Agency Matrix

About Agency Matrix

Agency Matrix is insurance agency management software. It brings together insurance, agency management and virtual employee in a single workspace, so day-to-day records, scheduling and billing stay in one system. In daily use, teams can coordinate work, follow up on time and keep client information current without juggling spreadsheets or paper files. The platform is built for non-technical teams, with guided setup, role-based access and support resources that help staff get value from the first week.

Agency Matrix key facts

• Category: Productivity & Notes
• Pricing: Paid — this directory does not list a free tier for it.
• Focus areas: insurance, agency management, virtual employee, automation
• Official site: agencymatrix.com

About the Productivity & Notes category

Notes, tasks, and project tools that keep you organized and focused. The Productivity & Notes category on Tools Hub currently lists 1578 tools. Alongside Agency Matrix, it includes QQCatalyst, Partner Platform Agency, AgencyPro Insurance, Jenesis Insurance.