Agency Matrix Review - why 4.3 stars?

Agency Matrix Review
ITQlick Score: 86/100
ITQlick Rating:
Pricing: 3.4/10 - low cost
Category: Insurance -> Agency Matrix review
Ranking:Ranked 3 out of 37 Insurance systems
Company: Agency Matrix
Pricing: starts at $49 per user/month
Typical customers: Medium and large size businesses
Platforms: Desktop, Cloud
Links: Agency Matrix pricing, Agency Matrix alternatives
Shlomi LaviShlomi Lavi / updated: Apr 16, 2022

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What is Agency Matrix?

Agency Matrix is an agency management solution designed to help users by automating most of the burdensome processes associated with their business. Users get every policy, form, endorsement, image, report, payment and client just a click way using this insurance agency software.

Agency Matrix was launched back in 2005 by Manual Ochoa and is headquartered in US.

Who is it best for?

Agency Matrix is suitable for insurance agents, insurance companies and industries providing financial services. Blue Horizon Insurance, Texas Insurance Connection, 1 Stop Financial Insurance and Baja Insurance are some of the clients of this agency management solution.

Main features and functionalities

Agency Matrix comes with payment processing, invoicing, X-Date tracking, automated email reporting, advanced reporting, comparative rater integration support, Google Map integration support, sweep tracking and reconciliation, mail labels processing, task management, custom letters, miscellaneous forms upload, custom field types and unlimited attachments/photos uploading features. The solution is completely web based and users can send and receive text messages using this software. The solution offers design templates to allow users insert their agency’s logo and custom advertisement on receipts.

What is the actual cost?

The cost of license starts at $49 per user/month. ITQlick pricing score is 3.4 out of 10 (10 is most expensive). Access ITQlick pricing guide for Agency Matrix. You can also find here pricing information from Agency Matrix's website.

How it stacks up?

Access a head to head analysis of Agency Matrix vs alternative software solutions.
ITQlick rating
Score
Pricing
License pricing
Functionality
Review
Compare
Agency M...
ITQlick rating
4.3/5
Score
86/100
Pricing
3.4/10
License pricing
$49 per user/month
Functionality
5
Compare
FormFire
ITQlick rating
4.4/5
Score
89/100
Pricing
5/10
License pricing
$399 per month
Functionality
3
Applied ...
ITQlick rating
4.4/5
Score
89/100
Pricing
4.8/10
License pricing
$1,000 per license
Functionality
9
Agency S...
ITQlick rating
3.9/5
Score
83/100
Pricing
3.4/10
License pricing
Pricing not available
Functionality
7
Agentmethods
ITQlick rating
4.2/5
Score
83/100
Pricing
4.6/10
License pricing
$149 per month
Functionality
5

Frequently Asked Questions (FAQs)

Is it the best Insurance system?

Agency Matrix is ranked 3 out of 37 software in their category (Insurance systems).

How they are rated on ITQlick?

The rating of Agency Matrix is 4.3 stars out of 5 and the total score is 86 out of 100. The rating score is based on our unbiased data-based algo. Learn more - rating methodology page.

Is it an easy to use Software?

Yes, Agency Matrix makes it fairly easy to use. This product is user friendly and intuitive.

Is it cloud-based?

Yes, they offer cloud based hosting, which means IT resources are retrieved through web-based tools and applications and you don't need to buy servers and additional hardware equipment.

Can it be used on mobile?

No, currently Agency Matrix can't be accessed on mobile, you would need to access it from your computer.

What should we ask during a demo session?

Differences between Agency Matrix and alternatives?

The most popular alternatives to Agency Matrix in 2023: FormFire, Applied Epic, Agentmethods, Agency Suites, Sapiens P&C. Access the complete competitors analysis here - Agency Matrix VS Insurance Software alternatives.

List of categories

CRM
Insurance

List of features

Data Import/Export
Basic Reports
Online Customer Support

Auditor - Shlomi Lavi

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Shlomi Lavi is an entrepreneur and founder of ITQlick.com. He holds a Bachelor of Science (B.Sc.) in Information Systems Engineering from Ben Gurion University in Israel. Shlomi brings 17 years of global IT and IS management experience as a consultant and implementation expert for small, medium and large-sized (global) companies. Shlomi’s goal is to share the best knowledge and news about information systems so you can make smarter buying decisions for your business.