--- description: Review of Agency Matrix Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice Ireland. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Agency Matrix | Reviews, Pricing & Demos - SoftwareAdvice IE --- Breadcrumb: [Home](/) > [Insurance Agency Software](/directory/4506/insurance/software) > [Agency Matrix](/software/187168/agency-matrix) # Agency Matrix Canonical: https://www.softwareadvice.ie/software/187168/agency-matrix Page: 1 / 5\ Next: [Next page](https://www.softwareadvice.ie/software/187168/agency-matrix?page=2) > Agency Matrix is an integrated cloud-based solution that integrates financial management, human resources and project management into a single platform. You can access every customer, policy, form, endorsement, payment, image, and report you may ever need or want with just one click. > > Verdict: Rated **3.7/5** by 103 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **3.7/5** | 103 Reviews | | Ease of Use | 3.7/5 | Based on overall reviews | | Customer Support | 3.4/5 | Based on overall reviews | | Value for Money | 3.7/5 | Based on overall reviews | | Features | 3.4/5 | Based on overall reviews | | Recommendation percentage | 60% | (6/10 Likelihood to recommend) | ## About the vendor - **Company**: Zywave - **Location**: Milwaukee, US - **Founded**: 1995 ## Commercial Context - **Pricing model**: Per User - **Pricing Details**: Please contact Zywave for pricing details. - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile) - **Supported Languages**: English - **Available Countries**: United States ## Features - Activity Dashboard - Activity Tracking - Calendar Management - Client Management - Client Portal - Commission Management - Contact Database - Contact Management - Customisable Reports - Document Management - Document Storage - Email Marketing - Forms Management - Insurance Policy Management - Invoice Management - Lead Management - Pipeline Management - Policy Management - Property & Casualty - Quotes/Estimates ## Integrations (8 total) - Comm-unity - Fiserv - Jive - Microsoft Outlook - Nextiva - QuoteRush - TurboRater - Vonage Business Communications ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - Chat ## Category - [Insurance Agency Software](https://www.softwareadvice.ie/directory/4506/insurance/software) ## Alternatives 1. [ePayPolicy](https://www.softwareadvice.ie/software/108153/epaypolicy) — 4.9/5 (258 reviews) 2. [Jenesis Software](https://www.softwareadvice.ie/software/62001/jenesis-agency-management) — 4.7/5 (284 reviews) 3. [Applied Epic](https://www.softwareadvice.ie/software/441710/applied-epic) — 4.2/5 (141 reviews) 4. [EZLynx](https://www.softwareadvice.ie/software/74031/ezlynx) — 3.7/5 (74 reviews) 5. [HawkSoft CMS](https://www.softwareadvice.ie/software/43096/hawksoft) — 4.5/5 (64 reviews) ## Reviews ### "Went from Cheap and Decent to expensive and worse\!" — 2.0/5 > **Nate** | *27 May 2026* | Insurance | Recommendation rating: 0.0/10 > > **Pros**: It was cheap.. now they keep raising cost but quality somehow is worse. too much downtime and broken links to acords > > **Cons**: availability to speak to a human is not there. When you speak to anyone they talk about the companies other products. No real plans to fix issues it seams > > horrible.. was great in 2017 when private. New company lacks clearly defined goals and service has gone downhill ----- ### "Good Reliable System" — 4.0/5 > **Jeff** | *28 May 2020* | Insurance | Recommendation rating: 10.0/10 > > **Pros**: It was pretty easy to use, and add/update data > > **Cons**: It takes some getting use to the downloading of data process, I wish it had an e-signature component. > > It's been a good experience so far and with independence 1 month away, I'm hoping it stays that way\! Lol ----- ### "Not a good agency management program" — 2.0/5 > **Chris** | *6 April 2023* | Insurance | Recommendation rating: 0.0/10 > > **Pros**: not much of anything- the single most useless insurance agency management program I have seen in 30 years in the insurance industry. > > **Cons**: Everything\! Our conversion from Insurance Pro to Agency matrix changed every date of birth in every file to Jan 1, 1901, nothing was done on Zywave part to correct that. It did NOT bring any coverage information from Insurance Pro, we had to update every policy by hand. We have one customer with multiple policies, in Insurance Pro you typed in the policy number and got that policy. Agency Matrix you type in the policy number and get EVERY POLICY written for that client. Even their scanning system is awkward, we quit using it and scan with the computer then drag and drop the attachments, then Agency Matrix stores them all under the client name, not under the individual policy. Tech support is horrible, they NEVER answer the phone and usually we wait several hours for a call back and then, most of the time it's either 'it won't do that', 'we'll check in to that and call back (They never do call back)' or they try to blame in on the insurance company rather than accept their responsibility for the way the program works. > > The single worst agency management program I've found in 30 years of the insurance industry\! We spent most of the year correcting errors and/or omissions during the conversion process. ----- ### "Great Value and Solid Features" — 4.0/5 > **Chad** | *13 June 2019* | Insurance | Recommendation rating: 9.0/10 > > **Pros**: 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. > > **Cons**: 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. > > Overall I have been pleased and enjoy how quickly I can access items and information. ----- ### "AGENCY MATRIX FOR COMMERCIAL" — 4.0/5 > **GARY** | *2 June 2020* | Insurance | Recommendation rating: 4.0/10 > > **Pros**: EASY TO STORE CLIENT INFORMATION, CLIENT SEARCH WORKS WELL. THE MASTER LIST FOR CERTIFICATE HOLDERS WORKS PRETTY WELL, UNLESS YOU TRY TO TIE HOLDERS IS INDIVIDUAL INSUREDS. EMAILING CERTIFICATES WORKS FAIRLY WELL, EXCEPT IT DOESN'T SAVE A LIVE COPY OF THE EMAIL, SO YOU CAN'T RESEND A COPY TO THOSE CLIENTS THAT CLAIM THEY NEVER GOT THEIR COPY. > > **Cons**: FOR COMMERCIAL INSURANCE, THIS PRODUCT DOES NOT FLOW WELL. INFORMATION HAS TO BE ENTERED IN SEVERAL PLACES, ENTERING IN ONE SPOT DOESN'T FILL THE SAME INFORMATION ACROSS MULTIPLE SCREENS. ACORD FORMS AREN'T UPDATED AUTOMATICALLY, IN PRACTICAL USE THEY ARE JUST A PLACE TO STORE COPIES. IF YOU SELL A POLICY THAT DOESN'T AUTOMATICALLY DOWNLOAD, IT TAKE YEARS TO KEY THE INFORMATION IN, AND SOME THINGS JUST CAN'T BE ENTERED. > > FROM THE STANDPOINT OF COMMERCIAL INSURANCE, MATRIX IS EXTREMELY CUMBERSOME TO WORK WITH. THE SYSTEM IS FLEXIBLE ENOUGH THAT YOU CAN WORK AROUND IT'S SHORTCOMINGS, BUT IT TAKES TIME. FOR INSTANCE, YOU PREPARE A CERTIFICATE OF INSURANCE FOR A CLIENT, WHO WANTS IT SENT DIRECTLY TO HIM. YOU SELECT THE CERTIFICATE, HIT ACTION, AND THERE IS NO OPTION TO EMAIL TO THE CLIENT, ONLY TO ENTER AN EMAIL (UNLESS YOU ENTERED AN EMAIL WHEN YOU NAMED THE COI). SO, YOU CAN SELECT EMAIL AND AN OPTION COMES UP TO CC THE CLIENT. YOU CAN THEN SELECT AND COPY THE CLIENT'S EMAIL, PASTE IT IN THE SEND TO BOX, THEN DESELECT CC THE CLIENT, AND YOU ARE GOOD TO GO. IT'S AN EFFECTIVE WORKAROUND, BUT IT'S JUST CUMBERSOME. THE PROGRAM SEEMS TO HAVE BEEN DESIGNED FOR A SMALLISH, PRIMARILY PERSONAL LINES AGENCY. THE TOOLS TO SERVICE A DIVERSE COMMERCIAL BOOK WITH MULTIPLE STANDARD A SURPLUS LINES CARRIERS JUST AREN'T THERE. ----- Page: 1 / 5\ Next: [Next page](https://www.softwareadvice.ie/software/187168/agency-matrix?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.ie/software/187168/agency-matrix) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data