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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.

Wer verwendet Agency Matrix?

Unabhängige Versicherungsagenturen

Du bist nicht sicher, ob Agency Matrix das Richtige ist? Mit einer beliebten Alternative vergleichen

Agency Matrix

Agency Matrix

3,7 (102)
69,00 $
Monat
Kostenlose Version
Kostenlose Testversion
14
4
3,7 (102)
3,8 (102)
3,4 (102)
VS.
Startpreis
Preisoptionen
Funktionen
Integrationen
Benutzerfreundlichkeit
Preis-Leistungs-Verhältnis
Kundenservice
250,00 $
Monat
Kostenlose Version
Kostenlose Testversion
9
Keine Integrationen gefunden
4,3 (62)
4,3 (62)
4,6 (62)
Die grünen Bewertungsbalken geben an, welches Produkt gemessen an der Durchschnittsbewertung und der Zahl der Bewertungen am besten abschneidet.

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Bewertungen über Agency Matrix

Durchschnittliche Bewertung

Gesamt
3,7
Benutzerfreundlichkeit
3,7
Kundenservice
3,4
Funktionen
3,4
Preis-Leistungs-Verhältnis
3,8

Nutzerbewertungen nach Unternehmensgröße (Angestellte)

  • <50
  • 51-200
  • 201-1.000
  • >1.001

Bewertungen nach Punktzahl finden

5
38%
4
28%
3
13%
2
10%
1
11%
Mark
owner in USA
Versicherung, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Current user

5,0 vor 4 Jahren

Kommentare: It is better than what we had but not as good as what I had hoped for

Vorteile:

The overall system is fairly easy to use. There are some functions that are user friendly. You would hope that the systems would work much like the usual systems business people are used to in daily business.

Nachteile:

The fact that the email and custom letter features are not compatible with usual business systems like Outlook or Word makes it difficult. A great deal of repetitive entry. Drop down boxes that do not relate to what you would think multiple entries to get to the system to work.

Antwort von Zywave

vor 4 Jahren

Hi Mark, Thank you for your review. Your feedback is very important to us. Your feedback about compatibility issues have been passed along to our product team. We would love the opportunity to help resolve any issues you may be having. Would you like a technical support representative to reach out?

Annette
Agent/owner in USA
Versicherung, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Good Value

5,0 vor 4 Jahren

Kommentare: When I started my agency , I had experience with several different agency management systems, most were out of my price range as a new startup. I researched several and found Agency Matrix on line. The functions and price fit my needs very well. I have been using them for almost 7 yrs and I am very pleased.
I have recommended this system to many of my fellow agents and most have signed up.

Vorteile:

Easy to use platform, Cloud storage and backup, can access from multiple devises and locations.

Nachteile:

I have to add products and companies for each carrier. would be nice if I only had to enter a company and products once and be able to add to different carriers /mgas.

Antwort von Zywave

vor 4 Jahren

Hi Annette, Thank you for your review.. Your feedback is very important to us. Your concerns have been passed on to our product team. Are there any additional questions or concerns that you might have? If so, we would love the opportunity to address them as soon as possible. Would you like a customer support representative to reach out to you?

Jacob
Insurance Agent in USA
Versicherung, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung
Quelle: SoftwareAdvice

NOT FOR PROFESSIONALS

3,0 vor 3 Monaten

Kommentare: In the beginning, Agent Matrix was good and agent-focused. After a few years, ITC purchased the company and the updates/upgrades began. They would roll them out before testing, so agents would suffer features not working, new bugs continuously popping up, and the system being down for hours and sometimes days. Then, in 2022/2023, Zywave bought ITC and their companies. That's when the outages stopped, but the upgrades/updates became so much more frequent, and they no longer care about their clients or the business of their clients. For example, today is 03/18/24, and this morning, we received a message from Zywave that the system will be offline on 3/19/24 from 11am-3pm. ON A TUESDAY IN THE MIDDLE OF THE DAY! There's no way to run an agency when you are at the mercy of a company that doesn't answer to their actions but makes sure to call you ONLY when your payment doesn't go through.

Vorteile:

The system is cloud-based and works fast compared to our old system.

Nachteile:

No customer service no management to speak with, ever constantly going down constantly under maintenance perform maintenance in the middle of the workday

ROBERTA
Office Manager in USA
Versicherung, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Best Agency Management we have used!!

5,0 vor 4 Jahren

Kommentare: Having Agency Matrix as our agency management system for over 5 years has helped us manage things with ease. Out of all the software systems we have used prior to Agency Matrix, this is by far the easiest to use, best value, and the customer service if there is any issue, is always on top of things and resolutions are swift.

Vorteile:

The ease of use and multiple options available for agency management are awesome.

Nachteile:

So far, we love all the aspects of the software.

Antwort von Zywave

vor 4 Jahren

Hi Roberta, Thank you for your review! We appreciate your feedback. We are pleased that you are happy with Agency Matrix! Please let us know if we can do anything to help!

Chad
Agency Owner in USA
Versicherung, 2–10 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Great Value and Solid Features

4,0 vor 5 Jahren

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 von Zywave

vor 5 Jahren

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!

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