Agency Matrix Reviews & Product Details

It keeps clients information safe and very organized. Review collected by and hosted on G2.com.

No downsides from my side. I love this platform Review collected by and hosted on G2.com.

Insurance Pro is helping by providing services to carriers, agencies & PEOs.

Also Insurance pro delivers high quality underwriting with processing.

They have simple user interface. Review collected by and hosted on G2.com.

Sometimes the Insurance Pro site gets hang.

They should add on more services to individuals.

Also, page speed should be improved so that users stays on the website. Review collected by and hosted on G2.com.

Ability to access all records in one stop, rather than opening differnt tabs Review collected by and hosted on G2.com.

Seems to have many gliches when trying to open mulitiple clients Review collected by and hosted on G2.com.

It is very user-friendly. Very easy to navigate through the screens. Review collected by and hosted on G2.com.

Takes a long time to load sometimes. Screen sometimes will freeze. Review collected by and hosted on G2.com.

ability to search by first name first, other than that, not great Review collected by and hosted on G2.com.

actions or activities or whatever they called them were not easily able to be sorted by policy. to create an application or form , you needed the form number, no search function. the process of creating a task to then be closed once complete did not work the same way as AMS, and it was not explained how this works. Review collected by and hosted on G2.com.

It has a very small learning curve for basic users. Review collected by and hosted on G2.com.

Every time the company runs an update to improve the system, it is practically unusable due to all of the glitches. Review collected by and hosted on G2.com.

The layout of the webpage and the color scheme Review collected by and hosted on G2.com.

This was not very user friendly. It was hard to navigate through the site and find what you are looking for. Review collected by and hosted on G2.com.

TH E EASE OF MAKING CHANGES AND ENTERING INFO Review collected by and hosted on G2.com.

TECHNICAL DIFFICULTIES THE COMPANY HAS ON THE BACK END. Review collected by and hosted on G2.com.

The fact that it allows you to manage a client's standard info - their contact info, preferences such as do not call/ text/ e-mail, etc.. Notes, comments, and alerts all come in handy! Tasks are also great.. Overall, the system has the basics needed to effectively handle a client's account.. On the commercial side - their Acord forms are helpful (if they would always populate).. The Certificate Holders information is also helpful.. (if there was a simple way to manage renewal COIs).. Review collected by and hosted on G2.com.

Everything about this system is glitchy.. Parts of it are just clunky - even down to the color scheme. That's aside from the point, though - the real issues are these:

In the case that the system is DOWN - which it is OFTEN - Agency Matrix could care less how long you are left in the lurch.. You call for an update and their response is "we're aware of it and cannot provide any turn-around time for when this will be fixed; it's being worked on" - this is by FAR one of the worst issues to boot... So if a client comes into your office, you're left unable to provide any COIs unless you download a fillable one online (which you'll then need to redo in the system once it's back up) and you also cannot provide them any idea when your systems will be back up...

More than once, the processing time was 10x slower than normal so that posting a note to an account took 30 minutes, instead of 3.. This was so inefficient and time-consuming!! It was driving my team mad!

Requests to speak to management go unheeded - no one gets back to you! So don't expect anyone to care about your agency if they've dropped the ball..

The Acords have glitches at times where you cannot save or download PDFs..

There is a feature where we can Email COIs to clients - many times, these emails do not reach clients - we have had to BCC management just to be sure these e-mails are in fact going out..

The system will log you out within what feels like 30 mins if not in use (we still operate with a lot of paper and in-house clients)

There was also a CYBER SECURITY BREACH in the past few months - I do NOT feel safe having Matrix handle our agency's information NOR our client's information!! This affected hundreds of their customers - and their customer's clients!!

I do NOT recommend this management system to anyone... In the process of switching them by the end of the year, if not sooner.. You spend so much time trying to catch up, it's a waste of time and energy! Find better than this!! Review collected by and hosted on G2.com.

I like that AccuAgency stores the documents to a "cloud" where you know for sure that they are not going to get lost in the abyss of your computers hard drive if it crashes. Review collected by and hosted on G2.com.

I dislike that the downloads are not more efficient. It creates more than one address, more than one client, more than one everything and indicates a mis-match for items that are clearly in there. Review collected by and hosted on G2.com.