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Agency Matrix Review

Agency Matrix
Our score: 6.8 User satisfaction: 80%

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, get more work done.

Among the top features of Agency Matrix are solutions for financial activities. Using these, 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state-of-the-art tools for task management and administrative support also help lessen the burdens related to outdated processes.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. Design templates are available, so an agency’s logo or even a customized advertisement can be included in customer 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
  • 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 Label 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 and Photos
  • Time Clock with Reporting Options
  • Import contact and/or Policy Data
  • Prefilled ACORD Forms
  • Commission/Split Commission Reports
  • Direct Scan
  • Carrier Downloads
  • Dashboard
  • Email Blasts
  • Drag & Drop and Batch Uploading
  • Deposit Posting
  • Bank Verification
  • Batch Scanning
  • General Ledger
  • Task Calendar
  • Drip Marketing Campaigns
  • Commercial Editor for ACORD Forms
  • Texting Capabilities

Agency Matrix Position In Our Categories

Keeping in mind businesses have unique business-related needs, it is only logical they abstain from getting an all-encompassing, ”best” software product. Needless to say, it is futile to pinpoint such an app even among well-known software products. The logical thing to undertake can be to spell out the different major aspects which demand careful thought including essential features, price terms, skill competence of staff members, organizational size, etc. Next, you should do your research to a full extent. Browse through some Agency Matrix analyses and scrutinize each of the software solutions in your shortlist in detail. Such comprehensive product investigation can make sure you take out unsuitable apps and choose the system that includes all the aspects your business requires to achieve growth.

Position of Agency Matrix in our main categories:

TOP 500

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

If you are considering Agency Matrix it might also be sensible to investigate other subcategories of Business Process Management Software listed in our base of SaaS software reviews.

There are trendy and widely used solutions in each software group. But are they necessarily the best fit for your company’s specific wants? A market-leading software application may have thousands of users, but does it provide what you need? For this reason, do not blindly shell out for popular systems. Read at least a few Agency Matrix Business Process Management Software reviews and mull over the factors that you want in the software such as the price, main tools, available integrations etc. Then, choose a few systems that fit your requirements. Try out the free trials of these apps, read online opinions, get explanations from the maker, and do your research meticulously. This in-depth research is certain to assist you select the most excellent software platform for your organization’s specific wants.

How Much Does Agency Matrix Cost?

Agency Matrix Pricing Plans:

Free Trial

Lite

From $69/month

Gold

From $129/month

Platinum

From $179/month

Diamond

From $289/month

Enterprise

From $419/month

Agency Matrix offers 6 SMB and enterprise pricing plans for users to choose from. Give the details a look, and select the best plan for your business:

Lite – $69/month

  • Plus: $199 set up fee

Gold – $129/month

  • Plus: $399 set up fee

Platinum – $179/month

  • Plus: $499 set up fee

Diamond – $289/month

  • Plus: $599 set up fee

Enterprise – $419/month

  • Plus: $599 set up fee

User Satisfaction

Positive Social Media Mentions 24
Negative Social Media Mentions 6

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.

Video

Technical details

Devices Supported

  • Windows
  • Mac
  • Web-based

Deployment

  • Cloud Hosted

Language Support

  • English

Pricing Model

  • Monthly payment

Customer Types

  • Small Business
  • Large Enterprises
  • Medium Business

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

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Agency Matrix Comparisons

What are Agency Matrix pricing details?

Agency Matrix Pricing Plans:

Free Trial

Lite

From $69/month

Gold

From $129/month

Platinum

From $179/month

Diamond

From $289/month

Enterprise

From $419/month

Agency Matrix offers 6 SMB and enterprise pricing plans for users to choose from. Give the details a look, and select the best plan for your business:

Lite – $69/month

  • Plus: $199 set up fee

Gold – $129/month

  • Plus: $399 set up fee

Platinum – $179/month

  • Plus: $499 set up fee

Diamond – $289/month

  • Plus: $599 set up fee

Enterprise – $419/month

  • Plus: $599 set up fee

What integrations are available for Agency Matrix?

Agency Matrix seamlessly integrates with the following applications:

  • Website Plugin
  • Agent Alive
  • EasyFile
  • DocBuild Plus
  • DocVault
  • TurboRater
  • Virtual Tone
  • Bluewave
  • RingCentral
  • Vonage
  • Nextiva
  • Fonality
  • Jive
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Reviewed By Louie Andre
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