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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, 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state-of-the-art tools for task management and administrative support also help lessen the burdens related to outdated processes.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

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 interested in Agency Matrix it might also be beneficial to check out other subcategories of Best Business Process Management Software gathered in our base of SaaS software reviews.

Every enterprise has different requirements and requires a system that can be personalized for their size, type of employees and buyers, and the specific industry they are in. For these reasons, no platform can offer perfect tools out-of-the-box. When you look for a software system, first be sure what you require it for. Read some Agency Matrix reviews and ask yourself do you want basic features or do you want sophisticated functionality? Are there any industry-specific functionalities that you are searching for? Find the answers to these questions to assist your search. There are multiple aspects that you need to consider and these include your finances, particular business wants, your company size, integration requirements etc. Take your time, check out a few free trials, and finally select the system that presents all that you require to improve your organization competence and productivity.

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

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 $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?

No information available.

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