Agency Matrix

Current user

Commentaires : It is better than what we had but not as good as what I had hoped for

Avantages :

The overall system is fairly easy to use. There are some functions that are user friendly. You would hope that the systems would work much like the usual systems business people are used to in daily business.

Inconvénients :

The fact that the email and custom letter features are not compatible with usual business systems like Outlook or Word makes it difficult. A great deal of repetitive entry. Drop down boxes that do not relate to what you would think multiple entries to get to the system to work.

Good Value

Commentaires : When I started my agency , I had experience with several different agency management systems, most were out of my price range as a new startup. I researched several and found Agency Matrix on line. The functions and price fit my needs very well. I have been using them for almost 7 yrs and I am very pleased.
I have recommended this system to many of my fellow agents and most have signed up.

Avantages :

Easy to use platform, Cloud storage and backup, can access from multiple devises and locations.

Inconvénients :

I have to add products and companies for each carrier. would be nice if I only had to enter a company and products once and be able to add to different carriers /mgas.

NON-Existent Customer Support, Impossible to Setup, Lost My existing Database and we are only able to leave a message for support

Avantages :

We were literally sold a bag of goods from [sensitive content hidden] saying that our existing agency management software was being "sunsetted" and we will no longer have access to our own client base. The price was TRIPLE what we were paying but felt pressured into switching, literally being told "we will shut it down and you will not have access to your client base after the first of the year".

Inconvénients :

We had a 30 minute call from [sensitive content hidden] who identified herself as being "our Project Manager" and explained the process and would "be with you from start to finish to make sure you are online". We have not heard back from her again, called the company who said we "needed to speak with your project manager", left countless messages, sent countless emails....all UNRETURNED.

Best Agency Management we have used!!

Commentaires : Having Agency Matrix as our agency management system for over 5 years has helped us manage things with ease. Out of all the software systems we have used prior to Agency Matrix, this is by far the easiest to use, best value, and the customer service if there is any issue, is always on top of things and resolutions are swift.

Avantages :

The ease of use and multiple options available for agency management are awesome.

Inconvénients :

So far, we love all the aspects of the software.

Great Value and Solid Features

Commentaires : Overall I have been pleased and enjoy how quickly I can access items and information.

Avantages :

I like the value of the product and the fact that they won't jump my rates 34% without warning like I got from one of the biggest in the industry. They are also responsive and are continually improving their product. They recently upgrade their acord forms where I can quickly create and issue a new COI with multiple policies quicker than I could on EPIC.

Inconvénients :

At first I thought it wasn't as great for commercial business, but over the past few months I've been with them they have made enhancements that have been very helpful.