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Agency Matrix REVIEW

Business Process Management Software

No user reviews
USER SATISFACTION 80%
OUR SCORE 6.8

What is Agency Matrix?

Agency Matrix is management software specific for insurance agencies. The technology helps users manage their files and personnel wherever they are using tools to help them stay organized and make them more productive.  

Agency Matrix has tools for financial activities such as payment processing and invoicing. It also has features for task management, automated email reporting, comparative rater integration support, sweep tracking and reconciliation, and mail labels processing. Unlimited forms, images, and other files can also be uploaded with ease. Users can even send and receive text messages using the application. Design templates are also available so that branding properties can be inserted into materials.

The software boasts of convenient automation and an easy-to-navigate interface. Its ease of use aims to help agencies eliminate tedious manual processes since every policy, form, endorsement, payment, image, and report is just a click away.

Overview of Agency Matrix Benefits

Agency Matrix provides comprehensive business solutions that are presented in a user-friendly interface. Since the application is highly intuitive, users can avoid spending too much time navigating around the program  and instead can get more work done.

Among the top features of Agency Matrix include solutions for financial activities. By having these available, agencies can be more confident that their financial transactions are accurate and organized.

Agency Matrix’s wide-ranging, state-of-the-art tools for task management and administrative support also help lessen the burdens related to outdated processes. When less time is spent on repetitive tasks, employees can be more productive. This means that the agency can focus more on servicing clients and expanding their business.

Text messaging features, which allow users to send and receive updates, can also contribute to better agency communication.

Users can easily upload unlimited forms, images, and varied file types into Agency Matrix’s secure cloud-based system. This means that one can conveniently retrieve an important document whenever they need to.
The software has marketing tools to help agencies promote their brand more. Design templates are available so an agency’s logo or even a customized advertisement can be included in customers’ receipts. Users can also promote a referral program to establish a new or complementary business.

Overview of Agency Matrix Features

  • 100 % Cloud Based System
  • Unlimited Data Base For Clients
  • Up To 15 CSR/Agents Per Location
  • Employee End-of-Day Tab
  • Online Training Videos
  • Hyperlink to Insurance Company
  • Import Customers/Prospects
  • Free Training and Support
  • Payment Processing
  • Rolodex
  • Invoicing
  • Bi-lingual Receipts/Thank you letters
  • Thank you letters
  • X-Date Tracking
  • Follow Up Items and Notes
  • Mac/Safari Compatible
  • Comparative Rater Integration(s)
  • Ability to Export Reports to Excel
  • Export Contact and/or Policy Data
  • Google Map Integration
  • Sweep Tracking and Reconciliation
  • Automated Email Reporting
  • Advanced Reporting
  • Mail Labels Processing
  • Company Announcements
  • Task Management
  • Custom Field Types
  • Miscellaneous Forms Upload
  • Balance Due Feature
  • Custom Letters
  • Letters Blasts
  • Custom Receipt Ads
  • Comment and Alert Fields
  • Unlimited Uploads of Attachments, Photos
  • Time Clock w / Reporting
  • Import contact and/or Policy Data
  • Prefilled ACORD Forms
  • Commission/Split Commission Reports
  • Direct Scan
  • Carrier Downloads
  • Dashboard
  • Email Blast
  • Drag and Drop and Batch Uploading
  • Deposit Posting and
  • Bank Verification
  • Batch Scanning
  • General Ledger
  • Task Calendar
  • Drip Marketing Campaigns
  • Commercial Editor for ACORD Forms
  • Texting Capabilities

Agency Matrix Position In Our Categories

Position of Agency Matrix in our main categories:

500

Agency Matrix is one of the top 500 Business Process Management Softwareproducts

500

Agency Matrix is one of the 500
Business Process Management Software products


If you are considering Agency Matrix it may also be sensible to investigate other subcategories of Best Business Process Management Software gathered in our database of B2B software reviews.

Since each enterprise has specific business wants, it is prudent for them to desist from searching for a one-size-fits-all faultless software system. Needless to say, it would be pointless to try to find such a system even among widely used software applications. The clever thing to do would be to catalog the various essential factors that require consideration such as required features, budget, skill levels of workers, company size etc. Then, you should do your homework thoroughly. Read some Agency Matrix reviews and check out each of the other solutions in your shortlist in detail. Such exhaustive groundwork can ensure you discard ill-fitting systems and choose the app that offers all the aspects you require for business success.

How Much Does Agency Matrix Cost?

Agency Matrix Pricing Plans:
Free trial
Lite
From $258
Gold
From $508
Platinum
From $658
Diamond
From $858
Enterprise
From $998

Agency Matrix offers 5 SMB and enterprise pricing plans for users to choose from. Give the details a look, and select the best plan for your business:

Lite – $59/month

   Plus: $199 set up fee*

Gold – $109/month

    Plus: $399 set up fee*

Platinum – $159/month

    Plus: $499 set up fee*

Diamond – $259/month

    Plus: $599 set up fee*

Enterprise – $399/month

    Plus: $599 set up fee*

User Satisfaction

We realize that when you make a decision to buy Business Process Management Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Agency Matrix reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with Agency Matrix. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

POSITIVE SOCIAL MENTIONS

24

NEGATIVE SOCIAL MENTIONS

6

Video

Technical details

Devices Supported
  • Windows
  • Mac
  • Web-based
Language Support
  • English
Pricing Model
  • Monthly payment
Customer Types
  • Small Business
  • Large Enterprises
  • Medium Business
Deployment
  • Cloud Hosted

What Support Does This Vendor Offer?

  • EMAIL
  • PHONE
  • TRAINING

What are Agency Matrix pricing details?

Agency Matrix Pricing Plans:
Free trial
Lite
From $258
Gold
From $508
Platinum
From $658
Diamond
From $858
Enterprise
From $998

Agency Matrix offers 5 SMB and enterprise pricing plans for users to choose from. Give the details a look, and select the best plan for your business:

Lite – $59/month

   Plus: $199 set up fee*

Gold – $109/month

    Plus: $399 set up fee*

Platinum – $159/month

    Plus: $499 set up fee*

Diamond – $259/month

    Plus: $599 set up fee*

Enterprise – $399/month

    Plus: $599 set up fee*

What integrations are available for Agency Matrix?

No information available.

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