--- description: Busca información actualizada sobre Agency Matrix. Lee opiniones verificadas y descubre sus funciones, características, precios y usabilidad. Compara Agency Matrix con productos similares hasta encontrar la opción adecuada. image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png title: Agency Matrix: precios, funciones y opiniones | GetApp España 2026 --- Breadcrumb: [Inicio](/) > [Software de seguros](/directory/664/insurance/software) > [Agency Matrix](/software/9381/agency-matrix) # Agency Matrix Canonical: https://www.getapp.es/software/9381/agency-matrix Página: 1 de 5\ Siguiente: [Página siguiente](https://www.getapp.es/software/9381/agency-matrix?page=2) > La solución Agency Matrix proporciona una automatización y una interfaz fáciles de usar para acabar con muchos de los procesos laboriosos de tu empresa. Cada cliente, póliza, formulario, aval, pago, imagen e informe que puedas necesitar está a solo un clic de distancia. > > Veredicto: 103 usuarios lo han valorado con **3.7/5**. De los mejores valorados en **Probabilidad de recomendación**. ----- ## Vista rápida ### Beneficios clave de Agency Matrix Benefits of using Agency Matrix Management System Streamline Agency Matrix’s solution provides easy to use automation and a user-friendly interface to eliminate much of the burdensome processes associated with your business. Every client, every policy, every form, every endorsement, payment, image and report you could ever need or want is just a click away. Marketing Your agency and your brand are your identity. Agency Matrix provides design templates so that you may insert your agency logo and custom advertisement on every receipt you hand to a customer. Market a referral program to create new business, or market other services and coverages to compliment your existing business. Its never been this simple to do. Knowledge Smart business people never stop seeking knowledge. Each new grain of wisdom applied to your business is key to your future growth. You could spend thousands of dollars seeking out this knowledge from the world's greatest business minds, but Agency Matrix brings them all to your desktop, sharing some of the most valuable business skills training and insight you will ever receive. Success When it comes to success, we know that there is nothing that can replace commitment and good old fashioned hard work. Agency Matrix’s goal is to eliminate the burdens associated with cumbersome administrative processes and give you the tools you need so that you may focus your attention on what is most important ... servicing your customers and growing your business. ## Estadísticas y valoraciones rápidas | Métrica | Valoración | Detalles | | **En general** | **3.7/5** | 103 Opiniones | | Facilidad de uso | 3.7/5 | Basado en las opiniones generales | | Asistencia al cliente | 3.4/5 | Basado en las opiniones generales | | Relación calidad-precio | 3.7/5 | Basado en las opiniones generales | | Funcionalidades | 3.4/5 | Basado en las opiniones generales | | Porcentaje de recomendaciones | 60% | (6/10 Probabilidad de recomendación) | ## Sobre el proveedor - **Empresa**: Zywave - **Ubicación**: Milwaukee, EE. UU. - **Constitución**: 1995 ## Contexto comercial - **Detalles de precios**: $69/per month/per office No long-term contract Pay per office, NOT per user Low setup fees 100% web-based Multi-office discounts available - **Público objetivo**: Trabajador autónomo, 2-10, 11-50, 51-200, 201-500, 501-1.000, 1.001-5.000, 5.001-10.000, 10.000+ - **Despliegue y plataformas**: Cloud, SaaS, Web, Mac (desktop), Windows (desktop), Android (móvil), iPhone (móvil), iPad (móvil) - **Idiomas admitidos**: inglés - **Países disponibles**: Estados Unidos ## Funcionalidades - Almacenamiento de documentos - Base de datos de contactos - Creación de informes y estadísticas - Daños y accidentes - Gestión de calendarios - Gestión de clientes - Gestión de clientes potenciales - Gestión de comisiones - Gestión de contactos - Gestión de documentos - Gestión de facturas - Gestión de flujos de trabajo - Gestión de formularios - Gestión de políticas - Gestión de pólizas de seguros - Gestión de tareas - Gestión del pipeline - Informes personalizables - Marketing por correo electrónico - Panel de actividades ## Integraciones (en total: 8) - Comm-unity - Fiserv - Jive - Microsoft Outlook - Nextiva - QuoteRush - TurboRater - Vonage Business Communications ## Opciones de asistencia - E-mail/Help Desk - Preguntas frecuentes/foro - Base de conocimientos - Asistencia telefónica - Chat ## Categoría - [Software de seguros](https://www.getapp.es/directory/664/insurance/software) ## Alternativas 1. [Jenesis Software](https://www.getapp.es/software/120315/jenesis-software) — 4.7/5 (283 reviews) 2. [Applied Epic](https://www.getapp.es/software/122115/applied-epic) — 4.2/5 (141 reviews) 3. [EZLynx](https://www.getapp.es/software/122419/ezlynx) — 3.7/5 (74 reviews) 4. [pVerify](https://www.getapp.es/software/2072853/pverify) — 4.3/5 (41 reviews) 5. [Macaw](https://www.getapp.es/software/114685/macaw) — 3.6/5 (22 reviews) ## Opiniones ### "Offers a lot of useful features" — 4.0/5 > **Brittany** | *19 de enero de 2021* | Seguros | Valoración de la recomendación: 7.0/10 > > **Puntos a favor**: This system offers a lot of great features to help with ease day to day tasks and offers a lot of great management and marketing functions. I like how you have the ability to integrate the system with other systems we use day to day to help eliminate extra work and making things more streamline. The email blasts are a great marketing features to use and helps with prospecting. I also like the ability to track and manage employee sales and commissions. I also really like the availability of training videos on the site. > > **Desventajas**: It can be very complex with the set up of the system and really getting familiar with all of the features offered on the site and to really get the most out of what's offered. > > Overall my experience has been great with the system. It has taken a little time and practice to really get comfortable with the system but any time I've had to reach out to customer service with an issue, they have been very quick to assist and usually are able to resolve any issue I have. ----- ### "Could use some help~" — 4.0/5 > **Robyn** | *6 de diciembre de 2022* | Telecomunicaciones | Valoración de la recomendación: 6.0/10 > > **Puntos a favor**: Tracking features are quite useful to see how much business each AE is pitching. > > **Desventajas**: It is not that easy to use, often times we need to put in information more than once before the system displays the information. > > I feel they could make some upgrades that makes it faster and easier to use for Account Executives. ----- ### "We dislike the constant changes" — 2.0/5 > **Stacy** | *3 de junio de 2020* | Seguros | Valoración de la recomendación: 1.0/10 > > **Puntos a favor**: I like that we have quick and easy access to our 2,000 customers without having to pull a file out of a cabinet. > > **Desventajas**: I hate that the product is made for car insurance, which we do not sell. I have repeatedly asked if we could change the driver's license number to Medicare number, which is a solid No. We were told instead to put it in a custom field, which we did. This week that field disappeared. I had to leave messages and call back many times before someone would actually talk to me about it. When they did they said it would be fixed the next day as they can no longer make changes immediately. That gave us two entire days with no access to our customer's Medicare numbers. It caused massive problems. > > We like how easy it is to access our customers information. It's the constant changes we dislike immensely. Many times your system is down to make the changes we don't even want. For instance a change that was recently made is that we have to login to the system every 20 minutes?\! It's awful. I have appointments every thirty minutes for two months in our busy season. Do you have any idea how many times I will have to login within that 45 day period?\!?? I am in the corner office where no one has access to my computer. We should be able to turn off that new awful feature. As a new owner of an agency I am 100% for change, but only if it makes things better. Your changes often make my (and my agents) work life much harder. ----- ### "Great simple to use system" — 4.0/5 > **James** | *2 de junio de 2020* | Seguros | Valoración de la recomendación: 8.0/10 > > **Puntos a favor**: I like its simplicity however some of that has gone away as its grown. its a great digital file cabinet for clients files. Its priced great. It should be the first management system used by any new agency. > > **Desventajas**: new updates are not great. they add extra steps. The new task system isn't as good as the prior version, the new notes updates now has extra required fields and extra steps. I really wish the downloads sysem had an undo button. > > Great system and great service with good helpful employees. Its not a big giant system just a good easy to use system that does most task a smaller agency would need.' ----- ### "Agency Management Software on Steroids" — 5.0/5 > **Douglas** | *29 de mayo de 2020* | Seguros | Valoración de la recomendación: 10.0/10 > > **Puntos a favor**: Ease of use. Ease of figuring out how to use it. Training videos which are short and effective. > > **Desventajas**: Nothing. Whenever we have come across a problem or an opportunity to grow, the staff have involved the developers and pivoted in a way I have never seen before, making it almost a custom solution. But the truth is, as they realize, if one agency is having trouble with something, so are others. And so they have made tweaks here and there over the years that have made this THE best agency mgt software on the market. And the price, you can't beat that either for what you get. We're here for life. > > Incredible. ----- Página: 1 de 5\ Siguiente: [Página siguiente](https://www.getapp.es/software/9381/agency-matrix?page=2) ## Enlaces - [Ver en GetApp](https://www.getapp.es/software/9381/agency-matrix) ## Esta página se encuentra disponible en los siguientes idiomas | Local | URL | | de | | | de-AT | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-CL | | | es-CO | | | es-MX | | | fr | | | fr-BE | | | fr-CA | | ----- ## Datos estructurados