G2 Vendor Directory

Agency Matrix vs. AIM

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

MetricAgency Matrix

by Zywave

AIM

by Vertafore

Overall rating3.63.8
Review count2618
Ease of use8.07.7
Ease of setup8.47.1
Quality of support7.98.6
Meets requirements7.99.0
NPS285.555556
Small Business84.0%50.0%
Mid-Market12.0%50.0%
Enterprise4.0%0.0%
Total page views154188
Total LLM citations757306

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

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