By simply aligning our mission with the goals of the independent agent, Agency Matrix is able to provide simple, easy-to-use insurance agency management systems for the efficiency and effectiveness that agents need, allowing them to focus on what is most important: servicing and growing their book of business.
Franchises, Clusters, MGA's and Associations inquire for more information.
| Packages | Starter | Professional | Enterprise |
| Features Comparison | |||
| 100% Cloud-Based System ⓘ | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] |
| Office-Based Licensing ⓘ | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] |
| Import/Export Customers and Prospects ⓘ | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] |
| Google Map Integration | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] |
| Automated Reporting ⓘ | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] |
| Rater Integration ⓘ | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] |
| Sweep Tracking and Reconciliation ⓘ | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] |
| Telephony Integration ⓘ | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] |
| Premium Finance Center ⓘ | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] |
| X-Date Tracking ⓘ | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] |
| Accounting Reports ⓘ | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] |
| Unlimited Documents and Storage ⓘ | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] |
| Rolodex ⓘ | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] |
| Employee End-of-Day Tab ⓘ | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] |
| Hyperlink to Insurance Company ⓘ | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] |
| Mail Label Processing ⓘ | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] |
| Company Announcements ⓘ | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] |
| Custom Fields ⓘ | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] |
| Forms Upload ⓘ | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] |
| Letter Blasts ⓘ | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] |
| Alert Fields ⓘ | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] |
| Multi-Office Customization ⓘ | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] |
| Task Management ⓘ | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] |
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Time Clock ⓘ |
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Petty Cash Tracking ⓘ |
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| Scan Now ⓘ | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] |
| Carrier Downloads ⓘ | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] |
| eDoc and eMessage Download ⓘ | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] |
| Dashboard ⓘ | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] |
| Email Blasts ⓘ | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] |
| Drag-and-Drop Attachments ⓘ | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] |
| Bank Deposits and Reconciliations ⓘ | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] |
| ACORD Forms ⓘ | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] |
| Commission Reconciliation ⓘ | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] |
| Texts Blasts ⓘ | [fa icon="check"] | [fa icon="check"] | |
| Custom Workflows ⓘ | [fa icon="check"] | [fa icon="check"] | |
| Automated Marketing ⓘ | [fa icon="check"] | [fa icon="check"] | |
| General Ledger ⓘ | [fa icon="check"] | [fa icon="check"] | |
| Batch Barcode Scanning ⓘ | [fa icon="check"] | [fa icon="check"] | |
| Task Calendar ⓘ | [fa icon="check"] | [fa icon="check"] | |
| Agent Dashboard ⓘ | [fa icon="check"] | [fa icon="check"] | |
| Taxes ⓘ | [fa icon="check"] | [fa icon="check"] | |
| Customer Types ⓘ | [fa icon="check"] | [fa icon="check"] | |
| Marketing Bridge ⓘ | [fa icon="check"] | [fa icon="check"] | |
| Submissions Generator ⓘ | [fa icon="check"] | ||
| File Locker ⓘ | [fa icon="check"] | ||
| Additional Services | |||
|---|---|---|---|
| DocMatrix ⓘ |
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| Speech-to-Text Notes and Tasks ⓘ |
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| Texting ⓘ |
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| Independent Brokers ⓘ |
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| Smart Harbor Integration ⓘ |
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| Extra Block of 5 Management System Users |
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| Nationwide DocVault Integration |
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| Extra Block of 5 DocMatrix Users |
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| Additional Fees | |||
| [fa icon="check"] Included -- Available with additional fee |
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We're here for you
Call us at 800-456-2874 to speak with a sales representative to see how we can help you.
Watch a Demo
Watch a demo and talk to one of our representatives about your specific needs.
Request a Demo
Request a demo today and find out how Agency Matrix can improve your business.
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.
2425 Commerce Ave, Suite 300
Duluth, GA 30096
