Agency Matrix Testimonials

Ana Zavala Velox Insurance
Agency Matrix
Agency Matrix stood out to us because of their user-friendly software, and their support team is always available when you need them. We are happy to work with Agency Matrix, because they are here to grow with us.



Michael Trevino Trevco Insurance
Agency Matrix
Agency Matrix is one of the most robust management systems out there. They have helped us automate and streamline our business with virtual employee. I love how online based it is. If I'm on the go, I can always pull it up on my phone.



Juan Contreras Fase Insurance Group
Agency Matrix
With Agency Matrix's software we are able to focus on our customer retention and service. The system adapts to us and our needs so we can do what we need it to. No more lost time, thanks to Agency Matrix.



Mark Vitali All About Insurance
Agency Matrix
We are extremely proud to work with Agency Matrix. Their software allows us to better our company in accounting and sales. We have worked together to develop and create a program that worked within our environment. It's simple, affordable and a seamless product.



Kitty N. Baja Insurance
Agency Matrix
I love it because it is very user-friendly, it’s easy to use, and it is so easy to train our employees.

J Cannon Blue Horizon Insurance
Agency Matrix
After seeing how simple the task manager is, I started to use it. I think it is the best, most KISSED (keep it simple stupid) task manager I have ever used in all my years in the corporate world. It really helped me keep up with new client follow up tasks without sticky notes all over my desk and losing track of the client.

Archie G. 1 Stop Financial Services
Agency Matrix
As an agency owner, I look for certain traits in the agency management system my company is going to use. These include reliability, accuracy, cost, flexibility, speed, and most importantly, the ease of use. The Agency Matrix system has met all these requirements while also using their insurance experience and user feedback to further constantly upgrade the system. You can literally get an agent or CSR up to speed on entering in a new customer’s data and their receipt in a 30-minute training session. Now my agents can focus on sales more and data entry less!

Susan M. Texas Insurance Connection
Agency Matrix
I’ve been using Agency Matrix for years, and it has been awesome. It is really user-friendly. I use temps and am able to train them to use it within a few minutes.

Aziz J. Baja Insurance
Agency Matrix
What we like about Agency Matrix is everything! It is all around one of the best systems we have ever used. We’ve stopped more employee theft than you can imagine with Agency Matrix, and we’ve seen so much more cash flow in our business because of that. We are so much happier with Agency Matrix and how easy it is to teach new employees. They can be trained and ready to sell within a day, as opposed to the month it used to take with other systems.

Eduardo Martinez Solo Insurance
Agency Matrix
I have been with Agency Matrix since 2010. I am very happy with their service. I am so happy with their mobile and cloud service. I can take my agent management with me wherever I go. Their ease of use is great for my employees, and the reports we can run in the back end help me keep manage and run my business more efficiently. I am also very happy with their reliability. Very seldom do we have any technical difficulties. Thank you Agency Matrix for helping me grow my business because I can rely on your system to keep me organized. I would recommend Agency Matrix to anyone.

Amy B Gonzalez Powell Insurance Agency
Agency Matrix
When I started working here at Powell, I had never heard of Agency Matrix. I had experience with another management system and was unsure how I would adapt to it. Fast forward to nearly five years later, and I can honestly say Agency Matrix is great. It keeps our office organized and on track. It is user friendly and makes our daily tasks much easier.

Agency Matrix received a rating of 4.7 out of 5 based on 11 reviews.

Reviews and testimonials are provided via quarterly surveys and published with permission of respondent.
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4.7 5 11



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