# Agency Matrix Reviews **Vendor:** Zywave **Category:** [Insurance Agency Management Systems](https://www.g2.com/categories/insurance-agency-management-systems) **Average Rating:** 3.6/5.0 **Total Reviews:** 26 ## About Agency Matrix Agency Matrix is an agency management system (AMS) built for personal lines insurance agencies — from single-office shops to growing multi-location operations. It manages policies, automates client communication, connects directly to carriers for data downloads, and runs your agency's accounting, all in one browser-based platform. Personal lines insurance is a volume business. The agencies that win are the ones that handle more clients, more renewals, and more touchpoints without burning out their team. The ones that fall behind are the ones doing manually what their AMS should be doing automatically. Agency Matrix is built to close that gap. The numbers speak for themselves. Agencies on Agency Matrix write 16% more policies per user through better task management and workflow automation. Agents remarket policies 24% faster, and when it's time to quote and bind new business, agents save 39% of the time they used to spend — because the quoting flow connects directly to the management system. Carrier downloads that keep your book current. Policies and endorsements flow directly from carriers through IVANS and TeamUp into client records. No manual data entry. No re-keying what carriers already sent you. Texting built into the workflow. Integrated Twilio texting lets your team send and receive messages from within the platform, with every conversation permanently recorded on the client record. Automated marketing sequences handle routine outreach — new policy confirmations, renewal reminders, lapse warnings — without your team having to remember to send them. A client portal that reduces your inbound call volume. Clients can view their policies, print ID cards, make payments, and access certificates online — without calling your office. Built-in accounting. Agency Matrix includes invoicing, payments, receipts, commission reconciliation, General Ledger, and tax reporting natively — no separate accounting software required. Agency Matrix is part of Zywave's Performance Multiplier ecosystem. Pair it with TurboRater for integrated personal lines comparative rating — quote in TurboRater, carry the policy into Agency Matrix without re-entering data. Add Content Cloud, Client Cloud, and Zywave's prospecting tools, all sharing the same account data from day one. ## Agency Matrix Pros & Cons **What users like:** - Users value the **organization and security** of client information provided by Agency Matrix's data management system. (1 reviews) - Users value the **organization** of client information in Agency Matrix, ensuring safety and easy access. (1 reviews) ## Agency Matrix Reviews ### 1. Organized platform and very secured! **Rating:** 5.0/5.0 stars **Reviewed by:** JOSSY F. | AGENT, Small-Business (50 or fewer emp.) **Reviewed Date:** November 14, 2024 **What do you like best about Agency Matrix?** It keeps clients information safe and very organized. **What do you dislike about Agency Matrix?** No downsides from my side. I love this platform **What problems is Agency Matrix solving and how is that benefiting you?** Keeing clients information safe, being more organiced, and definately being more exited about working when the information is clear. ### 2. Insurance Pro - Your most trusted partner **Rating:** 3.5/5.0 stars **Reviewed by:** Yash C. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 17, 2024 **What do you like best about Agency Matrix?** 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. **What do you dislike about Agency Matrix?** 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. **What problems is Agency Matrix solving and how is that benefiting you?** Insurance Pro is making the Insurance management simple so that reaching to new services & agencies. ### 3. Great one stop for accessing records, user friendly **Rating:** 3.0/5.0 stars **Reviewed by:** jodi m. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 31, 2023 **What do you like best about Agency Matrix?** Ability to access all records in one stop, rather than opening differnt tabs **What do you dislike about Agency Matrix?** Seems to have many gliches when trying to open mulitiple clients **What problems is Agency Matrix solving and how is that benefiting you?** Multi tasking and utilzing the information all in one spot rather than multiple places ### 4. Great Business Software **Rating:** 5.0/5.0 stars **Reviewed by:** Alisha R. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 14, 2023 **What do you like best about Agency Matrix?** It is very user-friendly. Very easy to navigate through the screens. **What do you dislike about Agency Matrix?** Takes a long time to load sometimes. Screen sometimes will freeze. **What problems is Agency Matrix solving and how is that benefiting you?** Nothing at the moment. ### 5. dislike matrix **Rating:** 0.5/5.0 stars **Reviewed by:** michele k. | insurance agent, Small-Business (50 or fewer emp.) **Reviewed Date:** November 15, 2022 **What do you like best about Agency Matrix?** ability to search by first name first, other than that, not great **What do you dislike about Agency Matrix?** actions or activities or whatever they called them were not easily able to be sorted by policy. to create an application or form , you needed the form number, no search function. the process of creating a task to then be closed once complete did not work the same way as AMS, and it was not explained how this works. **What problems is Agency Matrix solving and how is that benefiting you?** no idea, we are not with them anymore ### 6. Easy-to-Use but glitchy **Rating:** 3.5/5.0 stars **Reviewed by:** Allegra B. | E, Small-Business (50 or fewer emp.) **Reviewed Date:** August 24, 2021 **What do you like best about Agency Matrix?** It has a very small learning curve for basic users. **What do you dislike about Agency Matrix?** Every time the company runs an update to improve the system, it is practically unusable due to all of the glitches. **What problems is Agency Matrix solving and how is that benefiting you?** My company uses Agency Matrix to store our client data, including profile information and different policies from various insurance carriers. Some of the benefits include offering hyperlinks where you can click on a policy number that will take you to the login screen of that carrier, texting clients from the system to avoid giving out employee cell phone numbers, and the ease of manually adding clients and policies. ### 7. AgencyMatrix Review **Rating:** 0.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** May 13, 2022 **What do you like best about Agency Matrix?** The layout of the webpage and the color scheme **What do you dislike about Agency Matrix?** This was not very user friendly. It was hard to navigate through the site and find what you are looking for. **What problems is Agency Matrix solving and how is that benefiting you?** Because the program was not user-friendly we switched to another product. ### 8. AGENCY MATRIX REVIEW **Rating:** 3.5/5.0 stars **Reviewed by:** Heather A. | owner, Small-Business (50 or fewer emp.) **Reviewed Date:** November 30, 2021 **What do you like best about Agency Matrix?** TH E EASE OF MAKING CHANGES AND ENTERING INFO **What do you dislike about Agency Matrix?** TECHNICAL DIFFICULTIES THE COMPANY HAS ON THE BACK END. **Recommendations to others considering Agency Matrix:** THERE ARE STILL ISSUES I AM HAVING MAKING THE COMMISSION REPORTING WORK AND THE DOWNLOADS SOMETIMES COME IN AND HAVE TO BE CORRECTED. THEY CLAIMED THAT THEY WOULD HAVE MORE COMPANIES TO PARTICIPATE WITH DOWNLOADS AND RATER BUT NOTHING HAS OCCURED SINCE I SIGNED UP **What problems is Agency Matrix solving and how is that benefiting you?** I DON'T HAVE ANY PROBLEMS THAT I AM SOLVING ### 9. Terrible - Stay Away!!! **Rating:** 0.0/5.0 stars **Reviewed by:** Ever G. | Office Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** September 01, 2021 **What do you like best about Agency Matrix?** 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).. **What do you dislike about Agency Matrix?** 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!! **Recommendations to others considering Agency Matrix:** I have none - shop around - you can do better!! **What problems is Agency Matrix solving and how is that benefiting you?** I am solving less problems than they are creating by being an awful management system with terrible support ### 10. Twin Turbskies **Rating:** 4.5/5.0 stars **Reviewed by:** Brittany C. | Insurance Agent, Insurance, Small-Business (50 or fewer emp.) **Reviewed Date:** November 25, 2020 **What do you like best about Agency Matrix?** I like that AccuAgency stores the documents to a "cloud" where you know for sure that they are not going to get lost in the abyss of your computers hard drive if it crashes. **What do you dislike about Agency Matrix?** I dislike that the downloads are not more efficient. It creates more than one address, more than one client, more than one everything and indicates a mis-match for items that are clearly in there. **Recommendations to others considering Agency Matrix:** I find the auto side is much easier to use than the home rater. I find that you end up having to still enter the info into the site as well as the rater which becomes monotonous. **What problems is Agency Matrix solving and how is that benefiting you?** Quoting is a breeze and it saves information from one policy term to the next so you can go back in and see what drivers/vehicles were initially added on. We are going paperless thanks to AccuAgency! Saving Trees left and right!!!! ## Agency Matrix Discussions - [What insurance company uses ITC Agency Matrix?](https://www.g2.com/discussions/what-insurance-company-uses-itc-agency-matrix) - 1 comment - [View Agency Matrix pricing details and edition comparison](https://www.g2.com/products/zywave-agency-matrix/reviews/agency-matrix-review-12793314?section=pricing&secure%5Bexpires_at%5D=2026-05-27+10%3A08%3A09+-0500&secure%5Bsession_id%5D=862606cc-a102-483e-902c-7997814ab312&secure%5Btoken%5D=62423b45a5e40dadb211af07cc3fb71a7d7b3483b17e973a85f2f16339be871c&format=llm_user) ## Agency Matrix Features **Administration** - Accounting - Contact Management - Commissions - Sales Tools - Reporting & Dashboards - Payment Processing - Email Integration - Task Management **Insurance Documentation** - Claims Management - Policy Management - Invoicing & Receipts - Electronic Signatures ## Top Agency Matrix Alternatives - [AMS360](https://www.g2.com/products/ams360/reviews) - 4.3/5.0 (920 reviews) - [EZLynx](https://www.g2.com/products/ezlynx-ezlynx/reviews) - 4.4/5.0 (686 reviews) - [Applied Epic](https://www.g2.com/products/applied-epic/reviews) - 4.4/5.0 (1,552 reviews)