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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!

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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"]
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
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
Contact

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About Us

The last agency management system you'll ever need! Agency Matrix is the affordable technology solution that allows you to effectively manage your book of business, your staff and your office from anywhere.
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800-456-2874
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ContactUs@AgencyMatrix.com
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2425 Commerce Ave, Suite 300
Duluth, GA 30096

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Copyright Agency Matrix, LLC . All Rights Reserved. | Insurance Agency Management System for Independent Agents
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