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Agency Matrix reviews and summary
Agency Matrix, now part of ITC, positions itself as the most robust and affordable cloud-based technology provider in the insurance agency marketplace. As a leader in cutting-edge technology, it is committed to delivering comprehensive agency management software solutions that help independent agencies achieve their business goals. The platform is designed to be a scalable and cost-effective foundation for agency operations, providing the tools necessary for efficiency and growth in a modern, cloud-based environment. Agency Matrix is targeted at independent insurance agencies seeking a powerful yet affordable cloud-based management system. It appeals to agencies looking for a technology partner that offers robust features without a premium price tag,...
Best for
Agency Matrix is targeted at independent insurance agencies seeking a powerful yet affordable cloud-based management system. It appeals to agencies looking for a technology partner that offers robust features without a premium price tag, making advanced automation accessible.
Starting price
Pricing not listed
Category
Insurance Software
Vendor
ITC
Key takeaways
Our verdict
Agency Matrix makes a compelling value proposition by combining robust functionality with affordability in the cloud. For cost-conscious agencies that do not want to compromise on capability, it represents a strong and sensible choice in a competitive software landscape.
Quick facts
Agency Matrix at a glance
Overall rating
3.8/5
Reviews
94
Starting price
Pricing not listed
Vendor
ITC
Founded
1983
Location
United States
Category
Insurance Software
Ratings
Agency Matrix ratings
Ratings in this section summarize available rating data. Software reviews are shown separately when users submit reviews.
Decision notes
Agency Matrix pros and cons
Potential strengths
- Cloud-based delivery means agencies can access their system from multiple devices and locations without managing on-premise infrastructure.
- Combines policy administration, document management, and commission tracking in one platform, reducing the need for disconnected tools.
- Support options include phone, chat, email, knowledgebase, and FAQ forum, offering multiple ways to get help.
Points to verify
- Confirm that the policy administration and rating engine features align with the specific lines of insurance your agency writes.
- Ask about integration with your current carriers and any comparative rater tools you rely on for quoting.
- Check mobile app functionality if your team frequently works outside the office or needs on-the-go access.
Buyer fit
Who uses Agency Matrix?
Agency Matrix is targeted at independent insurance agencies seeking a powerful yet affordable cloud-based management system. It appeals to agencies looking for a technology partner that offers robust features without a premium price tag, making advanced automation accessible.
Feature research
Agency Matrix features
These are common features buyers compare in Insurance Software. Product-specific availability should be confirmed with the vendor.
Insurance Claims Oversight
Workflow for filing and tracking the status of reimbursement requests with insurance providers.
Sales Commission Tracking
Monitor sales commissions and incentive earnings for staff members.
Centralized Contact Database
A searchable database for organizing contact details, addresses, and social profiles.
Centralized Document Control
Gather, store, and distribute documents within a unified hub to improve data accessibility for all stakeholders.
Policy Administration
Develop, oversee, and manage insurance policies for diverse clients and policy types.
Insurance Rating Engine
Calculate and manage insurance rates based on various factors and risk assessments.
Life & Health
Comprehensive insurance solutions for life and health coverage, tailored to individual needs.
Property & Casualty
Robust insurance services covering property damage and casualty liabilities for businesses and individuals.
Quotation & Estimating
Generate professional price quotes and maintain a history of all sent proposals.
Pricing
Agency Matrix pricing
Starting price
Pricing not listed
Visit Website
Pricing model: Per User
Pricing can change. Confirm current plans and terms with the vendor.
Compare
Agency Matrix alternatives
Compare Agency Matrix with other Insurance Software tools that buyers often evaluate.
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HawkSoft CMS by HawkSoft
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EZLynx by EZLynx
EZLynx provides a unified, cloud-based platform that serves as a single source of truth for independent insurance agents. It integrates three critical components: a full agency man...
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FAQ
Agency Matrix FAQs
Agency Matrix is a cloud-based agency management system from ITC designed for independent insurance agencies. It provides tools for policy administration, document management, commission tracking, and more.
Yes, it is a cloud-based platform accessible via web browser on desktop and mobile devices, including iOS and Android.
Support is available through email help desk, phone support, chat, a knowledgebase, and a FAQ forum.
Yes, it supports mobile access on Android, iPhone, and iPad in addition to desktop web browsers.
Training includes live online sessions, webinars, and video tutorials.
It covers policy administration, claims oversight, sales commission tracking, document control, and includes an insurance rating engine for quoting.
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