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
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
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
866-499-9283Agency Matrix's Alternatives
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