Wer nutzt diese Software?

Independent Insurance Agencies

Durchschnittliche Bewertung

19 Bewertungen
  • Gesamt 3 / 5
  • Benutzerfreundlichkeit 3.1 / 5
  • Kundenservice 2.8 / 5
  • Funktionen 3 / 5
  • Preis-Leistungs-Verhältnis 3 / 5

Produktinformationen

  • Startpreis 69,00 $/Monat
  • Preisinformationen Lite Package $199 setup fee Up to 15 users 30-Day 100% Guarantee
  • Kostenlose Version Nein
  • Gratis Testen Nein
  • Einsatz Cloud, SaaS, Web
  • Training Persönlich
    Live Online
    Dokumentation
  • Kundenbetreuung Support während der Geschäftszeiten
    Online

Angaben zum Hersteller

  • Agency Matrix
  • http://www.agencymatrix.com
  • Gegründet 2005

Über Agency Matrix

Agency Matrix is the most robust and affordable cloud-based technology company in the marketplace. Leading today's independent insurance agencies with cutting-edge technology, we are committed to delivering agency management software solutions that help you reach your business goals.

Agency Matrix Funktionen

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

Alternative Produkte

Die hilfreichsten Reviews für Agency Matrix

Great Value and Solid Features

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

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!

Worst Customer Service Experience

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

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.

Very good product, but not recommended if you primarily write commercial lines

Bewertet am 21.2.2019
Shannon B.
President/Agent
Versicherung, 2-10 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Quelle des Nutzers 
3/5
Gesamt
3 / 5
Benutzerfreundlichkeit
3 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
4 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: I think the company is great. The people are truly amazing, very willing to work with me. I think they are extremely open to suggestions, but the recommendations I have made they simply cannot do because the system is simply not meant for a commercial-heavy brokerage utilizing MGA's

Vorteile: very easy to use. customizable fields are great. stellar support. library of training videos makes learning very easy.

Nachteile: this was not intended for commercial lines agencies who primarily use MGA's. 2 biggest issues I see.
1.The tasks/activity tracker is extremely limited. a very small screen pops up with limited room for taking notes. That being said, they said they are working on this.
2. The attachments are very limited. you can only attach to either the entire account, a single policy or the submission. Problem though, the submissions page you can only attach pdf's and once the submission is finished you cannot transfer the documents to the policy. All of the attachments do not show up under a master list that can be sorted. Very limited and according to my most recent conversation with support, this is not able to be fixed

Antwort des Softwareanbieters

von Agency Matrix an 2.5.2019

Thanks for your review, Shannon. I'm happy to hear that you were able to spend some time on the phone with Chuck from training & support. We always appreciate customer input and are committed to addressing any issues you may experience while using the Agency Matrix software.

Useless product that doesn't do what it is supposed to do

Bewertet am 19.11.2019
Shannon B.
President
Versicherung, 2-10 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Quelle des Nutzers 
1/5
Gesamt
1 / 5
Benutzerfreundlichkeit
1 / 5
Eigenschaften & Funktionalitäten
1 / 5
Kundenbetreuung
1 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: This entire experience has been awful. It took 2 months to even get a response from the transition team to import information. After 5 months, my information still had not been fully imported, none of my contacts had been brought over.
It also took 5 months to get the reports showing what I owe the carriers to come out accurately because I was mis-trained! I was told to put information in incorrect fields over and over.
The commission reports don't work accurately because the employee commission structures only apply to pure premiums from the carriers. They don't apply to endorsements, additional fees or broker fees. A year in and I am still using my own excel spreadsheet because of their system is a mess.
Acord forms are a disaster. Information doesn't carry over from one screen to the next and that is if the Acord screen will even open up! Limits don't carry over, NAIC numbers that are entered are associated with old companies and out of date, if you have a client with an ampersand sign in their name, be prepared to correct that every time as well because the system doesn't recognize the actual sign...."&" instead it spells it out.
This has been an absolutely awful experience. Even after getting on the phone with the powers-that-be and showing the systems failures, nothing happens. They say things like the ampersan sign issue is an easy fix, but then it still doesn't get fixed. They do an update and it crashes the system. . . TERRIBLE SYSTEM

Vorteile: It's good as a crm and that is it, it cannot create acords, it doesn't pull info to create accurate reports......

Nachteile: IT DOESN'T WORK! The system crashes constantly. In the past week the system has gone down twice! last week for 2 1/2 hours starting at 2:30 in the afternoon - middle of peak production time. Yesterday it crashed again around 2:30 again. We could log in, but couldn't see policy info, contacts, tasks, attachments or acords. now here it is, 8:45 the following morning, and we STILL cannot make acords. It's a joke of a system. They will oversell you, misguide you and mis-train you. DON'T US E IT

Amending my previous review from 8 - 10 stars

Bewertet am 1.5.2019
Shannon B.
Agency Owner
Versicherung, 2-10 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Quelle des Nutzers 
5/5
Gesamt
5 / 5
Benutzerfreundlichkeit
5 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
5 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: Amazing. Customer support is superb, the system is easy....I think this is the best choice I could have made.

Vorteile: Ease of use. This system is beyond easy to use. Many of the features you can figure out on your own. What you cannot there are training videos right in the system, support you can call in to and their on boarding process provides personalized trainings that take you through all the different capabilities.

Nachteile: the task feature is limited, but a new roll-out is coming in the next few weeks so this might get fixed

Antwort des Softwareanbieters

von Agency Matrix an 2.5.2019

Thanks, Shannon. It's been a pleasure working with you. Please don't hesitate to call us if we can help you with anything.

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