2026 Best Software Awards are here!See the list

Compare AMS360 and Agency Matrix

Save
    Log in to your account
    to save comparisons,
    products and more.
At a Glance
AMS360
AMS360
Star Rating
(833)4.3 out of 5
Market Segments
Small-Business (77.5% of reviews)
Information
Pros & Cons
Entry-Level Pricing
No pricing available
Learn more about AMS360
Agency Matrix
Agency Matrix
Star Rating
(25)3.8 out of 5
Market Segments
Small-Business (82.6% of reviews)
Information
Pros & Cons
Entry-Level Pricing
No pricing available
Learn more about Agency Matrix
AI Generated Summary
AI-generated. Powered by real user reviews.
  • G2 reviewers report that AMS360 excels in overall user satisfaction, boasting a significantly higher G2 Score compared to Agency Matrix. Users appreciate the seamless integration with multiple platforms, enhancing their workflow efficiency.
  • Users say AMS360 offers a more intuitive experience, with features like tracking prospects to clients and easy email integration with Outlook. This level of functionality is often highlighted as a major advantage over Agency Matrix, which, while user-friendly, does not match the same depth of integration.
  • According to verified reviews, AMS360's implementation process is praised for its quick onboarding and ease of use, making it a preferred choice for businesses looking to get up and running swiftly. In contrast, Agency Matrix, despite being user-friendly, has fewer recent reviews, which may indicate less current user engagement.
  • Reviewers mention that AMS360 provides robust support, with a quality of assistance rated higher than that of Agency Matrix. Users have noted the effectiveness of AMS360's support in resolving issues quickly, which is crucial for daily operations.
  • Users highlight that while Agency Matrix is very organized and keeps client information secure, it lacks some of the advanced features found in AMS360, such as comprehensive reporting and dashboard capabilities that help users make informed decisions.
  • G2 reviewers indicate that AMS360's ability to manage policies and claims is superior, with users enjoying features like e-signatures and document management. Agency Matrix, while effective in contact management, does not offer the same level of functionality in these critical areas.
Pricing
Entry-Level Pricing
AMS360
No pricing available
Agency Matrix
No pricing available
Free Trial
AMS360
No trial information available
Agency Matrix
No trial information available
Ratings
Meets Requirements
8.4
581
7.9
17
Ease of Use
8.2
635
8.1
17
Ease of Setup
7.7
375
8.6
6
Ease of Admin
7.7
207
8.3
6
Quality of Support
8.6
562
7.9
17
Has the product been a good partner in doing business?
8.3
221
7.5
6
Product Direction (% positive)
7.9
550
7.3
17
Features by Category
Insurance Agency Management SystemsHide 12 FeaturesShow 12 Features
7.5
509
7.6
12
Administration
7.3
434
7.5
6
8.1
464
8.3
10
7.5
436
7.3
5
6.6
410
7.9
7
7.3
448
7.9
8
6.7
390
Not enough data
7.7
434
7.8
9
8.0
447
7.6
9
Insurance Documentation
7.6
429
6.0
5
8.6
470
7.2
9
7.7
440
Not enough data
7.2
406
8.1
7
Categories
Categories
Shared Categories
AMS360
AMS360
Agency Matrix
Agency Matrix
AMS360 and Agency Matrix are categorized as Insurance Agency Management Systems
Unique Categories
AMS360
AMS360 has no unique categories
Agency Matrix
Agency Matrix has no unique categories
Reviews
Reviewers' Company Size
AMS360
AMS360
Small-Business(50 or fewer emp.)
77.5%
Mid-Market(51-1000 emp.)
18.3%
Enterprise(> 1000 emp.)
4.2%
Agency Matrix
Agency Matrix
Small-Business(50 or fewer emp.)
82.6%
Mid-Market(51-1000 emp.)
13.0%
Enterprise(> 1000 emp.)
4.3%
Reviewers' Industry
AMS360
AMS360
Insurance
92.9%
Accounting
3.1%
Financial Services
1.9%
Information Technology and Services
0.5%
Automotive
0.2%
Other
1.4%
Agency Matrix
Agency Matrix
Insurance
69.6%
Automotive
8.7%
Political Organization
4.3%
Information Technology and Services
4.3%
Hospital & Health Care
4.3%
Other
8.7%
Alternatives
AMS360
AMS360 Alternatives
Applied Epic
Applied Epic
Add Applied Epic
EZLynx
EZLynx
Add EZLynx
HawkSoft
HawkSoft
Add HawkSoft
Applied TAM
Applied TAM
Add Applied TAM
Agency Matrix
Agency Matrix Alternatives
EZLynx
EZLynx
Add EZLynx
Applied Epic
Applied Epic
Add Applied Epic
QQCatalyst
QQCatalyst
Add QQCatalyst
Jenesis
Jenesis
Add Jenesis
Discussions
AMS360
AMS360 Discussions
Are there classes on reports?
3 Comments
SH
Yes there are lots of classes and education on reports through VertaforeRead more
Monty the Mongoose crying
AMS360 has no more discussions with answers
Agency Matrix
Agency Matrix Discussions
What insurance company uses ITC Agency Matrix?
1 Comment
Allegra B.
AB
I work for The Rice Insurance & Financial Group, which is an independent agency out of Richmond, VA. We use Agency Matrix. To my knowledge, there are lots of...Read more
Monty the Mongoose crying
Agency Matrix has no more discussions with answers