G2 Vendor Directory

AIM vs. Agency Matrix

A side-by-side comparison based on G2 review data.

MetricAIM

by Vertafore

Agency Matrix

by Zywave

Overall rating3.83.6
Review count1826
Ease of use7.78.0
Ease of setup7.18.4
Quality of support8.67.9
Meets requirements9.07.9
NPS5.55555628
Small Business50.0%84.0%
Mid-Market50.0%12.0%
Enterprise0.0%4.0%
Total page views188154
Total LLM citations306757

AIM

For over 50 years, Vertafore, the leader in modern insurance technology, has been modernizing and simplifying insurance distribution so that our customers can focus on what matters most: people. Agencies, MGAs, and carriers rely on Vertafore solutions to provide end-to-end connectivity, improve client and agent experience, unlock the power of data, and streamline essential workflows to drive efficiency, productivity, and profitability for independent agencies and carriers.

Pros

  • Accounting Features
  • Ease of Use
  • Accounting
  • Helpful
  • Customer Support
  • Organization

Agency Matrix

Agency Matrix is an agency management system (AMS) built for personal lines insurance agencies — from single-office shops to growing multi-location operations. It manages policies, automates client communication, connects directly to carriers for data downloads, and runs your agency's accounting, all in one browser-based platform. Personal lines insurance is a volume business. The agencies that win are the ones that handle more clients, more renewals, and more touchpoints without burning out their team.

Pros

  • Organization
  • Data Management