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

Wo kann Agency Matrix bereitgestellt werden?

Cloud, SaaS, webbasiert, Mac (Desktop), Windows (Desktop), Android (mobil), iPhone (mobil), iPad (mobil)

Über den Anbieter

  • Zywave
  • Ansässig in Milwaukee, USA
  • 1995 gegründet
  • Telefon-Support
  • Chat

Erhältlich in diesen Ländern

Vereinigte Staaten

Sprachen

Englisch

Agency Matrix Kosten

Startpreis:

Nicht vom Anbieter bereitgestellt

Über den Anbieter

  • Zywave
  • Ansässig in Milwaukee, USA
  • 1995 gegründet
  • Telefon-Support
  • Chat

Erhältlich in diesen Ländern

Vereinigte Staaten

Sprachen

Englisch

Agency Matrix – Videos und Bilder

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Kosten ähnlicher Produkte wie Agency Matrix vergleichen

Agency Matrix

Nicht verfügbar
Kostenlose Version
Gratis Testen
Nicht verfügbar
Kostenlose Version
Gratis Testen
0,01 $/Monat
Kostenlose Version
Gratis Testen
N/A
Kostenlose Version
Gratis Testen

Agency Matrix Funktionen

  • Provisionsmanagement
  • Verwaltung von Versicherungspolicen

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Bewertungen über Agency Matrix

Durchschnittliche Bewertung

Gesamt
3,8
Benutzerfreundlichkeit
3,8
Kundenservice
3,5
Funktionen
3,5
Preis-Leistungs-Verhältnis
3,9

Nutzerbewertungen nach Unternehmensgröße (Angestellte)

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

Bewertungen nach Punktzahl finden

5
39%
4
30%
3
13%
2
7%
1
11%
Mark S.
owner in USA
Versicherung, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Current user

5 vor 2 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 ITC

vor 2 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 B.
Agent/owner in USA
Versicherung, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Good Value

5 vor 2 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 ITC

vor 2 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?

Greg T.
V-President in USA
Versicherung, 11-50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

The importance of good communication

3 vor 2 Jahren

Kommentare: Many of the features in Matrix do not fully function, DocMatrix is one we have been trying to get working for 6 months now with no timetable for completion. Our website lead generator is a project we have been working on for 15 months and may be completed soon. These are functionalities that were presented to us by the Matrix team and then it just disappears off thier calendars.

Vorteile:

I have been using the system for over 5 years and like the compared to other systems out in the market. The videos in most cases allow you to setup your agency in a long weekend and minor tweaks afterwards to fully take advantage of the system.

Nachteile:

Most companies fail because of a lack of good communication. Matrix has made a habit of making changes without letting the end user know what they are changing and how it will affect this business until it has already happened. Yesterday was a perfect example, the intergration with 1 or 2 finance companies completly disabled all 2700 of my financed accounts from taking payments. We were told by 3 people they would call back before the end of the day, that did not happen. We found a work around but it had a major inpact on our agency with no notice.

Antwort von ITC

vor 2 Jahren

Hi Greg, Thank you for your review of Agency Matrix. Your feedback is very important to us. We understand that it can be frustrating when a change in a platform can affect your day-to-day operations. We apologize for the inconvenience. Can we be of any further assistance? If so, please let us know.

Roberta H.
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 vor 2 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 ITC

vor 2 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 S.
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 vor 3 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 Agency Matrix

vor 3 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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