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Contact Us: 877-76MATRIX (62874)

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Approved Vendor

 
You don’t make decisions for your business lightly. Select an agency management system that works with industry leaders every day.
   
 

Lite

$69/Month

  • $199 setup fee

 

 

    

Get it Now

Gold

$129
$99
/Month

  • $399 setup fee
  • $299 setup fee

 

Get it Now

Platinum

$179
$139
/Month

  • $499 setup fee
  • $375 setup fee

 

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DiamondPopular

$289
$229
/Month

  • $599 setup fee
  • $449 setup fee
  • + Free Texting
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Enterprise

$419
$329
/Month

  • $599 setup fee
  • $449 setup fee
  • + Free Texting
Get it Now

Plus, for our Nationwide agents, receive your first TWO MONTHS of service FREE on any Agency Matrix package, with 30-day money-back guarantee!

 

 Packages Lite Gold Platinum Diamond Enterprise Enterprise MGA
Features Comparison Agency-Matrix-Lite-Software-Box Agency-Matrix-Gold-Software-Box Agency-Matrix-Platinum-Software-Box Agency-Matrix-Diamond-Software-Box Agency-Matrix-Enterprise-Software-Box Agency-Matrix-Enterprise-MGA-Software-Box
100% Cloud-Based System ⓘ Access all your agency information from any device (desktop, laptop, tablet, phone) and never worry hardware maintenance and upgrades. [fa icon="check"] [fa icon="check"] [fa icon="check"] [fa icon="check"] [fa icon="check"] [fa icon="check"]
Office Based Licensing ⓘ Unlimited usage and access for 15 named users per office. [fa icon="check"] [fa icon="check"] [fa icon="check"] [fa icon="check"] [fa icon="check"] [fa icon="check"]
Unlimited Training and Support ⓘ Phone, chat and online training videos ensure questions are always answered, free of charge. [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 ⓘ Maintain unlimited forms (inspection, loss, etc.) and link to payment method and transactions transaction type.   [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 ⓘ Complete maintenance of all your administrative responsibilities.   [fa icon="check"] [fa icon="check"] [fa icon="check"] [fa icon="check"] [fa icon="check"]
Time Clock ⓘ Track employee clock-in/out times; view and edit hours by date range; run exports for payroll provider.   [fa icon="check"] [fa icon="check"] [fa icon="check"] [fa icon="check"] [fa icon="check"]
Direct Scan ⓘ Scan attachments straight to client's file.  

Extra $10/month

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Carrier Downloads ⓘ IVANS and Teamup Calendar compatible, keep your policyholder, claims, commission and documents up-to-date and in sync.  

Extra $40/month

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Dashboard ⓘ Visually track, analyze and display KPIs, metrics and important data points to monitor the health of your agency. Auto-refreshes every five minutes.     [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 ⓘ Keep track of deposits from each office, track multiple banks and reconcile collectively.     [fa icon="check"] [fa icon="check"] [fa icon="check"] [fa icon="check"]
ACORDS Forms ⓘ

Extra $15/month

Extra $15/month

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Commission Reconciliation ⓘ Track and reconcile commissions owed to your agency and agents.  

Extra $20/month

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Custom Workflows ⓘ Customizable engine automatically generates, schedules and tracks agency workflow items and events by specified user.       [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 ⓘ Organize, combine and upload multiple documents to multiple clients.       [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"]
Submissions Generator ⓘ         [fa icon="check"] [fa icon="check"]
File Locker ⓘ         [fa icon="check"] [fa icon="check"]
Additional Services (per month)
DocBuild Plus™ ⓘ

$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 ⓘ Grants third-party agent access for creation of segregated books of business.

$35

$35

$35

$35

$35

$35

Extra Block of 5 Management System Users

$100

$100

$100

$100

$100

$100

Extra Block of 5 DocBuild Plus Users 

$29

$29

$29

$29

$29

$29

Nationwide DocVault Integration 

$19

$19

$19

$19

$19

$19