Agency Matrix Review - why 4.3 stars?

Agency Matrix Review
ITQlick Score: 86/100
ITQlick Rating: (4.3/5)
Pricing: 3.4/10 - low cost
Category: Insurance -> Agency Matrix
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.

What is Agency Matrix rating?

The rating of Agency Matrix is 4.3 stars out of 5 and the total score is 86 out of 100. The ratings are based on our unbiased experts. Learn more in our rating methodology page

Who uses Agency Matrix?

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.

Is Agency Matrix the best Insurance system?

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

What are their 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.

Who are their main alternatives?

Popular alternatives to Agency Matrix: FormFire, Applied Epic, Agentmethods, Agency Suites, Sapiens P&C, AgentCubed, DRC, Adaptik, InsuranceSuite, Vertafore Agency Platform. The full list of competitors can be found here.

What is the cost of Agency Matrix?

The cost of license starts at $49 per user/month. On top of the total cost of licenses which is easy to calculate - what is the REAL total cost of implementation? You need to add the cost of training, customization, data migration, and other "hidden cost". ITQlick pricing score is 3.4 out of 10 (10 is most expensive). You can find here the REAL total cost breakdown for Agency Matrix. You can also find here pricing information from Agency Matrix's website.

What should you ask Agency Matrix during a demo session? (65 questions)

Schedule a demo with Agency Matrix and access 65 must ask questions for the vendor while watching Agency Matrix in action. Visit the vendor's website here.

List of categories

CRM
Insurance

List of features

Data Import/Export
Basic Reports
Online Customer Support

Agency Matrix Vs. Alternatives

ITQlick rating
Score
Pricing
License pricing
Functionality
Review
Compare
Agency
ITQlick rating
4.3/5
Score
86/100
Pricing
3.4/10
License pricing
$49 per user/month
Functionality
5
Review
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
Agentmethods
ITQlick rating
4.2/5
Score
83/100
Pricing
4.6/10
License pricing
$149 per month
Functionality
5
Sapiens
ITQlick rating
2.8/5
Score
83/100
Pricing
5.4/10
License pricing
Pricing not available
Functionality
9
Author

Shlomi Lavi

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Shlomi holds a Bachelor of Science (B.Sc.) in Information System Engineering from Ben Gurion University in Israel. Shlomi brings 15 years of global IT and IS management experience as a consultant, and implementation expert for small, medium and large size (global) companies.