--- description: Detailed reviews on Agency Matrix based on features, pricing, usability, and ratings. Get a quick overview advantages and disadvantages. Compare Agency Matrix with similar products. image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png title: Agency Matrix Reviews, Prices & Ratings | GetApp Canada 2026 --- Breadcrumb: [Home](/) > [Insurance Software](/directory/664/insurance/software) > [Agency Matrix](/software/9381/agency-matrix) # Agency Matrix Canonical: https://www.getapp.ca/software/9381/agency-matrix Page: 1 / 5\ Next: [Next page](https://www.getapp.ca/software/9381/agency-matrix?page=2) > Agency Matrix's solution provides easy to use automation and a user-friendly interface to eliminate much of the burdensome processes associated with your business. Every client, every policy, every form, every endorsement, payment, image and report you could ever need or want is just a click away. > > Verdict: Rated **3.7/5** by 104 users. Top-rated for **Likelihood to recommend**. ----- ## Overview ### Key benefits of Agency Matrix Benefits of using Agency Matrix Management System Streamline Agency Matrix’s solution provides easy-to-use automation and a user-friendly interface to eliminate much of the burdensome processes associated with your business. Every client, every policy, every form, every endorsement, payment, image and report you could ever need or want is just a click away. Marketing Your agency and your brand are your identity. Agency Matrix provides design templates so you cay insert your agency logo and custom advertisement on every receipt you hand to a customer. Market a referral program to create new business, or market other services and coverages to compliment your existing business. It's never been this simple to do. Knowledge Smart business people never stop seeking knowledge. Each new grain of wisdom applied to your business is key to your future growth. You could spend thousands of dollars seeking out this knowledge from the worlds greatest business minds, but Agency Matrix brings them all to your desk top sharing some of the most valuable business skills training and insight you will ever receive. Success When it comes to success we know that there is nothing that can replace commitment and good old fashioned hard work. Agency Matrix’s goal is to eliminate the burdens associated with cumbersome administrative processes and give you the tools you need so that you may focus your attention on what is most important…servicing your customers and growing your business. ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **3.7/5** | 104 Reviews | | Ease of Use | 3.6/5 | Based on overall reviews | | Customer Support Software | 3.4/5 | Based on overall reviews | | Value for Money | 3.7/5 | Based on overall reviews | | Features | 3.4/5 | Based on overall reviews | | Recommendation percentage | 60% | (6/10 Likelihood to recommend) | ## About the vendor - **Company**: Zywave - **Location**: Milwaukee, US - **Founded**: 1995 ## Commercial Context - **Pricing model**: Per User - **Pricing Details**: Please contact Zywave for pricing details. - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile) - **Supported Languages**: English - **Available Countries**: United States ## Features - Activity Dashboard - Activity Tracking - Calendar Management - Client Management - Client Portal - Commission Management - Contact Database - Contact Management Software - Customizable Reports - Document Management Software - Document Storage - Email Marketing Software - Forms Management - Insurance Policy Management - Invoice Management - Lead Management Software - Pipeline Management - Policy Management Software - Property & Casualty - Quotes/Estimates ## Integrations (8 total) - Comm-unity - Fiserv - Jive - Microsoft Outlook - Nextiva - QuoteRush - TurboRater - Vonage Business Communications ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base Software - Phone Support - Chat ## Category - [Insurance Software](https://www.getapp.ca/directory/664/insurance/software) ## Alternatives 1. [ePayPolicy](https://www.getapp.ca/software/163719/epaypolicy) — 4.9/5 (247 reviews) 2. [Jenesis Software](https://www.getapp.ca/software/120315/jenesis-software) — 4.7/5 (283 reviews) 3. [Applied Epic](https://www.getapp.ca/software/122115/applied-epic) — 4.2/5 (141 reviews) 4. [EZLynx](https://www.getapp.ca/software/122419/ezlynx) — 3.7/5 (73 reviews) 5. [HawkSoft CMS](https://www.getapp.ca/software/2058127/hawksoft-cms) — 4.5/5 (64 reviews) ## Reviews ### "Works good, but still needs work" — 4.0/5 > **Martin** | *June 2, 2020* | Insurance Software | Recommendation rating: 8.0/10 > > **Pros**: I really like being able to handle my clients information easily. If they call, I can look stuff up very fast and determine our last conversation and the steps moving forward. > > **Cons**: There are times where things don't work as efficient as I would think. I think the box on the left for managing tasks, should be able to be minimized when working on something. I don't think it needs to be open all the time. I think the quotes done on ITC should automatically transfer to the Matrix when quoted and marked under "Quote Received" or something showing the notes from ITC. I think when I need to speak to someone at Matrix, it should be easier to get ahold of someone. I asked twice in two different ways for a call regarding the steps to upgrading to a higher tier and no one called or emailed me back. When I am putting in a new client, a popup will say "there may be another client in the system with this info" but it doesn't tell who it is. I think it should. I should be able to text and email people directly from their profile and have it show up on Notes tab or a new tab labeled emails/texts. > > I think it's a great product, but is a work in progress. I can't imagine working without it, but some days it is a hassle. When updates are done, it makes the site unusable. I recommend having a backup site that works the same as the current updated version of Matrix. When updating to a newer version, you should direct the link to the website to the backup until the newer version is updated. ----- ### "Offers a lot of useful features" — 4.0/5 > **Brittany** | *January 19, 2021* | Insurance Software | Recommendation rating: 7.0/10 > > **Pros**: This system offers a lot of great features to help with ease day to day tasks and offers a lot of great management and marketing functions. I like how you have the ability to integrate the system with other systems we use day to day to help eliminate extra work and making things more streamline. The email blasts are a great marketing features to use and helps with prospecting. I also like the ability to track and manage employee sales and commissions. I also really like the availability of training videos on the site. > > **Cons**: It can be very complex with the set up of the system and really getting familiar with all of the features offered on the site and to really get the most out of what's offered. > > Overall my experience has been great with the system. It has taken a little time and practice to really get comfortable with the system but any time I've had to reach out to customer service with an issue, they have been very quick to assist and usually are able to resolve any issue I have. ----- ### "Best practices, Reports & Videos." — 3.0/5 > **ANTONIO** | *June 2, 2020* | Insurance Software | Recommendation rating: 7.0/10 > > **Pros**: Initial Price vs benefit was great. As it has evolved, new features have come handy. Visual Agent / Automatic Marketing is a time saver big time, as long as its correctly set up. When not properly setup, lots of complains can come our way. > > **Cons**: Lots of updates and new features were being released, not much training to keep us up with them. We had to learn most of them by Try \& error, and we may still not have mastered all features. It lacks of some preset templates for agents / mangers / CSR based on most common configurations (best practices) with the option to add or remove permissions. We should be able to modify what the dashboard view and source of information, currently does not give information as relevant as expected. Reports name and descriptions are really confusing and set expectations that are not met by them. > > Tool is useful, Training about its features or best practices should help its overall experience, as of now, for me its a get to know tool. Suggestion, Training videos must be updated + a new stream of videos not for training, but best practices, similar to what used to be done with Within the Matrix videos, but with based on common best practices like reporting combinations or automated marketing recommendations to light up the creativity on the end user's needs. ----- ### "Could use some help~" — 4.0/5 > **Robyn** | *December 6, 2022* | Telecommunications | Recommendation rating: 6.0/10 > > **Pros**: Tracking features are quite useful to see how much business each AE is pitching. > > **Cons**: It is not that easy to use, often times we need to put in information more than once before the system displays the information. > > I feel they could make some upgrades that makes it faster and easier to use for Account Executives. ----- ### "Great simple to use system" — 4.0/5 > **James** | *June 2, 2020* | Insurance Software | Recommendation rating: 8.0/10 > > **Pros**: I like its simplicity however some of that has gone away as its grown. its a great digital file cabinet for clients files. Its priced great. It should be the first management system used by any new agency. > > **Cons**: new updates are not great. they add extra steps. The new task system isn't as good as the prior version, the new notes updates now has extra required fields and extra steps. I really wish the downloads sysem had an undo button. > > Great system and great service with good helpful employees. Its not a big giant system just a good easy to use system that does most task a smaller agency would need.' ----- Page: 1 / 5\ Next: [Next page](https://www.getapp.ca/software/9381/agency-matrix?page=2) ## Links - [View on GetApp](https://www.getapp.ca/software/9381/agency-matrix) ## This page is available in the following languages | Locale | URL | | de | | | de-AT | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-CL | | | es-CO | | | es-MX | | | fr | | | fr-BE | | | fr-CA | | ----- ## Structured Data