email / Help Desk, FAQs / Forum, Knowledge Base, Phone Support …

Hotline : Yes

Training options : Live Online, Videos, Webinars …

Industry & Customers

Who use Agency Matrix ?

This software package is tailored to business needs : Entrepreneur, Medium Company, Large Company …

This web-based application is recommended for trades : Professional …

This cloud software is used in the sectors : Finance – Bank – Insurance, insurance …

Customer References

Testimonials & Customer References to decide if this is the right business software or service for your company : No reference …

Awards & Recognitions

No information .

Screenshots

This computer program has an ergonomic, intuitive and customizable user interface, which will improve team productivity and collaborative work within your company (Public Administration, Shop Manager, Small Company …)

Agency Matrix Screenshots & Images : UI, dashboard …

Agency Matrix Review

Agency Matrix Business Software Pricing

Agency Matrix Features

Agency Matrix Features & Overview

Agency Matrix Screenshot

Agency Matrix Screenshot

Videos

Video #1

YouTube video

 

Agency Matrix Reviews

Here is our opinion on Agency Matrix : this is a very popular insurance software to recommend .

Agency Matrix User Reviews & Ratings

Online and customer reviews of Agency Matrix software are quite plentiful and overall very positive :

Overall rating : 4,3/5

Value for money : 3,8/5
Functionality : 3,4/5
Usefulness : 3,8/5
Ease of use : 3,8/5

User rating Excellent : 10%
User rating Very Good : 90%
User rating Average : 0%
User rating Poor : 0%
User rating Terrible : 0%

Popularity on social networks :

Your Customer Review on Agency Matrix

What is your opinion about this app ? Submit your review and tell us about your overall opinion : experience with this SaaS software, rating, ease of use, customer service, value for money, Pros & Cons …

Customer reviews and feedbacks play an increasingly important role in the business software buying process. You can provide in-depth review and share your buying advice / reviewer sentiment : what is your likelihood to recommend Agency Matrix ? What is your likelihood to renew ?
 

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FAQs

Why use a Insurance Software ?

Specific software is software packages exclusively adapted to the needs of an industrial sector or a trade. We find, for example, software for law firms, software for doctors, software for managing a farm, software for hairdressing salons, etc. High availability, Role-Based Access Control, integrations … Software is available over the Internet, application is maintained by the vendor, license to the software may be subscription based or usage based.

Industry Specific Software Review

Industry Specific Software Review

Company details

Developed by AGENCY MATRIX, Inc.
HQ location : USA
Founded :
Total revenue :

Industry : B2B SaaS company
Software Category : Financial Services Software > Insurance Software
Schema : SoftwareApplication > BusinessApplication

Tags : …
Website : visit agencymatrix.com

About This Article

This page was composed and published by SaaS-Alternatives.

The information (and product details) outlined above is provided for informational purposes only. Please Check the vendor’s website for more detailed information.

Our opinion on Agency Matrix is independent in order to highlight the strengths and weaknesses of this Insurance Software. Our website is supported by our users. We sometimes earn affiliate commission when you click through the affiliate links on our website.

Agency Matrix Alternatives

If you’re understanding the drawbacks and you’re looking for a Agency Matrix alternative, there are more than 5 competitors listed on SaaS-Alternatives !

If you’re in the market for a new software solution, the best approach is to narrow down your selection and then begin a free trial or request a demo.

 

Top 10 Alternatives & Competitors to Agency Matrix

– EZLynx
– Jenesis Software
– Applied Epic
– AgencyBloc
– Bitrix24

You can also take a look at other business apps, like our Lavu POS review and our Team App review.

Comparison with Similar Software & Contenders

Take an in-depth look at popular Insurance Software to find out which one is right for your needs. Discover how these Insurance Software compare to Agency Matrix when it comes to features, ease of use, customer support and user reviews. Explore software, Compare options and alternatives, Read reviews and Find your solution !
 

Compare Industry Specific Software

 

8.6Expert Score
Agency Matrix Review
Agency Matrix is a very popular insurance SaaS software to recommend for your company or business.
Ease of use
8.6
Functionnality
6.8
Integrations
7.6
Customer support
7.6
Value for money
7.6
PROS
  • Benefits of using the Agency Matrix Management System
CONS
  • Custom integrations can come at a price
Agency Matrix
Agency Matrix

$69.00

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