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.
| 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 ⓘ |
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| Carrier Downloads ⓘ |
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| 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 ⓘ |
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| Commission Reconciliation ⓘ |
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| 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 | ||||||
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| 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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| Additional Fees | ||||||
| [fa icon="check"] Included -- Available with additional fee |
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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.
2425 Commerce Ave, Suite 300
Duluth, GA 30096
