Agency Matrix

Agency Matrix

von Agency Matrix

Wer nutzt diese Software?

Independent Insurance Agencies

Durchschnittliche Bewertung

17 Bewertungen
  • Gesamt 2.9/5
  • Benutzerfreundlichkeit 3/5
  • Kundenservice 2.5/5
  • Funktionen 2.8/5
  • Preis-Leistungs-Verhältnis 2.8/5

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

Die hilfreichsten Reviews für Agency Matrix

Simple & easy to understand for beginners

Bewertet am 11.8.2017
Elizabeth G.
CSR
Versicherung, 201-500 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Quelle des Nutzers 
5/5
Gesamt
4/5
Benutzerfreundlichkeit
3/5
Eigenschaften & Funktionalitäten
3/5
Kundenbetreuung
5/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

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.

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!

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

Use this software daily for my workfflows

Bewertet am 21.10.2019
Tim H.
Agent
Versicherung, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Quelle des Nutzers 
5/5
Gesamt
3/5
Benutzerfreundlichkeit
5/5
Eigenschaften & Funktionalitäten
5/5
Kundenbetreuung
5/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Vorteile: I love the automations. Love how easy it is to process most things and easy to teach my users. Love the reports and built in pivot.

Nachteile: Need to fix the task screen. The screen in the latest update is complicated.
Commissions structure is annoying and the fact that it is a percent of a percent is hard.
ACORD needs to better fill out.

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.

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