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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






Gold 

$129

$99/MONTH

 

  •   $399 setup fee

  •   $299 setup fee


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Platinum

$179

$139/MONTH

 

  •   $499 setup fee

  •   $375 setup fee


Diamond  POPULAR 

$289

$229/MONTH

  •   $499 setup fee
  •   $449 setup fee
  •   + Free Texting

Enterprise

$419

$329/MONTH

  •   $499 setup fee
  •   $449 setup fee
  •   + Free Texting

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

GET IT NOW

 

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 ⓘ [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"]
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"]
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 ⓘ

 

 

 

[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

$19

Additional Fees
    Average Standard Conversion $399 $399 $399 $399 $399 $399