Trust
Security & compliance
The vendor hasn’t added security or compliance details yet.
Insurance agency management system with policy, commission, and customer management.
Pricing
From $69 / mo
Founded
1996
Team size
51-200 employees
Headquarters
Lewisville, TX
About Agency Matrix
Agency Matrix is an insurance agency management system for independent property & casualty insurance agencies. It centralizes client and policy data, document management, automated reminders/follow-ups, accounting, texting, and reporting to run day-to-day agency operations. It is aimed at small to mid-size insurance agencies.
Buyer Fit & Positioning
Procurement & Fit
Structured facts from the vendor to help your security, finance, and procurement reviews move faster.
Pricing
Commercial model
Pricing model: Tiered plans
Free trial: No
Free plan: No
Contract minimum: Not specified
Procurement
Purchasing & legal
The vendor hasn’t added purchasing & legal details yet.
Fit
Best-fit company size
Company-size fit has not been specified yet.
Implementation & Procurement
Commercial Fit & Ecosystem
Proof, Outcomes & Momentum
Alternatives, Migration & Buyer Objections
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Agency Matrix
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