Agency MatrixZywave 
                        
                        
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            AgencyBloc AMS+AgencyBloc 
                        
                        
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            About
            The agency management system your agency needs to maximize efficiency, productivity, and sales. As an independent insurance agency, you need one of the best agency management systems, with cutting-edge technology, an easy-to-use interface, and dedicated support. Agency Matrix is committed to delivering insurance software solutions that meet these criteria and will help you reach your business goals. Agency management doesn't have to be hard. Agency Matrix reduces the time you spend on tasks like x-date tracking, accounting reports, sweep tracking and reconciliation, and providing client service. This gives you more time to focus on increasing production. Save time and money with automated reporting and telephone integrations that automatically launches a client’s account based on the incoming phone number.
             
            
        
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            About
            #1 Recommended Insurance Industry Growth Platform
AgencyBloc's Plus Suite of industry-specific solutions helps health, senior, and benefits agencies organize their data, ensure compliance, automate workflows, manage clients and policies, and much more—effectively removing roadblocks for sustainable growth.
             
            
        
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        Platforms Supported
            
                Windows
            
            
         
        
    
        
        
            
                Mac
            
            
         
        
    
        
        
            
                Linux
            
            
         
        
    
        
        
            
                Cloud
            
            
         
        
    
        
        
            
                On-Premises
            
            
         
        
    
        
        
            
                iPhone
            
            
         
        
    
        
        
            
                iPad
            
            
         
        
    
        
        
            
                Android
            
            
         
        
    
        
        
            
                Chromebook
            
            
         
        
    
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        Platforms Supported
            
                Windows
            
            
         
        
    
        
        
            
                Mac
            
            
         
        
    
        
        
            
                Linux
            
            
         
        
    
        
        
            
                Cloud
            
            
         
        
    
        
        
            
                On-Premises
            
            
         
        
    
        
        
            
                iPhone
            
            
         
        
    
        
        
            
                iPad
            
            
         
        
    
        
        
            
                Android
            
            
         
        
    
        
        
            
                Chromebook
            
            
         
        
    
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        Audience
        Companies seeking a platform offering ideal insurance solutions to help drive growth
         
        
    
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        Audience
        Health and Life insurance agencies--from one and two-person agencies to MGAs and IMO/FMOs.
         
        
    
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        Support
            
                Phone Support
            
            
         
        
    
        
        
            
                24/7 Live Support
            
            
         
        
    
        
        
            
                Online
            
            
         
        
    
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        Support
            
                Phone Support
            
            
         
        
    
        
        
            
                24/7 Live Support
            
            
         
        
    
        
        
            
                Online
            
            
         
        
    
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        API
            
                Offers API
            
            
         
        
    
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        API
            
                Offers API
            
            
         
        
    
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        Screenshots and Videos | 
        
        
                
            
        
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        Pricing
        No information available.
        
        
     
    
    
        
        
            
                Free Version
            
            
         
        
    
        
        
            
                Free Trial
            
            
         
        
    
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        Pricing
        $109.00/month
        
     
    
    
        
        
            
                Free Version
            
            
         
        
    
        
        
            
                Free Trial
            
            
         
        
    
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Reviews/
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        Training
            
                Documentation
            
            
         
        
    
        
        
            
                Webinars
            
            
         
        
    
        
        
            
                Live Online
            
            
         
        
    
        
        
            
                In Person
            
            
         
        
    
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        Training
            
                Documentation
            
            
         
        
    
        
        
            
                Webinars
            
            
         
        
    
        
        
            
                Live Online
            
            
         
        
    
        
        
            
                In Person
            
            
         
        
    
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        Company InformationZywave 
    
    Founded: 2005 
    
    United States 
    www.zywave.com/sales-cloud/agencymatrix/ 
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        Company InformationAgencyBloc 
    
    Founded: 2008 
    
    United States 
    www.agencybloc.com 
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        Categories | 
        
        
                
            
        
    
        Categories | 
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                Insurance Agency Features
            
                Claims Management
            
            
         
        
    
        
        
            
                Commission Management
            
            
         
        
    
        
        
            
                Contact Management
            
            
         
        
    
        
        
            
                Document Management
            
            
         
        
    
        
        
            
                Insurance Rating
            
            
         
        
    
        
        
            
                Life & Health
            
            
         
        
    
        
        
            
                Policy Management
            
            
         
        
    
        
        
            
                Property & Casualty
            
            
         
        
    
        
        
            
                Quote Management
            
            
         
        
    
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                Insurance Agency Features
            
                Claims Management
            
            
         
        
    
        
        
            
                Commission Management
            
            
         
        
    
        
        
            
                Contact Management
            
            
         
        
    
        
        
            
                Document Management
            
            
         
        
    
        
        
            
                Insurance Rating
            
            
         
        
    
        
        
            
                Life & Health
            
            
         
        
    
        
        
            
                Policy Management
            
            
         
        
    
        
        
            
                Property & Casualty
            
            
         
        
    
        
        
            
                Quote Management
            
            
         
        
    
                    CRM Features
            
                Calendar/Reminder System
            
            
         
        
    
        
        
            
                Call Logging
            
            
         
        
    
        
        
            
                Document Storage
            
            
         
        
    
        
        
            
                Email Marketing
            
            
         
        
    
        
        
            
                Internal Chat Integration
            
            
         
        
    
        
        
            
                Lead Scoring
            
            
         
        
    
        
        
            
                Marketing Automation Integration
            
            
         
        
    
        
        
            
                Mobile Access
            
            
         
        
    
        
        
            
                Quotes / Proposals
            
            
         
        
    
        
        
            
                Segmentation
            
            
         
        
    
        
        
            
                Social Media Integration
            
            
         
        
    
        
        
            
                Task Management
            
            
         
        
    
        
        
            
                Territory Management
            
            
         
        
    
                    Commission Features
            
                Affiliate Management
            
            
         
        
    
        
        
            
                Agency Commission
            
            
         
        
    
        
        
            
                Commission Calculations
            
            
         
        
    
        
        
            
                Commission Scheduling
            
            
         
        
    
        
        
            
                Commission Tracking
            
            
         
        
    
        
        
            
                Compliance Management
            
            
         
        
    
        
        
            
                Flat Commissions
            
            
         
        
    
        
        
            
                Incentive Programs
            
            
         
        
    
        
        
            
                Multi-Tiered Commissions
            
            
         
        
    
        
        
            
                Percentage Commissions
            
            
         
        
    
        
        
            
                Sliding Scale Commissions
            
            
         
        
    
        
        
            
                Split Commissions
            
            
         
        
    
                    Insurance Policy Features
            
                Cancellation Tracking
            
            
         
        
    
        
        
            
                Claims Tracking 
            
            
         
        
    
        
        
            
                Policy Generation  
            
            
         
        
    
        
        
            
                Policy Issuance
            
            
         
        
    
        
        
            
                Policy Processing
            
            
         
        
    
        
        
            
                Quotes / Estimates
            
            
         
        
    
        
        
            
                Rating Engine
            
            
         
        
    
        
        
            
                Reinstatement Tracking
            
            
         
        
    
        
        
            
                Reinsurance Administration 
            
            
         
        
    
        
        
            
                Renewal Management
            
            
         
        
    
        
        
            
                Underwriting Management
            
            
         
        
    
                    Quoting Features
            
                Automated Quoting
            
            
         
        
    
        
        
            
                Catalog Management
            
            
         
        
    
        
        
            
                Client Portal
            
            
         
        
    
        
        
            
                Contact Management
            
            
         
        
    
        
        
            
                Customer Accounts
            
            
         
        
    
        
        
            
                Customizable Branding
            
            
         
        
    
        
        
            
                Discount Management
            
            
         
        
    
        
        
            
                Forms Creation
            
            
         
        
    
        
        
            
                Pricing Management
            
            
         
        
    
        
        
            
                Product Configurator
            
            
         
        
    
        
        
            
                Proposal Management
            
            
         
        
    
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        Integrations
            
                
    AgentMethods
            
            
         
        
    
        
        
            
                
    Ease
            
            
         
        
    
        
        
            
                
    Employee Navigator
            
            
         
        
    
        
        
            
                
    Five9
            
            
         
        
    
        
        
            
                
    Intulse
            
            
         
        
    
        
        
            
                
    Nextiva
            
            
         
        
    
        
        
            
                
    ReviewInc
            
            
         
        
    
        
        
            
                
    Vonage Business
            
            
         
        
    
        
        
            
                
    Xinix
            
            
         
        
    
        
        
            
                
    Zapier
            
            
         
        
    
                
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        Integrations
            
                
    AgentMethods
            
            
         
        
    
        
        
            
                
    Ease
            
            
         
        
    
        
        
            
                
    Employee Navigator
            
            
         
        
    
        
        
            
                
    Five9
            
            
         
        
    
        
        
            
                
    Intulse
            
            
         
        
    
        
        
            
                
    Nextiva
            
            
         
        
    
        
        
            
                
    ReviewInc
            
            
         
        
    
        
        
            
                
    Vonage Business
            
            
         
        
    
        
        
            
                
    Xinix
            
            
         
        
    
        
        
            
                
    Zapier
            
            
         
        
    
                
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