InsurancePro Pros and Cons

Insurance Pro is helping by providing services to carriers, agencies & PEOs.

Also Insurance pro delivers high quality underwriting with processing.

They have simple user interface. Review collected by and hosted on G2.com.

Sometimes the Insurance Pro site gets hang.

They should add on more services to individuals.

Also, page speed should be improved so that users stays on the website. Review collected by and hosted on G2.com.

Ability to access all records in one stop, rather than opening differnt tabs Review collected by and hosted on G2.com.

Seems to have many gliches when trying to open mulitiple clients Review collected by and hosted on G2.com.

The fact that it allows you to manage a client's standard info - their contact info, preferences such as do not call/ text/ e-mail, etc.. Notes, comments, and alerts all come in handy! Tasks are also great.. Overall, the system has the basics needed to effectively handle a client's account.. On the commercial side - their Acord forms are helpful (if they would always populate).. The Certificate Holders information is also helpful.. (if there was a simple way to manage renewal COIs).. Review collected by and hosted on G2.com.

Everything about this system is glitchy.. Parts of it are just clunky - even down to the color scheme. That's aside from the point, though - the real issues are these:

In the case that the system is DOWN - which it is OFTEN - Agency Matrix could care less how long you are left in the lurch.. You call for an update and their response is "we're aware of it and cannot provide any turn-around time for when this will be fixed; it's being worked on" - this is by FAR one of the worst issues to boot... So if a client comes into your office, you're left unable to provide any COIs unless you download a fillable one online (which you'll then need to redo in the system once it's back up) and you also cannot provide them any idea when your systems will be back up...

More than once, the processing time was 10x slower than normal so that posting a note to an account took 30 minutes, instead of 3.. This was so inefficient and time-consuming!! It was driving my team mad!

Requests to speak to management go unheeded - no one gets back to you! So don't expect anyone to care about your agency if they've dropped the ball..

The Acords have glitches at times where you cannot save or download PDFs..

There is a feature where we can Email COIs to clients - many times, these emails do not reach clients - we have had to BCC management just to be sure these e-mails are in fact going out..

The system will log you out within what feels like 30 mins if not in use (we still operate with a lot of paper and in-house clients)

There was also a CYBER SECURITY BREACH in the past few months - I do NOT feel safe having Matrix handle our agency's information NOR our client's information!! This affected hundreds of their customers - and their customer's clients!!

I do NOT recommend this management system to anyone... In the process of switching them by the end of the year, if not sooner.. You spend so much time trying to catch up, it's a waste of time and energy! Find better than this!! Review collected by and hosted on G2.com.

Flexibility and usability and ease of use Review collected by and hosted on G2.com.

I have not viewed it yet so i am unable to comment on any dislikes Review collected by and hosted on G2.com.

It helps in keeping up with policyholder renewals and new business. It gives you a heads up a good week before the policy is due to expire so that there is no lapse in coverage. It's also helpful In keeping up with new business and potential clients. You can build your brand and your business with help from this program. Review collected by and hosted on G2.com.

There is not a lot that I did not like. This program has everything you need to run a successful agency. Review collected by and hosted on G2.com.

Our office email are from ITC. ITC is very simple to navigate. Not really fancy, but it gets the job done. Review collected by and hosted on G2.com.

It could have more functions, and they can work on the design more. We are still used to Outlook and Gmail. ITC should work towards those and improve to make it more professional. Review collected by and hosted on G2.com.

It is user friendly with many features that allow the daily workflow to go smoothly Review collected by and hosted on G2.com.

Certain features can be more enhanced and be improved by adding tools Review collected by and hosted on G2.com.

The user interface is modern and very intuitive Review collected by and hosted on G2.com.

I do not like how some of the menu items are labeled as it does not work with the way I think Review collected by and hosted on G2.com.

how quickly i can get quotes for all insurance companies Review collected by and hosted on G2.com.

i can't feed in data from our ERP sustem automatically Review collected by and hosted on G2.com.

Interface is super easy to use and very user friendly. It only took a short time to figure out how to get everything up and running Review collected by and hosted on G2.com.

Nothing comes to mind at this time...I really like everything about the product Review collected by and hosted on G2.com.