Agency Matrix: Agency Management Made Easy
Simplify your personal lines agency with one intuitive system built to manage your book of business, streamline daily workflows, and keep your team focused on growth.
Performance Gains
Increase Productivity and Speed Across Your Operations
Improve day-to-day operations with automation, smarter task handling, and simplified policy workflows. Agency Matrix users aren't just staying organized — they're writing more business, retaining more clients, and compounding results year over year.
16%
more policies managed
per user
per user
24%
faster policy
remarketing
remarketing
1
unified platform for clients, policies, accounting, and reporting
Real-Time Operational Visibility Across Your Book
Greater Control Across Every Benefits Engagement
Gain clear information about account activity, workload distribution, and policy performance to make smarter management decisions — without digging through spreadsheets or disconnected systems.
Increased Revenue
Reduce time spent on x-date tracking, sweep processing, and reporting so producers can focus on new business. When your team spends less time on administration, they write more policies — and Agency Matrix customers prove it with 16% more policies per user.
Time Savings
Cut down manual work with automated reports and phone integrations that pull up the right client record instantly. Agency Matrix eliminates the repetitive lookups and double entry that drain your team's productive hours every day.
Improved Efficiency
Access your agency from any internet-connected device through a single-page client view designed for quick navigation. Cloud-based access means your team works faster in the office, at home, or anywhere in between — with 99.9% uptime and no IT infrastructure required.
Why Agency Matrix
Align Your Team Around Every Account
Give your team the tools to improve service delivery and operate with greater confidence — without the complexity of enterprise software built for someone else.
Clear Role-Based
Access
Access
Set role-based permissions so producers, service teams, and administrators see exactly what they need — and nothing they don't. Every team member operates with the right level of access from day one, reducing errors and protecting sensitive client data.
Shared Account
Visibility
Visibility
Give your entire team visibility into active policies and the latest client interactions so nothing falls through the cracks. When every producer and CSR sees the same real-time client record, service quality improves and handoffs become seamless.
Coordinated Renewal Management
Streamline renewal preparation with shared timelines, x-date tracking, and clearly assigned responsibilities across your team. Agencies using structured renewal workflows report 24% faster remarketing — turning renewals from a scramble into a competitive advantage.
Why Agency Matrix
Build Client Relationships
& Business Performance
Agency Matrix customers manage 16% more policies per user and process renewals 24% faster — more revenue, same team size. Give your team the tools to improve service delivery and operate with greater confidence — without the complexity of enterprise software built for someone else.
Connected Communication and Insight
Capture Every Interaction with Agency Matrix
Strengthen documentation, reduce risk, and gain real-time visibility into performance with integrated communication and reporting tools built specifically for personal lines agencies.
Ensure complete client records by automatically capturing inbound and outbound email communications. Every message is logged to the right account — protecting your agency from E&O exposure and keeping your entire team fully informed without manual filing.
Maintain compliant communication by sending, receiving, and saving client conversations with a single click. Integrated texting keeps every interaction documented, searchable, and attached to the correct client record — with no separate tool required.
Generate real-time insights on finances, client retention rates, and new business growth — without waiting on a report request or specialized IT support. Access the data you need to make confident decisions, exactly when you need it.
Performance Analytics Dashboards
Monitor Production, Retention, & Financial Health
Track revenue trends, staff workload, and client retention across your agency — all in one place, all in real time. Agency Matrix gives leadership the visibility to act before problems become losses.
Revenue & Commission
Revenue & Commission
See policy revenue, commissions, and growth trends across teams and individual producers. Forecast revenue with up to 95% accuracy and identify which lines of business and team members are driving — or dragging — your agency's financial performance.
Client Retention Insights
Client Retention Insights
Track retention rates, renewal activity, and account stability across your personal lines portfolio. Surface at-risk accounts before renewal deadlines, trigger proactive outreach, and reduce lapse rates that erode agency profitability. A 5% improvement in retention can increase revenue by 25%+.
Workload & Task Management
Workload & Task Management
Analyze staff assignments, task completion rates, and servicing capacity across your team. Balance workloads more effectively, identify bottlenecks before they become service failures, and keep every producer accountable to consistent activity levels.
Case Studies & Customer Testimonials
Agency Matrix Case Studies
See how other personal lines agencies modernized their operations, improved retention, and achieved measurable results with Agency Matrix.
$100M
Premiums Issued
Digital Quoting Personal Lines
"24,000 policies written in one year through our Zywave-powered online quoting experience."
50+
States Quoted
Benefits Quoting & Efficiency
“We can run and send quotes the same day - small group quotes under 50 take less than an hour - and we’ve been genuinely impressed with how much smoother and faster our quoting process is"
100%
More Efficient Renewals
Brokerage Efficiency
"The system is very intuitive, and there isn’t a lot of training required - even for admin users."
Personal Lines
"Within six months we had the volume to pay for the API. It pays for itself quickly."
Content Cloud & miEdge
"The fact that you can drill in to learn different types of businesses or categories or class codes - and dig deep on specific topics - is valuable to me as a client advisor."
Supercharge Your Agency With Integrated Rating and Quoting
Extend Agency Matrix With Purpose-Built Tools
Extend the value of Agency Matrix with purpose-built tools that help you quote faster, win more business, and keep your tech stack connected. Existing Zywave customers who add Agency Matrix unlock the full Performance Multiplier — one vendor, one ecosystem, no integration headaches.
TurboRater
TurboRater
Quote multiple personal lines carriers fast and accurately — all in one place. TurboRater integrates directly with Agency Matrix to eliminate dual data entry and connect client quotes and sold policies between systems — combining TurboRater and Agency Matrix workflows cuts quoting and service time by 50–80%.
TurboRater for Websites
TurboRater for Websites
Let clients shop, compare, and bind online 24/7 with embedded quoting on your agency website — and have those leads flow directly into Agency Matrix with no manual re-entry required.
Zywave Websites
Zywave Websites
Create a modern digital presence with self-service portals connected directly to your Agency Matrix data — giving clients instant access to ID cards, certificates, and policy information without adding CSR workload.
Request a Demo
Get a Demo of Agency Matrix — No Strings Attached
See how Agency Matrix helps you manage your personal lines book with greater efficiency, simplicity, and control — without enterprise complexity or cost.
Get a Demo
Frequently Asked Questions
Common Questions About Zywave’s Insurance Agency Management System
Common questions about our insurance technology platform
Agency Matrix is a browser-based insurance agency management system that brings client relationships, policies, accounting, and daily agency operations into one centralized platform — purpose-built for personal lines agencies, especially those focused on non-standard auto insurance.
Yes, but it goes beyond a generic CRM. Unlike standard CRM platforms adapted for insurance, Agency Matrix is built around insurance workflows, policy tracking requirements, x-date management, and agency accounting — making it a true insurance agency management system, not a repurposed sales tool.
Agency Matrix is designed for personal lines agencies — from growing single-location shops to agencies managing multiple offices. It's especially well-suited for agencies focused on non-standard auto insurance and agencies with 1–50 employees looking to scale without adding overhead.
Agency Matrix brings client data, policy tracking, task management, accounting oversight, x-date tracking, and documentation together in one working system — eliminating the manual processes and disconnected tools that slow personal lines agencies down.
Yes. By reducing manual reporting, sweep processing, and policy tracking tasks, Agency Matrix allows your team to spend more time on client service and revenue-generating work. Customers manage 16% more policies per user and complete remarketing 24% faster.
Yes. Email communications are captured automatically via Outlook integration, and integrated text messaging keeps every client conversation documented and compliant — all attached to the correct client record without manual filing.
Yes. Since Agency Matrix runs entirely in the browser, you can access it from any internet-connected device without installing local software. The platform maintains 99.9% uptime with SOC 2 Type II certified security.
Yes. Agency Matrix includes real-time reporting tools that provide visibility into revenue, commissions, retention trends, and overall business performance — with revenue forecasting accuracy up to 95% and no specialized technical skills required.
Agencies can track renewal dates, manage x-date workflows, assign renewal responsibilities, and monitor account activity in one place — enabling the coordinated renewal management that drives 24% faster remarketing and reduces client lapse rates.
Yes. Agency Matrix integrates directly with TurboRater for comparative rating, TurboRater for Websites for online quoting, email platforms for communication capture, and other Zywave solutions — eliminating dual entry and connecting your entire technology stack.
Unlike generic CRMs like Salesforce that require expensive customization to handle basic insurance functions, or personal lines competitors like Vertafore's QQ Catalyst that focus primarily on comparative rating, Agency Matrix is built specifically around the complete personal lines workflow — x-date management, sweep processing, non-standard auto, agency accounting, and client lifecycle management — out of the box, with no configuration required
Yes. The system includes financial tracking tools that provide visibility into commissions, revenue, and accounting workflows — saving agencies 10+ hours per month previously spent on manual commission spreadsheets and reconciliation.
Yes. Agency Matrix allows you to assign tasks, track follow-ups, and monitor activity across your team to ensure accountability and consistent client service — with daily task dashboards that surface overdue items and upcoming priorities automatically.
? Yes. As your agency adds staff, policies, and more complex client relationships, Agency Matrix scales with you — supporting multi-location agencies without requiring a platform change or pricing tier upgrade. Average implementation takes 60–90 days, with 85%+ user adoption within 90 days.
Most agencies get started quickly through guided onboarding tailored to insurance workflows. Zywave's implementation team handles the heavy lifting, and existing Zywave customers report 50% fewer implementation issues when adding Agency Matrix to their existing stack.
