--- description: Detaillierte Informationen über Agency Matrix zu Benutzerfreundlichkeit, Funktionen, Kosten, Vor- und Nachteilen aus verifizierten Nutzer-Erfahrungen. Lies Ratings & Bewertungen und entdecke ähnliche Tools dank Capterra Schweiz. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: Agency Matrix Kosten, Erfahrungen & Bewertungen - Capterra Schweiz 2026 --- Breadcrumb: [Startseite](/) > [Versicherungssoftware](/directory/20035/insurance-agency/software) > [Agency Matrix](/software/50949/agency-matrix) # Agency Matrix Canonical: https://www.capterra.ch/software/50949/agency-matrix Seite: 1 / 5\ Weiter: [Nächste Seite](https://www.capterra.ch/software/50949/agency-matrix?page=2) > Managementsoftware für Versicherungsagenturen, mit der du dein Geschäft, dein Personal und dein Büro von überall aus pflegen und ausbauen kannst. > > Bewertung: **3.7/5** von 104 Nutzern. Top bewertet für **Weiterempfehlungsquote**. ----- ## Übersicht ### Wer verwendet Agency Matrix? Unabhängige Versicherungsagenturen ## Kurzstatistiken und Ratings | Metrik | Bewertung | Detail | | **Gesamt** | **3.7/5** | 104 Nutzerbewertungen | | Bedienkomfort | 3.6/5 | 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 - Angebote / Schätzungen - Dokumentenmanagement - Kontaktmanagement - Provisionsmanagement - Richtlinien Managemen- - Verwaltung von Versicherungspolicen ## 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.capterra.ch/directory/20035/insurance-agency/software) ## Alternativen 1. 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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** | *2. Juni 2020* | Versicherung | Empfehlungsbewertung: 8.0/10 > > **Vorteile**: 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. > > **Nachteile**: 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 ----- ### "AVOID No support, No updates , wasteful screen space I've used for 10 years" — 2.0/5 > **Nate** | *17. November 2025* | Versicherung | Empfehlungsbewertung: 0.0/10 > > **Vorteile**: it was inexpensive enough to deal with the clunky wasted screen space on the GUI, the lack of anyone on the programming team really knowing SqL server and slow response times. > > **Nachteile**: you landing pages and client pages have abunch of wasted real estate due to a failure to move the small "tool box" out of the center right of scree. 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 ----- ### "Good Value" — 5.0/5 > **Annette** | *5. Juni 2020* | Versicherung | Empfehlungsbewertung: 10.0/10 > > **Vorteile**: Easy to use platform, Cloud storage and backup, can access from multiple devises and locations. > > **Nachteile**: I have to add products and companies for each carrier. would be nice if I only had to enter a company and products once and be able to add to different carriers /mgas. > > When I started my agency , I had experience with several different agency management systems, most were out of my price range as a new startup. I researched several and found Agency Matrix on line. The functions and price fit my needs very well. I have been using them for almost 7 yrs and I am very pleased. I have recommended this system to many of my fellow agents and most have signed up. ----- ### "Best Agency Management we have used\!\!" — 5.0/5 > **ROBERTA** | *2. Juni 2020* | Versicherung | Empfehlungsbewertung: 10.0/10 > > **Vorteile**: The ease of use and multiple options available for agency management are awesome. > > **Nachteile**: So far, we love all the aspects of the software. > > Having Agency Matrix as our agency management system for over 5 years has helped us manage things with ease. Out of all the software systems we have used prior to Agency Matrix, this is by far the easiest to use, best value, and the customer service if there is any issue, is always on top of things and resolutions are swift. ----- Seite: 1 / 5\ Weiter: [Nächste Seite](https://www.capterra.ch/software/50949/agency-matrix?page=2) ## Links - [Auf Capterra anzeigen](https://www.capterra.ch/software/50949/agency-matrix) ## Diese Seite ist in den folgenden Sprachen verfügbar | Sprache | 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 | | ----- ## Strukturierte Daten