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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.

About

Harness the power of data and technology to chart a path to the future. Efficient, secure, compliant, and scalable frameworks that cover end-to-end processes and services to support your institution’s performance and impact. Leverage cutting edge digital technologies to redefine customer engagement and improve operational efficiencies. Cutting-edge technology and deep domain expertise that help you get to market faster and accrue value sooner. Our solutions and frameworks are lightweight and user-friendly. They seamlessly fit into your processes, reduce errors with automation and increase performance. Agile DNA. Expertise and experience across cutting-edge technologies that supercharge your digital transformation efforts. Good things happen when a company prioritizes innovation and digital transformation in its business strategy. Cutting-edge technology, business and digital transformation frameworks and deep domain expertise in HealthTech, InsurTech, and FinTech.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Companies seeking a platform offering ideal insurance solutions to help drive growth

Audience

Insurance agencies and companies in need of a solution to improve their insurance operations and services

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Supported

Company Information

Zywave
Founded: 2005
United States
www.zywave.com/sales-cloud/agencymatrix/

Company Information

Excellarate
United States
www.excellarate.com

Alternatives

Jenesis Agency Management

Jenesis Agency Management

Jenesis Software

Alternatives

EnoviQ

EnoviQ

EnoviQ Technology
Aspire

Aspire

Impowersoft

Categories

Categories

Insurance Agency Management Features

Claims Management Not Supported
Commission Management Supported
Contact Management Supported
Document Management Supported
Insurance Rating Not Supported
Life & Health Supported
Policy Management Supported
Property & Casualty Supported
Quote Management Supported

Insurance Agency Management Features

Claims Management Not Supported
Commission Management Not Supported
Contact Management Not Supported
Document Management Not Supported
Insurance Rating Not Supported
Life & Health Supported
Policy Management Not Supported
Property & Casualty Supported
Quote Management Not Supported

Integrations

Nextiva Supported
Vonage Business Supported

Integrations

Nextiva Not Supported
Vonage Business Not Supported
Claim Agency Matrix and update features and information
Claim Agency Matrix and update features and information
Claim Excellarate and update features and information
Claim Excellarate and update features and information