Company profile: Agency Matrix
1.1 - Company Overview
Company description
- Provider of insurance agency management system solutions that enable management of book of business, staff, and office from anywhere. Offerings include TurboRater for Websites, a mobile-first platform to compare existing policies against hundreds of national carriers with a customizable quoting interface, and Sales Cloud solutions for Personal Lines, Employee Benefits, and Commercial Lines.
Products and services
- Sales Cloud for Personal Lines: A cloud-based system that drives efficiency through each step of the client lifecycle to grow personal lines business for insurance agencies
- Sales Cloud for Commercial Lines: A broker-tailored platform that helps commercial insurance brokers grow their agency by offering unique value-adds and strategies
- Sales Cloud for Employee Benefits: An enterprise-grade system aimed at helping insurance agencies grow their benefits business and retain existing clients
Key contacts
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Financial details
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1.2 - Competitors and similar companies to Agency Matrix
Registry Monitoring Insurance Services
HQ: United States
Website
- Description: Provider of insurance monitoring and compliance management solutions, collecting and monitoring certificates of insurance and managing compliance rule sets. Services include supplier and vendor onboarding with custom onboarding, electronic document storage and fraud prevention; property management with tenant monitoring and compliance document management; and integrations, including APIs.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
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- Total funding raised: $●●●m
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View full Registry Monitoring Insurance Services company profile →
Patra
HQ: United States
Website
- Description: Provider of technology-enabled insurance outsourcing that optimizes insurance processes by applying people and technology via the PatraOne platform. Supports retail agencies, MGAs, wholesalers, and carriers in selling, delivering, and managing policies and customers, backed by a global team of over 6,000 process executives.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Patra company profile →
Gradient AI
HQ: United States
Website
- Description: Provider of AI solutions for insurers, leveraging industry data to improve underwriting, claims management, and decision-making. Offerings include AI for P&C, workers’ comp, and group health to price policies, assess risk, and reduce claim costs/duration; SAIL for group health underwriting; Renewal Analytics for pooled risk groups with risk predictions, dashboards, and a rebanding calculator; plus workers’ comp risk ranking and audit predictions.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Gradient AI company profile →
Planck
HQ: United States
Website
- Description: Provider of an AI-driven commercial insurance data platform enabling instant, accurate underwriting through automated insights, submission validation, and recommendations. Solutions include Planck PLUS for generative AI underwriting, PLUS Data for API-integrated classifications and customizable risk data, PLUS Risk Workbench for chat-based risk insights and decision tools, and Planck Enterprise for enterprise GenAI integration.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Planck company profile →
Apinity
HQ: Germany
Website
- Description: Provider of a public API marketplace for regulated insurance and banking, offering curated, globally compliant APIs, and API management solutions: Xact, a SaaS platform to turn APIs into strategic assets with quick deployment and managed technical concerns; and Xpand, integrating with existing API gateways to provide control, flexibility, and leverage Xact features.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Apinity company profile →
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2.M&A buyers
2.1 Potential strategic acquirers in the sector
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2.2 - Strategic buyer groups for Agency Matrix
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Buyer group 2: ████████ ████████
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Buyer group 3: ████████ ████████
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Key Products: ████████, ████████, ████████, ████████
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to Agency Matrix
2.2 - Growth funds investing in similar companies to Agency Matrix
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4 - Top valuation comps for Agency Matrix
4.2 - Public trading comparable groups for Agency Matrix
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