---
title: Agency Matrix Reviews
meta_title: 'Agency Matrix Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 26 reviews by the users' company size, role or industry to
  find out how Agency Matrix works for a business like yours.
aggregate_rating:
  rating_value: 3.6
  review_count: 26
  scale: '5'
date_modified: '2026-08-04'
parent_category:
  name: Insurance
  url: https://www.g2.com/categories/insurance
---

# 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 **secure and organized data management** provided by Agency Matrix for client information. (1 reviews)
- Users value the **secure and organized management** of client information offered by Agency Matrix. (1 reviews)


## 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?page=2&section=pricing&secure%5Bexpires_at%5D=2026-08-04+20%3A54%3A42+-0500&secure%5Bsession_id%5D=9dcf61f5-16a9-4644-a89c-5e8952a77291&secure%5Btoken%5D=286fb762147614408a4aba55d89d7f09086877b4cfd506ee665bdd5eda194cc2&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

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