Agency Matrix Pricing | Nationwide Products & Pricing

Additional Services (per month)
Packages	Lite	Gold	Platinum	Diamond	Enterprise	Enterprise MGA
Features Comparison
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 ⓘ You and your employees will keep track of potential opportunities through marketing automation, based on key (alternate-carrier) policy dates.	[fa icon="check"]	[fa icon="check"]	[fa icon="check"]	[fa icon="check"]	[fa icon="check"]	[fa icon="check"]
Import/Export Customers And Prospects ⓘ CSV Files	[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 ⓘ Schedule reports to run automatically in your choice of format, then be emailed to your selected recipients. Realtime links provide the most up-to-date information.	[fa icon="check"]	[fa icon="check"]	[fa icon="check"]	[fa icon="check"]	[fa icon="check"]	[fa icon="check"]
Rater Integration ⓘ Multiple rater integrations allow real-time home and auto quoting (in most states) right from your agency management system.	[fa icon="check"]	[fa icon="check"]	[fa icon="check"]	[fa icon="check"]	[fa icon="check"]	[fa icon="check"]
Sweep Tracking And Reconciliation ⓘ Track and clear carrier sweeps daily.	[fa icon="check"]	[fa icon="check"]	[fa icon="check"]	[fa icon="check"]	[fa icon="check"]	[fa icon="check"]
Telephony Integration ⓘ Integrate VOIP with Agency Matrix to automatically launch customer account, based on incoming telephone number.	[fa icon="check"]	[fa icon="check"]	[fa icon="check"]	[fa icon="check"]	[fa icon="check"]	[fa icon="check"]
Accounting Reports ⓘ Track payments, invoice customers, monitor EOD and reconcile carrier sweeps across agencies.		[fa icon="check"]	[fa icon="check"]	[fa icon="check"]	[fa icon="check"]	[fa icon="check"]
Unlimited Documents And Storage ⓘ Enter unlimited prospect and client information, attach as many documents, photos, transactions and notes as needed, and never worry about running out of space.		[fa icon="check"]	[fa icon="check"]	[fa icon="check"]	[fa icon="check"]	[fa icon="check"]
Rolodex ⓘ Store contact information for carriers and vendors.		[fa icon="check"]	[fa icon="check"]	[fa icon="check"]	[fa icon="check"]	[fa icon="check"]
Employee End-of-Day Tab ⓘ View expenditures and receipts for each day's transactions, while aiding employees in their daily financial balancing processes.		[fa icon="check"]	[fa icon="check"]	[fa icon="check"]	[fa icon="check"]	[fa icon="check"]
Hyperlink to Insurance Company ⓘ Imbed shortcuts to carrier websites and portals.		[fa icon="check"]	[fa icon="check"]	[fa icon="check"]	[fa icon="check"]	[fa icon="check"]
Mail Label Processing ⓘ Generate shipping labels for letters and packages.		[fa icon="check"]	[fa icon="check"]	[fa icon="check"]	[fa icon="check"]	[fa icon="check"]
Company Announcements ⓘ Create company-wide notifications to appear on your home page.		[fa icon="check"]	[fa icon="check"]	[fa icon="check"]	[fa icon="check"]	[fa icon="check"]
Custom Fields ⓘ Create unique, searchable fields to input additional data to client files.		[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 ⓘ Dynamically generate on-demand clients lists and send letters and postcards to prospects and customers.		[fa icon="check"]	[fa icon="check"]	[fa icon="check"]	[fa icon="check"]	[fa icon="check"]
Alert Fields ⓘ Banners highlight important information in client files.		[fa icon="check"]	[fa icon="check"]	[fa icon="check"]	[fa icon="check"]	[fa icon="check"]
Multi-Office Customization ⓘ Set up multiple offices with modifiable fields, personalized letters and customizable blasts for tailored communications. Print letters and receipts from the address you're logged in to.		[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	[fa icon="check"]	[fa icon="check"]	[fa icon="check"]	[fa icon="check"]
Carrier Downloads ⓘ IVANS and Teamup Calendar compatible, keep your policyholder, claims, commission and documents up-to-date and in sync.		Extra $40/month	[fa icon="check"]	[fa icon="check"]	[fa icon="check"]	[fa icon="check"]
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 ⓘ Dynamically generate on-demand client lists, and email or text tailored messages for prospecting, marketing and branding. Text blasts incurs an additional 3¢ per message.			[fa icon="check"]	[fa icon="check"]	[fa icon="check"]	[fa icon="check"]
Drag And Drop Attachments ⓘ Conveniently transfer multiple attachments to a client's file in just one step.			[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 ⓘ Expanded ACORD form library with auto-fill convenience from policy information already in the system.	Extra $15/month	Extra $15/month	[fa icon="check"]	[fa icon="check"]	[fa icon="check"]	[fa icon="check"]
Commission Reconciliation ⓘ Track and reconcile commissions owed to your agency and agents.		Extra $20/month	[fa icon="check"]	[fa icon="check"]	[fa icon="check"]	[fa icon="check"]
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 ⓘ Virtual CSR automatically sends prospect and customer correspondence through email, text message, letter and call lists.				[fa icon="check"]	[fa icon="check"]	[fa icon="check"]
General Ledger ⓘ Stores all company information for financial statements, including assets, liabilities, equity, revenue and expenses.				[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 ⓘ View all tasks in calendar format.				[fa icon="check"]	[fa icon="check"]	[fa icon="check"]
Agent Dashboard ⓘ Allows each agent to view and track monthly production, fees and renewals.				[fa icon="check"]	[fa icon="check"]	[fa icon="check"]
Customer Types ⓘ Create separate customer types (personal lines and/or commercial) to customize configuration of screens, reports, fees, quotes and more.					[fa icon="check"]	[fa icon="check"]
Submissions Generator ⓘ Custom workflows provide a central location for generation of submissions to mulitiple carriers by line of business; send to carriers, track responses and generate proposals without redundant data entry.					[fa icon="check"]	[fa icon="check"]
File Locker ⓘ Document management stores and shares files securely, based on individual permissions; compatible with external users and timed access.					[fa icon="check"]	[fa icon="check"]
DocBuild Plus™ ⓘ Create PDFs for direct delivery to users’ desktops; scan paper documents or combine image files (PDFs, photos, faxes, etc.) via simple drag/drop. Add, extract or remove pages, change page order or insert new pages. Also permits editing, highlighting, redaction and eSign within each file. Up to five users.	$49	$49	$49	$49	$49	$49
Speech-to-Text Notes and Tasks ⓘ Verbally enter notes and tasks into Agency Matrix via our sophisticated voice recognition tool that senses not only text, but punctuation, making note taking easier than ever before.	$25	$25	$25	$25	$25	$25
Texting ⓘ Add text marketing and alerts to the system, allowing customer contact on the go. Unlimited individual texting and automated marketing. Text blasting incurs an additional 3¢ per text message.	$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

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