Agency Matrix

Agency Matrix

von Agency Matrix

Wer verwendet Agency Matrix?

Unabhängige Versicherungsagenturen

Was ist Agency Matrix?

Agency Matrix ist auf dem Markt als äußerst robustes und preisgünstiges cloudbasiertes Technologieunternehmen anerkannt. Als eines der leitenden und mit moderner Technologie ausgestatteteN Unternehmen unter den unabhängigen Versicherungsagenturen ist das Unternehmen bestrebt, Agenturmanagement-Softwarelösungen bereitzustellen, mit denen du deine Geschäftsziele erreichen kannst.

Agency Matrix – Details

Agency Matrix

http://www.agencymatrix.com

Gegründet 2005

Agency Matrix – Preisübersicht

Agency Matrix ist verfügbar ab 69,00 $/Monat. Agency Matrix bietet keine Gratisversion und keine kostenlose Testversion. Weitere Preisinformationen für Agency Matrix findest du unten.

Startpreis

69,00 $/Monat

Kostenlose Version

Nein

Gratis Testen

Nein

Einsatz

Cloud, SaaS, Web

Training

Persönlich

Live Online

Dokumentation

Kundenbetreuung

Support während der Geschäftszeiten

Online

Agency Matrix Funktionen

Versicherungssoftware
Angebotsmanagement
Dokumentenmanagement
Kontaktmanagement
Leben & Gesundheit
Provisionsmanagement
Reklamationsabwicklung
Schaden- und Unfallversicherung
Versicherungseinstufung
Verwaltung von Versicherungspolicen

Agency Matrix – Nutzerbewertungen

Zeigt 5 von 17 Nutzerbewertungen

Gesamt
2.9/5
Benutzerfreundlichkeit
3/5
Kundenservice
2.5/5
Funktionen
2.8/5
Preis-Leistungs-Verhältnis
2.8/5
Elizabeth G.
CSR
Versicherung, 201-500 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
  • Gesamtbewertung
    5/5
  • Benutzerfreundlichkeit
    4/5
  • Eigenschaften & Funktionalitäten
    3/5
  • Kundenbetreuung
    3/5
  • Preis-Leistungs-Verhältnis
    5/5
  • Wahrscheinlichkeit der Weiterempfehlung
    10/10
  • Quelle des Nutzers 
  • Bewertet am 11.8.2017

"Simple & easy to understand for beginners"

Kommentare: I learned from my mistakes. lol

Vorteile: You can set little reminders on your account to remind you of any tasks you need to do. Processing a payment on this software was really simple. Bridging from ITC turbo rater was easy as well.

Nachteile: The way you upload a document to matrix could use some improvements. I wish you could upload at least more than 4 docs before actually pressing upload. It just eats up time for me. Unlike Evolution, you can scan directly to the customer's account & upload as many files as you want. It works as a drag & drop feature.

  • Quelle des Nutzers 
  • Bewertet am 11.8.2017
Chad S.
Agency Owner
Versicherung, 2-10 Mitarbeiter
Verwendete die Software für: 1-5 Monate
  • Gesamtbewertung
    4/5
  • Benutzerfreundlichkeit
    5/5
  • Eigenschaften & Funktionalitäten
    4/5
  • Kundenbetreuung
    5/5
  • Preis-Leistungs-Verhältnis
    5/5
  • Wahrscheinlichkeit der Weiterempfehlung
    9/10
  • Quelle des Nutzers 
  • Bewertet am 13.6.2019

"Great Value and Solid Features"

Kommentare: Overall I have been pleased and enjoy how quickly I can access items and information.

Vorteile: I like the value of the product and the fact that they won't jump my rates 34% without warning like I got from one of the biggest in the industry. They are also responsive and are continually improving their product. They recently upgrade their acord forms where I can quickly create and issue a new COI with multiple policies quicker than I could on EPIC.

Nachteile: At first I thought it wasn't as great for commercial business, but over the past few months I've been with them they have made enhancements that have been very helpful.

Antwort des Softwareanbieters

von Agency Matrix an 14.6.2019

Hi, Chad. Thank so much for your review! We've been concentrating for the past several months on making the ACORDs process the best it could be, for both personal and commercial users. It's always nice to hear that our efforts are paying off!

  • Quelle des Nutzers 
  • Bewertet am 13.6.2019
Scott S.
  • Gesamtbewertung
    4/5
  • Benutzerfreundlichkeit
    3/5
  • Eigenschaften & Funktionalitäten
    4/5
  • Kundenbetreuung
    4/5
  • Preis-Leistungs-Verhältnis
    4/5
  • Wahrscheinlichkeit der Weiterempfehlung
    9/10
  • Quelle des Nutzers 
  • Bewertet am 19.10.2016

"Very happy with the product"

Kommentare: We brought Agency Matrix into our Agency about a year ago. Once we completed the effort to load existing book of business, our experience has been positive. Agency Matrix has enabled us to manage existing book of business and market efforts much more efficiently. I would definitely recommend this product to Agencies with outside book of business.

Vorteile: An online tool that enables us to maintain all documentation related to existing clients and prospects. The ability to manage the Accord process, especially the pre filled Accord Function. The ability to email directly from the Matrix

Nachteile: I think the pre loaded Accord process could be better. Would like to see contact information such as email address and phone flow into Accords Apps. Also noticed that When Matrix populates Insured Name and DBA information the two data elements are reversed from what I would expect. I have found that depending on which browser you are using the PDF viewing, saving and management process is not as smooth as we would like. Agency Matrix recommended Chrome, but that had it's own aggravations

  • Quelle des Nutzers 
  • Bewertet am 19.10.2016
Isaac R.
General Manager
Versicherung, 13-50 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
  • Gesamtbewertung
    2/5
  • Benutzerfreundlichkeit
    3/5
  • Eigenschaften & Funktionalitäten
    3/5
  • Kundenbetreuung
    1/5
  • Preis-Leistungs-Verhältnis
    1/5
  • Wahrscheinlichkeit der Weiterempfehlung
    0/10
  • Quelle des Nutzers 
  • Bewertet am 24.6.2019

"Worst Customer Service Experience"

Kommentare: It did help us improve our workflow however I cannot stress the fact that the Customer Service is one of the worst I have seen. We waited 2 months one time just to have someone get back to us to add additional services!

Vorteile: Certificates of Insurance emailed directly with Signature, getting better with commercial policies

Nachteile: Customer Service needs to improve. Sometimes I am up to 1 hour on hold or get no replies back. Emailed them several times and it takes months to get a response. Also, we have to do our commissions manually as the system has a horrible invoicing operation that messes up the commissions. Something that should take minutes takes up to a day.

  • Quelle des Nutzers 
  • Bewertet am 24.6.2019
Ayuda H.
  • Gesamtbewertung
    4/5
  • Benutzerfreundlichkeit
    Nicht bewertet
  • Eigenschaften & Funktionalitäten
    Nicht bewertet
  • Kundenbetreuung
    Nicht bewertet
  • Preis-Leistungs-Verhältnis
    Nicht bewertet
  • Wahrscheinlichkeit der Weiterempfehlung
    Nicht bewertet
  • Quelle des Nutzers 
  • Quelle: GetApp
  • Bewertet am 12.11.2010

"Great features that are so easy to use"

Kommentare: Agency Matrix has given our agency a whole new perspective with great features that are so easy to use, making us more organize and efficient. We use to use paper receipts and use accounting logs to close out our daily production. Then we came across this awesome management system that was able to help us with our accounting and gave our clients a secure feeling by having a receipt that couldn’t be null or void. We were able to organize our files by being able to upload the inspection pictures of our client property to there account. We are also able to send them thank you cards and if our rating system was down we are able to use agency matrix to obtain the insured’s insurance card. My favorite function was how you could also upload your agency logo to the receipts and use the bottom portion of the receipt to promote your cross sales or ask for referrals. I wouldn’t trade this online Agency Matrix system for any other

  • Quelle des Nutzers 
  • Quelle: GetApp
  • Bewertet am 12.11.2010