Brittany C.
BC
Brittany C.
Insurance Agent
Insurance
Small-Business (50 or fewer emp.)
"Twin Turbskies"
4.5/5
What do you like best about Agency Matrix?

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.

What do you dislike about Agency Matrix?

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.

Paul C.
PC
Paul C.
Principal
Small-Business (50 or fewer emp.)
"Agency Matrix Review"
4/5
Verified User in Insurance
AI
Verified User in Insurance
Small-Business (50 or fewer emp.)
"Management System"
5/5
What do you like best about Agency Matrix?

Extremely user-friendly, easy to navigate, and every client and file is at your fingertips. Review collected by and hosted on G2.com.

What do you dislike about Agency Matrix?

Inability to navigate back and forth between clients without having to open a new tab on the web. Review collected by and hosted on G2.com.

HL
Henry L.
Marketing Manager
Small-Business (50 or fewer emp.)
Business partner of the seller or seller's competitor, not included in G2 scores.
"Searching for a solution"
5/5
What do you like best about Agency Matrix?

Flexibility and usability and ease of use Review collected by and hosted on G2.com.

What do you dislike about Agency Matrix?

I have not viewed it yet so i am unable to comment on any dislikes Review collected by and hosted on G2.com.

Crystal S.
CS
Crystal S.
Agent
Small-Business (50 or fewer emp.)
"Awesome Accurate Rater"
4.5/5
What do you like best about Agency Matrix?

The rates are accurate and the rater is simple to use. Review collected by and hosted on G2.com.

What do you dislike about Agency Matrix?

Not all company rates are available on the rating software. Review collected by and hosted on G2.com.

Brooke M.
BM
Brooke M.
Insurance Agent
Small-Business (50 or fewer emp.)
"AccuAgency is a simple way to quote many companies at one time."
4.5/5
What do you like best about Agency Matrix?

I love how I am able to compare all of the companies we write for under one domain. Having each of the prices in a list (from least to greatest) makes the process so much easier. The technology is so advanced as well. It can automatically pull if a vehicle has a salvaged title or not, which is awesome, because we have some companies that will not write those type of vehicles. Review collected by and hosted on G2.com.

What do you dislike about Agency Matrix?

As with any software, there are always hiccups. However, there really is not much that I dislike about AccuAgency. I think they only thing I can think of is that you can only quote up to 4 vehicles on one quote. This day in age people have several vehicles so it makes it difficult if your quoting a family of 4 that owns 5 vehicles. Review collected by and hosted on G2.com.

Verified User in Insurance
UI
Verified User in Insurance
Mid-Market (51-1000 emp.)
"Great features available"
4.5/5
What do you like best about Agency Matrix?

The software is very much easy to use. They provide amazing customer support. A lot of feature are available which makes the software worth buying. The software is also provided with video instructions. Review collected by and hosted on G2.com.

What do you dislike about Agency Matrix?

I haven't found anything to dislike about the software in my experience but its price is high. Review collected by and hosted on G2.com.

Verified User in Insurance
UI
Verified User in Insurance
Mid-Market (51-1000 emp.)
"INSURANCEPRO GIVES YOU A COMPETITIVE EDGE!"
5/5
What do you like best about Agency Matrix?

It helps in keeping up with policyholder renewals and new business. It gives you a heads up a good week before the policy is due to expire so that there is no lapse in coverage. It's also helpful In keeping up with new business and potential clients. You can build your brand and your business with help from this program. Review collected by and hosted on G2.com.

What do you dislike about Agency Matrix?

There is not a lot that I did not like. This program has everything you need to run a successful agency. Review collected by and hosted on G2.com.

ES
Emily s.
Licensed Representative
Small-Business (50 or fewer emp.)
"AccuAgency"
5/5
What do you like best about Agency Matrix?

I like the fact that all the carriers I write for are in there and pull the best rate. Review collected by and hosted on G2.com.

What do you dislike about Agency Matrix?

I dislike when it doesn’t pull some carriers. Review collected by and hosted on G2.com.

Verified User in Insurance
UI
Verified User in Insurance
Small-Business (50 or fewer emp.)
"great management software"
5/5
What do you like best about Agency Matrix?

easy to post payments and to keep up with all of agency Review collected by and hosted on G2.com.

What do you dislike about Agency Matrix?

nothing that can think of just a great software Review collected by and hosted on G2.com.