--- description: Learn more about Agency Matrix price, benefits, and disadvantages for businesses in South Africa. Read reviews from verified users and discover similar tools. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: Agency Matrix Price, Reviews & Features - Capterra South Africa 2026 --- Breadcrumb: [Home](/) > [Insurance Agency Software](/directory/20035/insurance-agency/software) > [Agency Matrix](/software/50949/agency-matrix) # Agency Matrix Canonical: https://www.capterra.co.za/software/50949/agency-matrix Page: 1 / 5\ Next: [Next page](https://www.capterra.co.za/software/50949/agency-matrix?page=2) > Agency Matrix helps personal lines agencies streamline tasks, boost efficiency, and manage more clients. > > Verdict: Rated **3.7/5** by 104 users. Top-rated for **Likelihood to recommend**. ----- ## Overview ### Who Uses Agency Matrix? Independent insurance agencies and brokers in the United States. ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **3.7/5** | 104 Reviews | | Ease of Use | 3.6/5 | Based on overall reviews | | Customer Support | 3.4/5 | Based on overall reviews | | Value for Money | 3.7/5 | Based on overall reviews | | Features | 3.4/5 | Based on overall reviews | | Recommendation percentage | 60% | (6/10 Likelihood to recommend) | ## About the vendor - **Company**: Zywave - **Location**: Milwaukee, US - **Founded**: 1995 ## Commercial Context - **Pricing model**: Per User - **Pricing Details**: Please contact Zywave for pricing details. - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1 000, 1 001–5 000, 5 001–10 000, 10 000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile) - **Supported Languages**: English - **Available Countries**: United States ## Features - Commission Management - Contact Management - Document Management - Insurance Policy Management - Policy Management - Quotes/Estimates ## Integrations (8 total) - Comm-unity - Fiserv - Jive - Microsoft Outlook - Nextiva - QuoteRush - TurboRater - Vonage Business Communications ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - Chat ## Category - [Insurance Agency Software](https://www.capterra.co.za/directory/20035/insurance-agency/software) ## Alternatives 1. 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Programming team is sub par at best, no SQL support and very hard to get htem on the phone > > wasted a decade of my agency time with this. We were better of staying witht he acord only system we had. The new owners DO not support this product and have not made any changes / updates... DONT waster your time ----- ### "Leaving Matrix" — 3.0/5 > **Kaitlyn** | *25 September 2024* | Insurance | Recommendation rating: 0.0/10 > > **Pros**: I liked that it was web based. The main client screens are easy to understand. > > **Cons**: The slowness when opening attachments, sending emails looked very funny from the system and we never utilized it, turbo rater was awful to use with the system. Originally, we were told it had Progressive on their rater for Minnesota and they did not. We were lied to. They only had Wisconsin Progressive, not the easiest to do certificates. Not the easiest to do commissions. Also, not a lot of companies downloaded into their system, nor did they download in attachments to client files. > > Not very happy with them. The system slowness of opening attachments, not getting training for certain aspects like commissions or certificates. Had to learn a lot on our own or try to reach out to people. They should have a lot more training up front. Also, price discrepancy when we asked for our data extraction to leave. They want $2500. We were told from another agency they only charged $500. I personally would spend the extra money and go to another platform. ----- ### "Not a good agency management program" — 2.0/5 > **Chris** | *06 April 2023* | Insurance | Recommendation rating: 0.0/10 > > **Pros**: not much of anything- the single most useless insurance agency management program I have seen in 30 years in the insurance industry. > > **Cons**: Everything\! Our conversion from Insurance Pro to Agency matrix changed every date of birth in every file to Jan 1, 1901, nothing was done on Zywave part to correct that. It did NOT bring any coverage information from Insurance Pro, we had to update every policy by hand. We have one customer with multiple policies, in Insurance Pro you typed in the policy number and got that policy. Agency Matrix you type in the policy number and get EVERY POLICY written for that client. Even their scanning system is awkward, we quit using it and scan with the computer then drag and drop the attachments, then Agency Matrix stores them all under the client name, not under the individual policy. Tech support is horrible, they NEVER answer the phone and usually we wait several hours for a call back and then, most of the time it's either 'it won't do that', 'we'll check in to that and call back (They never do call back)' or they try to blame in on the insurance company rather than accept their responsibility for the way the program works. > > The single worst agency management program I've found in 30 years of the insurance industry\! We spent most of the year correcting errors and/or omissions during the conversion process. ----- ### "It does downloads and clock in/ clock out features." — 2.0/5 > **Jorge** | *11 January 2018* > > **Cons**: Customer service is horrible. They will ask you to follow the video instructions provided with the software which is bad enough but then to top it off the video's are out of date to the point that you cannot follow them along, so then you email their support team and they either ignore you, provide a false answer or say they will reach out to you but never do that either. > > Nothing truly special about this software other than the lower priced entry point compared to other management systems and their mobile friendliness isn't very friendly since the software is cut off. If money is not a major concern and you know you will be spending a good chunk of mooney on this type of system anyway, stay away from agency matrix ----- ### "Current user" — 5.0/5 > **Mark** | *02 June 2020* | Insurance | Recommendation rating: 8.0/10 > > **Pros**: The overall system is fairly easy to use. There are some functions that are user friendly. You would hope that the systems would work much like the usual systems business people are used to in daily business. > > **Cons**: The fact that the email and custom letter features are not compatible with usual business systems like Outlook or Word makes it difficult. A great deal of repetitive entry. Drop down boxes that do not relate to what you would think multiple entries to get to the system to work. > > It is better than what we had but not as good as what I had hoped for ----- Page: 1 / 5\ Next: [Next page](https://www.capterra.co.za/software/50949/agency-matrix?page=2) ## Links - [View on Capterra](https://www.capterra.co.za/software/50949/agency-matrix) ## This page is available in the following languages | Locale | URL | | de | | | de-AT | | | de-CH | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-IL | | | en-IN | | | en-NZ | | | en-SG | | | en-ZA | | | fr | | | fr-BE | | | fr-CA | | | fr-LU | | | pt | | | pt-PT | | ----- ## Structured Data