Customer Testimonials

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Velox Insurance 

Ana Zavala

"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."  

Ana Zavala - Agent

Trevco Insurance 

Michael Trevina

"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."  

Michael Trevino - President

Fase Insurance Group

Juan Contreras

"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."  

Juan Contreras - President

All About Insurance

Mark Vitali

"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."  

Mark Vitali - CEO
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“I love it because it is very user-friendly, it’s easy to use and it is so easy to train our employees.”


Kitty N. Baja Insurance

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I wanted to let you know that, a few weeks back, Daniel was doing a web meeting with me to show me how to bridge a client from another system, and noticed that I did not use your task manager. After he showed me how he uses it and how simple it was, I have since 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.

So, thanks for your help and pointing out extra benefits of your product that I was not using.


J Cannon Blue Horizon Insurance

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“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’ve been really bless with the Agency Matrix system.

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.” 


Aziz J. Baja Insurance

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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.


Eduardo Martinez Solo Insurance

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“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 about a 30 minute training session. Now my agents can focus on sales more and data entry less!”


Archie G. 1 Stop Financial Services

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“I’ve been using Agency Matrix for 4 1/2 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.”


Susan M. Owner – Texas Insurance Connection

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I just want to tell Kelly and Mark, how much I appreciate you and all your hard work.  You both have gone above and beyond anything I could have ever imagined.  I have been through 3 other conversions and believe me NONE of them Compare to your help and service.  I know we have had major issues within this last year but you both have stepped up to the plate and helped us through it.  I would be most happy to recommend Agency Matrix to anyone that asks me.  I know we have a lot of work still in front of us but I wanted you both to know how I felt and Daniel I wanted to let you know especially that you have some great people working for you at Agency Matrix.  I have met people that I now count as my friend and I can’t wait to get on this journey within the system.

Thank you all again!!


Dena D. MHJ Insurance Agency

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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 5 year 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.

Thanks for being an easy to use system.


Amy B Gonzalez Powell Insurance Agency

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