# Agency Matrix vs AgencySmart Comparison

| | Agency Matrix | AgencySmart | 
|---|---|---|
| **Star Rating** | 3.6 out of 5 | 4.8 out of 5 | 
| **Total Reviews** | 26 | 39 | 
| **Largest Market Segment** | Small-Business (83.3% of reviews) | Small-Business (94.7% of reviews) | 
| **Entry Level Price** | No pricing available | $49.00 | 

---
## Top Pros & Cons

### Agency Matrix

Pros:
- Data Management (1 reviews)
- Organization (1 reviews)


### AgencySmart

Pros:
- Ease of Use (3 reviews)
- Training Support (2 reviews)

Cons:
- Data Entry Issues (2 reviews)
- Manual Editing Difficulty (1 reviews)

---
## Ratings Comparison
| Rating | Agency Matrix | AgencySmart | 
|---|---|---|
  | **Meets Requirements** | 7.5 (18 reviews) | 9.8 (27 reviews) | 
  | **Ease of Use** | 7.7 (18 reviews) | 9.8 (28 reviews) | 
  | **Ease of Setup** | 8.1 (7 reviews) | 9.5 (18 reviews) | 
  | **Ease of Admin** | 8.3 (6 reviews) | 9.5 (18 reviews) | 
  | **Quality of Support** | 7.5 (18 reviews) | 9.6 (31 reviews) | 
  | **Has the product been a good partner in doing business?** | 7.5 (6 reviews) | 9.9 (18 reviews) | 
  | **Product Direction (% positive)** | 6.8 (18 reviews) | 10.0 (27 reviews) | 

---
## Pricing

### Agency Matrix

#### Entry-Level Pricing

No pricing available

#### Free Trial

No information available

### AgencySmart

#### Entry-Level Pricing

Plan: Basic Quoting

Price: $49.00

Description: 30-Day Free Trial Available
($44 for NAHU Members)

Key Features:
- Unlimited Quotes
- Renewal Notification Dashboard
- Carrier Plan Designs & SBCs

[Browse all 13 editions](https://www.g2.com/products/agencysmart/pricing)

#### Free Trial

Yes

---
## Features Comparison By Category

### Health Insurance Software

| Product | Score | Reviews |
|---|---|---|
| **Agency Matrix** | N/A | N/A |
| **AgencySmart** | 9.2/10 | 8 |

#### Platform Data

| Feature | Agency Matrix | AgencySmart | 
|---|---|---|
| **Platform Search** | Not enough data | 9.5 (7 reviews) | 
| **Dashboard** | Not enough data | 9.7 (6 reviews) | 
| **Alerts and Notifications** | Not enough data | 9.0 (7 reviews) | 

#### Platform Interoperability

| Feature | Agency Matrix | AgencySmart | 
|---|---|---|
| **Pre-Built Connectors** | Not enough data | Not enough data | 

#### Platform Additional Functionality

| Feature | Agency Matrix | AgencySmart | 
|---|---|---|
| **Cloud** | Not enough data | 9.7 (5 reviews) | 
| **Payment** | Not enough data | 7.7 (5 reviews) | 
| **Portal** | Not enough data | Not enough data | 

#### Platform Content

| Feature | Agency Matrix | AgencySmart | 
|---|---|---|
| **Automation** | Not enough data | 9.3 (5 reviews) | 

### Life & Health Insurance Agency Management

| Product | Score | Reviews |
|---|---|---|
| **Agency Matrix** | N/A | N/A |
| **AgencySmart** | 9.2/10 | 20 |

#### Platform Administration

| Feature | Agency Matrix | AgencySmart | 
|---|---|---|
| **Payment Processing** | Not enough data | Feature Not Available | 
| **Task Management** | Not enough data | 9.4 (17 reviews) | 
| **Email Integration** | Not enough data | 8.5 (17 reviews) | 
| **Sales Tools** | Not enough data | 8.8 (18 reviews) | 
| **Commissions** | Not enough data | 9.7 (17 reviews) | 
| **Accounting** | Not enough data | 9.2 (12 reviews) | 
| **Contact Management** | Not enough data | 9.6 (19 reviews) | 

#### Platform Basics

| Feature | Agency Matrix | AgencySmart | 
|---|---|---|
| **Reporting** | Not enough data | 9.5 (18 reviews) | 

#### Platform Documentation

| Feature | Agency Matrix | AgencySmart | 
|---|---|---|
| **Electronic Signature** | Not enough data | 8.5 (13 reviews) | 
| **Invoicing & Receipts** | Not enough data | Feature Not Available | 
| **Policy Management** | Not enough data | 9.8 (19 reviews) | 
| **Claims Management** | Not enough data | 8.6 (16 reviews) | 

### Insurance Agency Management Systems

| Product | Score | Reviews |
|---|---|---|
| **Agency Matrix** | 7.7/10 | 13 |
| **AgencySmart** | 9.3/10 | 8 |

#### Administration

| Feature | Agency Matrix | AgencySmart | 
|---|---|---|
| **Accounting** | 7.5 (6 reviews) | Not enough data | 
| **Contact Management** | 8.5 (11 reviews) | 9.5 (7 reviews) | 
| **Commissions** | 7.3 (5 reviews) | 9.7 (6 reviews) | 
| **Sales Tools** | 8.1 (8 reviews) | 9.5 (7 reviews) | 
| **Reporting & Dashboards** | 8.1 (9 reviews) | 10.0 (6 reviews) | 
| **Payment Processing** | Not enough data | Not enough data | 
| **Email Integration** | 7.8 (9 reviews) | 8.9 (6 reviews) | 
| **Task Management** | 7.6 (9 reviews) | 8.8 (7 reviews) | 

#### Insurance Documentation

| Feature | Agency Matrix | AgencySmart | 
|---|---|---|
| **Claims Management** | 6.0 (5 reviews) | Not enough data | 
| **Policy Management** | 7.5 (10 reviews) | 10.0 (7 reviews) | 
| **Invoicing & Receipts** | Not enough data | Not enough data | 
| **Electronic Signatures** | 8.1 (7 reviews) | 8.0 (5 reviews) | 

---
## Categories
**Shared Categories (1):** [Insurance Agency Management Systems](https://www.g2.com/categories/insurance-agency-management-systems)


**Unique to AgencySmart (3):** [Health Insurance Software](https://www.g2.com/categories/health-insurance-software), [Life Insurance Policy Administration Systems](https://www.g2.com/categories/life-insurance-policy-administration-systems), [Life & Health Insurance Agency Management Software](https://www.g2.com/categories/life-health-insurance-agency-management)


---
## Reviewer Demographics

### By Company Size

| Segment | Agency Matrix | AgencySmart | 
|---|---|---|
| **Small-Business** | 83.3% | 94.7% | 
| **Mid-Market** | 12.5% | 2.6% | 
| **Enterprise** | 4.2% | 2.6% | 

### By Industry

#### Agency Matrix

- **Insurance:** 70.8%
- **Automotive:** 8.3%
- **Political Organization:** 4.2%
- **Information Technology and Services:** 4.2%
- **Hospital & Health Care:** 4.2%
- **Graphic Design:** 4.2%
- **Accounting:** 4.2%

#### AgencySmart

- **Insurance:** 92.1%
- **Health, Wellness and Fitness:** 2.6%
- **Financial Services:** 2.6%
- **Airlines/Aviation:** 2.6%

---
## Alternatives

### Alternatives to Agency Matrix

- [AMS360](https://www.g2.com/products/ams360/reviews) — 4.3/5 stars (951 reviews)
- [EZLynx](https://www.g2.com/products/ezlynx-ezlynx/reviews) — 4.4/5 stars (715 reviews)
- [Applied Epic](https://www.g2.com/products/applied-epic/reviews) — 4.4/5 stars (1571 reviews)
- [QQCatalyst](https://www.g2.com/products/qqcatalyst/reviews) — 4.4/5 stars (653 reviews)
- [Jenesis](https://www.g2.com/products/jenesis/reviews) — 4.7/5 stars (155 reviews)
- [BenefitPoint](https://www.g2.com/products/benefitpoint/reviews) — 4.2/5 stars (125 reviews)
- [HawkSoft](https://www.g2.com/products/hawksoft/reviews) — 4.8/5 stars (84 reviews)
- [Sagitta](https://www.g2.com/products/sagitta/reviews) — 3.9/5 stars (91 reviews)
- [iLife Technologies](https://www.g2.com/products/ilife-technologies/reviews) — 4.7/5 stars (78 reviews)
- [Bridge Insure](https://www.g2.com/products/bridge-insure/reviews) — 4.6/5 stars (83 reviews)

### Alternatives to AgencySmart

- [NextAgency](https://www.g2.com/products/nextagency/reviews) — 4.8/5 stars (37 reviews)
- [AgencyBloc AMS+](https://www.g2.com/products/agencybloc-ams/reviews) — 4.7/5 stars (42 reviews)
- [Applied Epic](https://www.g2.com/products/applied-epic/reviews) — 4.4/5 stars (1571 reviews)
- [AMS360](https://www.g2.com/products/ams360/reviews) — 4.3/5 stars (951 reviews)
- [QQCatalyst](https://www.g2.com/products/qqcatalyst/reviews) — 4.4/5 stars (653 reviews)
- [EZLynx](https://www.g2.com/products/ezlynx-ezlynx/reviews) — 4.4/5 stars (715 reviews)
- [Jenesis](https://www.g2.com/products/jenesis/reviews) — 4.7/5 stars (155 reviews)
- [iLife Technologies](https://www.g2.com/products/ilife-technologies/reviews) — 4.7/5 stars (78 reviews)
- [HawkSoft](https://www.g2.com/products/hawksoft/reviews) — 4.8/5 stars (84 reviews)
- [BenefitPoint](https://www.g2.com/products/benefitpoint/reviews) — 4.2/5 stars (125 reviews)

---
## Top Discussions

### Agency Matrix

- Title: [What insurance company uses ITC Agency Matrix?](https://www.g2.com/discussions/what-insurance-company-uses-itc-agency-matrix) — 1 comment
  > **Top comment:** "I work for The Rice Insurance & Financial Group, which is an independent agency out of Richmond, VA. We use Agency Matrix. To my knowledge, there are lots of..."

### AgencySmart

- Title: [What is AgencySmart used for?](https://www.g2.com/discussions/what-is-agencysmart-used-for) — 1 comment *(includes official response)*
  > **Top comment:** "AgencySmart is the only true all-in-one agency management platform for insurance brokers and general agencies. We offer CRM, Quoting, Online Enrollment,..."

---
**Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/zywave-agency-matrix-vs-agencysmart)