Agency Matrix

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Deployment

WindowsWeb-based

Best for

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Overview

About Agency Matrix

Agency Matrix is the affordable agency management system that allows you to effectively manage your book of business, your staff and your office from anywhere.Originally launched in 2005, Agency Matrix is the fastest growing insurance management system on the market.

At a glance

Software information

Industries served, licensing and the support Agency Matrix provides.

Licensing

  • Monthly Payment

Support

  • Phone
  • Email
  • Live Chat
  • Online (Ticket)

Training

  • Help Guides
  • Blogs
  • Case Studies

Knowledge Base

  • Help Guides
  • Blogs
  • Case Studies
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Capabilities

Agency Matrix features

The full feature set, grouped by module.

Insurance Agency Software

  • Alerts/Reminders
  • Claims Management
  • Calendar & Task
  • Dashboard
  • Insurance Management
  • Life & Health
  • Policy Management
  • Property & Casualty
  • Track Profits

Plans

Agency Matrix pricing

Free Version
No
Payment Frequency
Monthly Payment

Media

Screenshots & video