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Agency Matrix is insurance agency management software offering affordable, easy agency management software with automation for busy agents. Founded in 2007 and based in Rancho Cucamonga, California, USA, Agency Matrix helps small independent agencies wanting simplicity manage policies, clients, servicing and sales in one platform.
Agency Matrix is built for small independent agencies wanting simplicity. It suits agencies that want policy and client management without manual processes and disconnected tools.
Compared with alternatives like Agency Matrix, Agency Matrix differentiates on policy and client management. Pricing is quote-based and scoped to your users and agency size.
Pricing Model
Quote-based
Starting Price
Contact vendor
Free Options
Free trial
Core Agency Matrix for a single agency. Contact for a quote.
Advanced Agency Matrix for larger agencies and networks. Contact for a quote.
| Feature | Agency Popular | Enterprise |
|---|---|---|
| policy and client management | , | |
| automated servicing and texting | , | |
| Carrier integrations | , | |
| Reporting | , | |
| Standard support | , | |
| Everything in Agency | , | |
| payments and reminders | , | |
| reporting | , | |
| Advanced analytics | , | |
| Priority support and onboarding | , |
Other
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Finance
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API Types
SDK Availability
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Developer Features
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Compliance Standards
SOC 2 Type II
EnterpriseISO 27001
EnterpriseGDPR Compliant
GlobalHIPAA
HealthcarePCI DSS
FinanceCCPA
PrivacyFedRAMP
GovernmentCSA STAR
CloudDeployment & Data
Data Residency Options
Verify with vendor for your specific region requirements.
Agency management system for independent agencies
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