Agency Matrix
Reviews
Star rating
Rank in Insurance Agency Management Systems
Pros and cons
Pros
- Organization
- Data Management
Cons
Traffic & LLM citations
Source: G2 review data
Winning from
Losing to
Key stats
Adoption by company size
| Segment | Share of reviews |
|---|---|
| Small Business | 84.0% |
| Mid-Market | 12.0% |
| Enterprise | 4.0% |
Quarterly history
| Quarter | Reviews | Star rating |
|---|---|---|
| 2024 Q4 | 1 | 5.0 |
| 2026 Q2 | 1 | 0.0 |
Satisfaction ratings
What reviewers say
Agency Matrix...a waste of your time and monetary resources.
“It’s easy to use for managing personal lines contacts, but it feels bulky, and the policy coverage-building features haven’t been updated since I started using it in 2019. Building policies isn’t very intuitive, and the overall workflow could be smoother.”
Insurance Pro - Your most trusted partner
“Insurance Pro is helping by providing services to carriers, agencies & PEOs. Also Insurance pro delivers high quality underwriting with processing. They have simple user interface.”
Great one stop for accessing records, user friendly
“Ability to access all records in one stop, rather than opening differnt tabs”