--- title: Agency Matrix Reviews meta\_title: 'Agency Matrix Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 26 reviews by the users' company size, role or industry to find out how Agency Matrix works for a business like yours. aggregate\_rating: rating\_value: 3.6 review\_count: 26 scale: '5' date\_modified: '2026-08-07' parent\_category: name: Insurance url: https://www.g2.com/categories/insurance --- ### Agency Matrix Pros and Cons: Top Advantages and Disadvantages #### Quick AI Summary Based on G2 Reviews Generated from real user reviews Users value the **secure and organized data management** provided by Agency Matrix for client information. [(1 mentions)](https://www.g2.com/products/zywave-agency-matrix/reviews?filters%5Bsentiment_snippet%5D=1963878&qs=pros-and-cons#reviews) Users value the **secure and organized management** of client information offered by Agency Matrix. [(1 mentions)](https://www.g2.com/products/zywave-agency-matrix/reviews?filters%5Bsentiment_snippet%5D=1963874&qs=pros-and-cons#reviews) ### Top Pros or Advantages of Agency Matrix ##### 1. Data Management Users value the **secure and organized data management** provided by Agency Matrix for client information. [ See 1 mentions ](https://www.g2.com/products/zywave-agency-matrix/reviews?filters%5Bsentiment_snippet%5D=1963878&qs=pros-and-cons#reviews) See Related User Reviews ![JOSSY F.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "JOSSY F.") JF JOSSY F. Small-Business (50 or fewer emp.) 5.0/5 "Organized platform and very secured!" What do you like about Agency Matrix? It keeps clients information safe and very organized. ##### 2. Organization Users value the **secure and organized management** of client information offered by Agency Matrix. [ See 1 mentions ](https://www.g2.com/products/zywave-agency-matrix/reviews?filters%5Bsentiment_snippet%5D=1963874&qs=pros-and-cons#reviews) See Related User Reviews ![JOSSY F.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "JOSSY F.") JF JOSSY F. Small-Business (50 or fewer emp.) 5.0/5 "Organized platform and very secured!" What do you like about Agency Matrix? It keeps clients information safe and very organized. ## Top-Rated Alternatives [ ![AMS360](https://images.g2crowd.com/uploads/product/hd_favicon/bbb16da3ceba36f13a603bce0de7796b/ams360.svg "AMS360") AMS360 4.3/5(968) ](https://www.g2.com/products/ams360/reviews) [ ![EZLynx](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_09b4044977e90264fea40d3a76237dcc/ezlynx-ezlynx.png "EZLynx") EZLynx 4.4/5(722) ](https://www.g2.com/products/ezlynx-ezlynx/reviews) [ ![Applied Epic](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_637d6a3179f04c22c82f6327a286b6ad/applied-epic.png "Applied Epic") Applied Epic 4.4/5(1,800) ](https://www.g2.com/products/applied-epic/reviews) [ View All Alternatives ](https://www.g2.com/products/zywave-agency-matrix/competitors/alternatives) ![D B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "D B.") DB D B. Agency Owner Small-Business (50 or fewer emp.) 5/11/2026 "Agency Matrix...a waste of your time and monetary resources." 0/5 What do you like best about Agency Matrix? It’s easy to use for managing personal lines contacts, but it feels bulky, and the policy coverage-building features haven’t been updated since I started using it in 2019. Building policies isn’t very intuitive, and the overall workflow could be smoother. Review collected by and hosted on G2.com. What do you dislike about Agency Matrix? Support continues to decline while offers from ZYWAVE to get you to buy mor services increases. This is a legacy product in ZYWAVES line of products and receives little to no attention on programming upkeep. Its one the worst investment choices I have made with my agency. Review collected by and hosted on G2.com. What problems is Agency Matrix solving and how is that benefiting you? Agency Matrix solves very little when it comes to problems. Agency Matrix does however excel in creating problems for any agency. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![JOSSY F.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "JOSSY F.") JF JOSSY F. AGENT Small-Business (50 or fewer emp.) 11/14/2024 "Organized platform and very secured!" 5/5 What do you like best about Agency Matrix? It keeps clients information safe and very organized. Review collected by and hosted on G2.com. What do you dislike about Agency Matrix? No downsides from my side. I love this platform Review collected by and hosted on G2.com. What problems is Agency Matrix solving and how is that benefiting you? Keeing clients information safe, being more organiced, and definately being more exited about working when the information is clear. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Yash C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Yash C.") YC Yash C. Small-Business (50 or fewer emp.) 3/17/2024 "Insurance Pro - Your most trusted partner" 3.5/5 What do you like best about Agency Matrix? 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. What do you dislike about Agency Matrix? 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. What problems is Agency Matrix solving and how is that benefiting you? Insurance Pro is making the Insurance management simple so that reaching to new services & agencies. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite JM jodi m. Small-Business (50 or fewer emp.) 5/31/2023 "Great one stop for accessing records, user friendly" 3/5 What do you like best about Agency Matrix? Ability to access all records in one stop, rather than opening differnt tabs Review collected by and hosted on G2.com. What do you dislike about Agency Matrix? Seems to have many gliches when trying to open mulitiple clients Review collected by and hosted on G2.com. What problems is Agency Matrix solving and how is that benefiting you? Multi tasking and utilzing the information all in one spot rather than multiple places Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite AR Alisha R. Small-Business (50 or fewer emp.) 2/14/2023 "Great Business Software" 5/5 What do you like best about Agency Matrix? It is very user-friendly. Very easy to navigate through the screens. Review collected by and hosted on G2.com. What do you dislike about Agency Matrix? Takes a long time to load sometimes. Screen sometimes will freeze. Review collected by and hosted on G2.com. What problems is Agency Matrix solving and how is that benefiting you? Nothing at the moment. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite MK michele k. insurance agent Small-Business (50 or fewer emp.) 11/15/2022 "dislike matrix" 0.5/5 What do you like best about Agency Matrix? ability to search by first name first, other than that, not great Review collected by and hosted on G2.com. What do you dislike about Agency Matrix? 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. What problems is Agency Matrix solving and how is that benefiting you? no idea, we are not with them anymore Review collected by and hosted on G2.com. Show More 12/6/2022 Validated ReviewerIncentivizedSource: G2 invite ![Allegra B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Allegra B.") AB Allegra B. E Small-Business (50 or fewer emp.) 8/24/2021 "Easy-to-Use but glitchy" 3.5/5 What do you like best about Agency Matrix? It has a very small learning curve for basic users. Review collected by and hosted on G2.com. What do you dislike about Agency Matrix? 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. What problems is Agency Matrix solving and how is that benefiting you? My company uses Agency Matrix to store our client data, including profile information and different policies from various insurance carriers. Some of the benefits include offering hyperlinks where you can click on a policy number that will take you to the login screen of that carrier, texting clients from the system to avoid giving out employee cell phone numbers, and the ease of manually adding clients and policies. Review collected by and hosted on G2.com. Show More 2/25/2022 Current UserValidated ReviewerIncentivizedSource: G2 invite ![Verified User in Insurance](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Insurance") UI Verified User in Insurance Small-Business (50 or fewer emp.) 5/13/2022 "AgencyMatrix Review" 0.5/5 What do you like best about Agency Matrix? The layout of the webpage and the color scheme Review collected by and hosted on G2.com. What do you dislike about Agency Matrix? 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. What problems is Agency Matrix solving and how is that benefiting you? Because the program was not user-friendly we switched to another product. Review collected by and hosted on G2.com. Show More 8/11/2022 Validated ReviewerIncentivizedSource: G2 invite ![Heather A.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Heather A.") HA Heather A. owner Small-Business (50 or fewer emp.) 11/30/2021 "AGENCY MATRIX REVIEW" 3.5/5 What do you like best about Agency Matrix? TH E EASE OF MAKING CHANGES AND ENTERING INFO Review collected by and hosted on G2.com. What do you dislike about Agency Matrix? TECHNICAL DIFFICULTIES THE COMPANY HAS ON THE BACK END. Review collected by and hosted on G2.com. Recommendations to others considering Agency Matrix: THERE ARE STILL ISSUES I AM HAVING MAKING THE COMMISSION REPORTING WORK AND THE DOWNLOADS SOMETIMES COME IN AND HAVE TO BE CORRECTED. THEY CLAIMED THAT THEY WOULD HAVE MORE COMPANIES TO PARTICIPATE WITH DOWNLOADS AND RATER BUT NOTHING HAS OCCURED SINCE I SIGNED UP Review collected by and hosted on G2.com. What problems is Agency Matrix solving and how is that benefiting you? I DON'T HAVE ANY PROBLEMS THAT I AM SOLVING Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite EG Ever G. Office Manager Small-Business (50 or fewer emp.) 9/1/2021 "Terrible - Stay Away!!!" 0/5 What do you like best about Agency Matrix? 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. What do you dislike about Agency Matrix? 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. Recommendations to others considering Agency Matrix: I have none - shop around - you can do better!! Review collected by and hosted on G2.com. What problems is Agency Matrix solving and how is that benefiting you? I am solving less problems than they are creating by being an awful management system with terrible support Review collected by and hosted on G2.com. 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