About Agency Matrix
Agency Matrix is a browser-based insurance agency management system developed by Zywave to help independent insurance agencies manage the entire client lifecycle.
Agency Matrix Details
Vendor
Zywave
Year Launched
1995
Location
10100 W. Innovation Drive, Suite 300, Milwaukee, Wisconsin 53226, United States
Deployment
cloud, web browser
Training Options
documentation, videos, live online, in person, demo, account manager
Countries Served
Global
Languages
English, Spanish, French, Portuguese, German, Italian, Dutch, Russian, Chinese, Japanese.
Users
Agent, Broker, Underwriter, Administrator, Customer Service Representative
Industries Served
Insurance, Financial Services
Tags
Insurance, Agency Management, Policy Management, Client Management, Reporting, Automated Workflows
Agency Matrix's In-App Market Place
Does Agency Matrix have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
0
Mini Apps
Pricing Options
Free trial
Free version
Request a quote
Promo Offer
Accepted Payment Currencies
USD ($), EUR (€), GBP (£), CAD ($), AUD ($), CHF (CHF), JPY (¥), CNY (¥).
Pros & Cons
- Automated reporting reduces time spent compiling financial and operational reports.
- Centralized client lifecycle management improves visibility across policies and renewals.
- Connects client communications across email, phone, and SMS in one centralized record.
- Built-in analytics help agencies track retention, growth, and performance metrics.
- Browser-based platform allows agencies to access records and workflows from anywhere.
- Limited modern UI improvements compared with newer insurance agency management tools.
- Training gaps make advanced features like commissions difficult for teams to learn.
- Setup and data migration from older systems can be complex and time consuming.
- System updates reportedly introduce bugs or outages that disrupt agency operations.
- User reviews frequently report slow system performance when opening attachments or records.
Agency Matrix's Support Options
Email Address
support@sisware.comContact
866-499-9283