Agency Matrix Review
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.
Show MoreOverview 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state-of-the-art tools for task management and administrative support also help lessen the burdens related to outdated processes.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.
Show MoreOverview 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
Since companies have their own business demands, it is only rational they avoid selecting a one-size-fits-all, “perfect” software. At any rate, it would be futile to stumble on such an app even among branded software products. The logical step to do is to spell out the varied chief functions that merit investigation including major features, budget, technical skill ability of staff members, company size, etc. Thereafter, you should conduct your research comprehensively. Have a look at some Agency Matrix reviews and check out the other applications in your shortlist in detail. Such all-encompassing product research ascertain you keep away from mismatched applications and subscribe to the system that provides all the tools your business requires.
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 may also be beneficial to analyze other subcategories of Business Process Management Software gathered in our base of B2B software reviews.
Organizations have different wants and requirements and no software platform can be just right in such a condition. It is pointless to try to find a perfect out-of-the-box software product that meets all your business needs. The intelligent thing to do would be to modify the solution for your unique requirements, employee skill levels, budget, and other aspects. For these reasons, do not hasten and pay for well-publicized leading solutions. Though these may be widely used, they may not be the best fit for your particular requirements. Do your research, check out each short-listed platform in detail, read a few Agency Matrix Business Process Management Software reviews, speak to the vendor for clarifications, and finally settle for the product that provides what you want.
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
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
User Satisfaction
Positive Social Media Mentions
24
Negative Social Media Mentions
6
We are aware that when you decide to purchase a Business Process Management Software it’s important not only to find out how professionals score it in their reviews, but also to discover if the actual clients and enterprises that bought these solutions are genuinely content with the product. Because of that need we’ve designer our behavior-based Customer Satisfaction Algorithm™ that aggregates customer reviews, comments and Agency Matrix reviews across a broad array of social media sites. The data is then presented in a simple to digest way revealing how many people had positive and negative experience with Agency Matrix. With that information available you will be ready to make an informed business choice 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?
- phone
- live support
- training
- tickets
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
Agency Matrix
is waiting for
your first review.
Write your own review of this product
ADD A REVIEWMore reviews from 0 actual users:
Join a community of 7,369 SaaS experts
Thank you for the time you take to leave a quick review of this software. Our community and review base is constantly developing because of experts like you, who are willing to share their experience and knowledge with others to help them make more informed buying decisions.
Sign in with LinkedIn
Why we require LinkedIn?
- Show the community that you're an actual user.
- We will only show your name and profile image in your review.
- You can still post your review anonymously.
OR
Sign in with company emailSign in with company email
Popular Agency Matrix Alternatives
Top Competitors To Agency Matrix By Price
Product name:
Price:
Trending Business Process Management Software Reviews
Agency Matrix Comparisons
Product name:
Page last modified
Why is FinancesOnline free?