Agency Matrix Pricing | Nationwide Products & Pricing

Additional Services (per month)
Packages	Lite	Gold	Platinum	Diamond	Enterprise	Enterprise MGA
Features Comparison
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"]
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"]
X-Date Tracking ⓘ		[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"]
Scan Now ⓘ		Extra $10/month	[fa icon="check"]	[fa icon="check"]	[fa icon="check"]	[fa icon="check"]
Carrier Downloads ⓘ		Extra $40/month	[fa icon="check"]	[fa icon="check"]	[fa icon="check"]	[fa icon="check"]
eDoc and eMessage Download ⓘ			[fa icon="check"]	[fa icon="check"]	[fa icon="check"]	[fa icon="check"]
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	[fa icon="check"]	[fa icon="check"]	[fa icon="check"]	[fa icon="check"]
Commission Reconciliation ⓘ		Extra $20/month	[fa icon="check"]	[fa icon="check"]	[fa icon="check"]	[fa icon="check"]
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"]
Taxes ⓘ				[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"]
DocMatrix ⓘ		$49	$49	$49	$49	$49
Speech-to-Text Notes and Tasks ⓘ		$25	$25	$25	$25	$25
Texting ⓘ		$25	$25	$25	$25	$25
Independent Brokers ⓘ	$35	$35	$35	$35	$35	$35
Smart Harbor Integration ⓘ				[fa icon="check"]	[fa icon="check"]
Extra Block of 5 Management System Users	$99	$99	$99	$99	$99	$99
Extra Block of 5 DocMatrix Users	$29	$29	$29	$29	$29	$29
Nationwide DocVault Integration		$19	$19	$19	$19	$19
Additional Fees
Average Standard Conversion	$399	$399	$399	$399	$399	$399

$69/MONTH

$129

$99/MONTH

$179

$139/MONTH

$289

$229/MONTH

$419

$329/MONTH