Agency Matrix Review - why 4.3 stars?
Compare Pricing
| ITQlick Score: | 86/100 |
|---|---|
| ITQlick Rating: |
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| 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 Lavi / updated: Apr 16, 2022We publish unbiased reviews. Our opinions are our own and are not influenced by payments from advertisers. This content is reader-supported, which means if you leave your details with us we may earn a commission. Learn why ITQlick is free .
Table of Contents
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
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Frequently Asked Questions (FAQs)
List of categories
CRM
Insurance
List of features
Data Import/Export
Basic Reports
Online Customer Support
Auditor - Shlomi Lavi
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.