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Choose the right plan for your business.

By simply aligning our mission with the goals of the independent agent, Agency Matrix is able to provide simple, easy-to-use insurance agency management systems for the efficiency and effectiveness that agents need to focus on what is most important to them: servicing and growing their book of business.
 
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Lite

$$69/Month

  • $199 setup fee
  • Includes up to 15 users
  • 30-day money-back guarantee
Get it now

Gold

$$129/Month

  • $399 setup fee
  • Includes up to 15 users
  • 30-day money-back guarantee
Get it now

Platinum

$$179/Month

  • $499 setup fee
  • Includes up to 15 users
  • 30-day money-back guarantee
Get it now

DiamondPopular

$$289/Month

  • $599 setup fee
  • Includes up to 15 users
  • 30-day money-back guarantee
Get it now

Enterprise

$$419/Month

  •  $599 setup fee
  • Includes up to 15 users
  • 30-day money-back guarantee
Get it now

Enterprise MGA

 

MGA Edition

 

Call for pricing.

800-456-2874





 Packages Lite Gold Platinum Diamond Enterprise Enterprise MGA
Features Comparison Lite GOLD PLATINUM DIAMOND ENTERPRISE ENTERPRISE-MGA
100% Cloud-Based System ⓘ [fa icon="check"] [fa icon="check"] [fa icon="check"] [fa icon="check"] [fa icon="check"] [fa icon="check"]
Office Based Licensing ⓘ [fa icon="check"] [fa icon="check"] [fa icon="check"] [fa icon="check"] [fa icon="check"] [fa icon="check"]
Unlimited Training and Support ⓘ [fa icon="check"] [fa icon="check"] [fa icon="check"] [fa icon="check"] [fa icon="check"] [fa icon="check"]
X-Date Tracking ⓘ [fa icon="check"] [fa icon="check"] [fa icon="check"] [fa icon="check"] [fa icon="check"] [fa icon="check"]
Import/Export Customers and Prospects ⓘ [fa icon="check"] [fa icon="check"] [fa icon="check"] [fa icon="check"] [fa icon="check"] [fa icon="check"]
Google Map Integration [fa icon="check"] [fa icon="check"] [fa icon="check"] [fa icon="check"] [fa icon="check"] [fa icon="check"]
Automated Reporting ⓘ [fa icon="check"] [fa icon="check"] [fa icon="check"] [fa icon="check"] [fa icon="check"] [fa icon="check"]
Rater Integration ⓘ [fa icon="check"] [fa icon="check"] [fa icon="check"] [fa icon="check"] [fa icon="check"] [fa icon="check"]
Sweep Tracking and Reconciliation ⓘ [fa icon="check"] [fa icon="check"] [fa icon="check"] [fa icon="check"] [fa icon="check"] [fa icon="check"]
Telephony Integration ⓘ [fa icon="check"] [fa icon="check"] [fa icon="check"] [fa icon="check"] [fa icon="check"] [fa icon="check"]
Accounting Reports ⓘ   [fa icon="check"] [fa icon="check"] [fa icon="check"] [fa icon="check"] [fa icon="check"]
Unlimited Documents and Storage ⓘ   [fa icon="check"] [fa icon="check"] [fa icon="check"] [fa icon="check"] [fa icon="check"]
Rolodex ⓘ   [fa icon="check"] [fa icon="check"] [fa icon="check"] [fa icon="check"] [fa icon="check"]
Employee End-of-Day Tab ⓘ   [fa icon="check"] [fa icon="check"] [fa icon="check"] [fa icon="check"] [fa icon="check"]
Hyperlink to Insurance Company ⓘ   [fa icon="check"] [fa icon="check"] [fa icon="check"] [fa icon="check"] [fa icon="check"]
Mail Label Processing ⓘ   [fa icon="check"] [fa icon="check"] [fa icon="check"] [fa icon="check"] [fa icon="check"]
Company Announcements ⓘ   [fa icon="check"] [fa icon="check"] [fa icon="check"] [fa icon="check"] [fa icon="check"]
Custom Fields ⓘ   [fa icon="check"] [fa icon="check"] [fa icon="check"] [fa icon="check"] [fa icon="check"]
Forms Upload ⓘ   [fa icon="check"] [fa icon="check"] [fa icon="check"] [fa icon="check"] [fa icon="check"]
Letter Blasts ⓘ   [fa icon="check"] [fa icon="check"] [fa icon="check"] [fa icon="check"] [fa icon="check"]
Alert Fields ⓘ   [fa icon="check"] [fa icon="check"] [fa icon="check"] [fa icon="check"] [fa icon="check"]
Multi-Office Customization ⓘ   [fa icon="check"] [fa icon="check"] [fa icon="check"] [fa icon="check"] [fa icon="check"]
Task Management ⓘ   [fa icon="check"] [fa icon="check"] [fa icon="check"] [fa icon="check"] [fa icon="check"]
Time Clock ⓘ   [fa icon="check"] [fa icon="check"] [fa icon="check"] [fa icon="check"] [fa icon="check"]
Direct Scan ⓘ  

Extra $10/month

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Carrier Downloads ⓘ  

Extra $40/month

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Dashboard ⓘ     [fa icon="check"] [fa icon="check"] [fa icon="check"] [fa icon="check"]
Email and Texts Blasts ⓘ     [fa icon="check"] [fa icon="check"] [fa icon="check"] [fa icon="check"]
Drag-and-Drop Attachments ⓘ     [fa icon="check"] [fa icon="check"] [fa icon="check"] [fa icon="check"]
Bank Deposits and Reconciliations ⓘ     [fa icon="check"] [fa icon="check"] [fa icon="check"] [fa icon="check"]
ACORD Forms ⓘ

Extra $15/month

Extra $15/month

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Commission Reconciliation ⓘ  

Extra $20/month

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Custom Workflows ⓘ       [fa icon="check"] [fa icon="check"] [fa icon="check"]
Automated Marketing ⓘ       [fa icon="check"] [fa icon="check"] [fa icon="check"]
General Ledger ⓘ       [fa icon="check"] [fa icon="check"] [fa icon="check"]
Batch Barcode Scanning ⓘ       [fa icon="check"] [fa icon="check"] [fa icon="check"]
Task Calendar ⓘ       [fa icon="check"] [fa icon="check"] [fa icon="check"]
Agent Dashboard ⓘ       [fa icon="check"] [fa icon="check"] [fa icon="check"]
Customer Types ⓘ       [fa icon="check"]   [fa icon="check"] [fa icon="check"]
Submissions Generator ⓘ         [fa icon="check"] [fa icon="check"]
File Locker ⓘ         [fa icon="check"] [fa icon="check"]
Additional Services (per month)
DocMatrix ⓘ

$49

$49

$49

$49

$49

$49

Speech-to-Text Notes and Tasks ⓘ

$25

$25

$25

$25

$25

$25

Texting ⓘ

$25

$25

$25

$25

$25

$25

Independent Brokers ⓘ

$35

$35

$35

$35

$35

$35

Smart Harbor Integration ⓘ

$39

$39

$39

$39

$39

$39

Extra Block of 5 Management System Users

$100

$100

$100

$100

$100

$100

Extra Block of 5 DocMatrix Users 

$29

$29

$29

$29

$29

$29

Nationwide DocVault Integration 

$19

$19

$19

$19

$19

$19