--- description: Ausführliche Erfahrungsberichte zu Agency Matrix mit detaillierten Infos zu Funktionen, Preisen und Bewertungen. Verschaff dir einen schnellen Überblick zu Benutzerfreundlichkeit, Vor- und Nachteilen & vergleiche Agency Matrix mit ähnlichen Produkten. image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png title: Agency Matrix Erfahrungen, Kosten & Bewertungen | GetApp Deutschland 2026 --- Breadcrumb: [Startseite](/) > [Versicherungssoftware](/directory/664/insurance/software) > [Agency Matrix](/software/9381/agency-matrix) # Agency Matrix Canonical: https://www.getapp.de/software/9381/agency-matrix Seite: 1 / 5\ Weiter: [Nächste Seite](https://www.getapp.de/software/9381/agency-matrix?page=2) > Die Lösung von Agency Matrix bietet eine einfach zu bedienende Automatisierung und eine nutzerfreundliche Oberfläche, um viele der mit deinem Unternehmen verbundenen aufwändigen Prozesse zu eliminieren. Alle Kunden, Richtlinien, Formulare, Empfehlungen, Zahlungen, Bilder und Berichte, die du jemals benötigst, sind nur einen Klick entfernt. > > Bewertung: **3.7/5** von 103 Nutzern. Top bewertet für **Weiterempfehlungsquote**. ----- ## Kurzstatistiken und Ratings | Metrik | Bewertung | Detail | | **Gesamt** | **3.7/5** | 103 Nutzerbewertungen | | Bedienkomfort | 3.7/5 | Auf Basis der Gesamtbewertungen | | Kundenbetreuung | 3.4/5 | Auf Basis der Gesamtbewertungen | | Preis-Leistungs-Verhältnis | 3.7/5 | Auf Basis der Gesamtbewertungen | | Funktionen | 3.4/5 | Auf Basis der Gesamtbewertungen | | Empfehlungsprozentsatz | 60% | (6/10 Weiterempfehlungsquote) | ## Über den Anbieter - **Unternehmen**: Zywave - **Region**: Milwaukee, USA - **Gegründet**: 1995 ## Gewerblicher Kontext - **Zielgruppe**: Selbstständig, 2–10, 11–50, 51–200, 201–500, 501–1.000, 1.001–5.000, 5.001–10.000, 10.000+ - **Bereitstellungen und Plattformen**: Cloud, SaaS, webbasiert, Mac (Desktop), Windows (Desktop), Android (mobil), iPhone (mobil), iPad (mobil) - **Unterstützte Sprachen**: Englisch - **Verfügbare Länder**: Vereinigte Staaten ## Funktionen - Aktivitäts-Dashboard - Aktivitäts-Verfolgung - Angebote / Schätzungen - Anpassbare Berichte - Aufgabenmanagement - Berichterstattung und Statistik - Dokumentenmanagement - Dokumentenspeicher - E-Mail Marketing - Erinnerungen - Formularverwaltung - Kalenderverwaltung - Kontakt-Datenbank - Kontaktmanagement - Kundenmanagement - Kundenportal - Leadmanagement - Pipeline-Management - Provisionsmanagement - Rechnungsmanagement ## Integrationen (8 insgesamt) - Comm-unity - Fiserv - Jive - Microsoft Outlook - Nextiva - QuoteRush - TurboRater - Vonage Business Communications ## Optionen für Kundensupport - E-Mail/Helpdesk - FAQ/Forum - Wissensdatenbank - Telefon-Support - Chat ## Category - [Versicherungssoftware](https://www.getapp.de/directory/664/insurance/software) ## Alternativen 1. [Jenesis Software](https://www.getapp.de/software/120315/jenesis-software) — 4.7/5 (284 reviews) 2. [Applied Epic](https://www.getapp.de/software/122115/applied-epic) — 4.2/5 (141 reviews) 3. [EZLynx](https://www.getapp.de/software/122419/ezlynx) — 3.7/5 (75 reviews) 4. [Macaw](https://www.getapp.de/software/114685/macaw) — 3.6/5 (22 reviews) 5. [NowCerts](https://www.getapp.de/software/115387/nowcerts) — 4.8/5 (150 reviews) ## Nutzerbewertungen ### "Offers a lot of useful features" — 4.0/5 > **Brittany** | *19. Januar 2021* | Versicherung | Empfehlungsbewertung: 7.0/10 > > **Vorteile**: 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. > > **Nachteile**: 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. Dezember 2022* | Telekommunikation | Empfehlungsbewertung: 6.0/10 > > **Vorteile**: Tracking features are quite useful to see how much business each AE is pitching. > > **Nachteile**: 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. Juni 2020* | Versicherung | Empfehlungsbewertung: 1.0/10 > > **Vorteile**: I like that we have quick and easy access to our 2,000 customers without having to pull a file out of a cabinet. > > **Nachteile**: 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. Juni 2020* | Versicherung | Empfehlungsbewertung: 8.0/10 > > **Vorteile**: 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. > > **Nachteile**: 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. Mai 2020* | Versicherung | Empfehlungsbewertung: 10.0/10 > > **Vorteile**: Ease of use. Ease of figuring out how to use it. Training videos which are short and effective. > > **Nachteile**: 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. ----- Seite: 1 / 5\ Weiter: [Nächste Seite](https://www.getapp.de/software/9381/agency-matrix?page=2) ## Links - [Auf GetApp anzeigen](https://www.getapp.de/software/9381/agency-matrix) ## Diese Seite ist in den folgenden Sprachen verfügbar | Sprache | 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 | | ----- ## Strukturierte Daten