15 anos ajudando empresas brasileiras
a escolherem o melhor software

Conheça Agency Matrix

A Agency Matrix é a empresa de tecnologia baseada na nuvem mais acessível do mercado. Com as principais corretoras de seguros independentes da atualidade e com tecnologia de ponta, a empresa está comprometida em oferecer soluções de software de gestão de agências que ajudem você a atingir os objetivos comerciais.

Quem usa Agency Matrix?

Corretoras de seguros independentes.

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As barras de classificação verdes mostram o produto vencedor com base na nota média e no número de avaliações.

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Avaliações do Agency Matrix

Pontuação média

Geral
3,7
Praticidade
3,7
Atendimento ao cliente
3,4
Recursos
3,4
Relação qualidade/preço
3,8

Avaliações por tamanho de empresa (funcionários)

  • <50
  • 51-200
  • 201-1.000
  • >1.001

Encontre avaliações segundo pontuações

5
38%
4
28%
3
13%
2
10%
1
11%
Mark
owner, EUA
Seguros, 2–10 funcionários
Usou o software para: Mais de um ano
Fonte da avaliação

Current user

5,0 há 4 anos

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

Vantagens:

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.

Desvantagens:

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.

Resposta do Zywave

há 4 anos

Hi Mark, Thank you for your review. Your feedback is very important to us. Your feedback about compatibility issues have been passed along to our product team. We would love the opportunity to help resolve any issues you may be having. Would you like a technical support representative to reach out?

Annette
Agent/owner, EUA
Seguros, 2–10 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Good Value

5,0 há 4 anos

Comentários: 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.

Vantagens:

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

Desvantagens:

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.

Resposta do Zywave

há 4 anos

Hi Annette, Thank you for your review.. Your feedback is very important to us. Your concerns have been passed on to our product team. Are there any additional questions or concerns that you might have? If so, we would love the opportunity to address them as soon as possible. Would you like a customer support representative to reach out to you?

Jacob
Insurance Agent, EUA
Seguros, 2–10 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação
Fonte: SoftwareAdvice

NOT FOR PROFESSIONALS

3,0 há 3 meses

Comentários: In the beginning, Agent Matrix was good and agent-focused. After a few years, ITC purchased the company and the updates/upgrades began. They would roll them out before testing, so agents would suffer features not working, new bugs continuously popping up, and the system being down for hours and sometimes days. Then, in 2022/2023, Zywave bought ITC and their companies. That's when the outages stopped, but the upgrades/updates became so much more frequent, and they no longer care about their clients or the business of their clients. For example, today is 03/18/24, and this morning, we received a message from Zywave that the system will be offline on 3/19/24 from 11am-3pm. ON A TUESDAY IN THE MIDDLE OF THE DAY! There's no way to run an agency when you are at the mercy of a company that doesn't answer to their actions but makes sure to call you ONLY when your payment doesn't go through.

Vantagens:

The system is cloud-based and works fast compared to our old system.

Desvantagens:

No customer service no management to speak with, ever constantly going down constantly under maintenance perform maintenance in the middle of the workday

ROBERTA
Office Manager, EUA
Seguros, 2–10 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Alternativas consideradas anteriormente:

Best Agency Management we have used!!

5,0 há 4 anos

Comentários: 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.

Vantagens:

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

Desvantagens:

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

Resposta do Zywave

há 4 anos

Hi Roberta, Thank you for your review! We appreciate your feedback. We are pleased that you are happy with Agency Matrix! Please let us know if we can do anything to help!

Chad
Agency Owner, EUA
Seguros, 2–10 funcionários
Usou o software para: 1 a 5 meses
Fonte da avaliação

Alternativas consideradas anteriormente:

Great Value and Solid Features

4,0 há 5 anos

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

Vantagens:

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.

Desvantagens:

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.

Resposta do Zywave

há 5 anos

Hi, Chad. Thank so much for your review! We've been concentrating for the past several months on making the ACORDs process the best it could be, for both personal and commercial users. It's always nice to hear that our efforts are paying off!

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