G2 Vendor Directory

Agency Matrix vs. InsuredMine

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

MetricAgency Matrix

by Zywave

InsuredMine

by InsuredMine

Overall rating3.64.7
Review count2616
Ease of use8.09.8
Ease of setup8.49.6
Quality of support7.99.8
Meets requirements7.99.6
NPS2887.5
Small Business84.0%100.0%
Mid-Market12.0%0.0%
Enterprise4.0%0.0%
Total page views154365
Total LLM citations7571,083

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

InsuredMine

InsuredMine is a digital platform of integrated Technologies enabling Independent Agents & Carriers to offer Omni-channel experience to their clients. This helps them grow their business by converting more leads, engagement with more contacts, and retaining clients longer. The platform’s features include: CRM for Insurance Agents, Task Manager, Goal Management, Dashboard – Charts, widgets & KPI, Marketing Automation, Sales & Service Pipeline, Opportunities Management, Chat via App & Text, Google Reviews, Insurance Wallet Mobile App .

Pros