Choose the right agency management plan for your business

 

 

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.

 

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Lite

$69/Month
per Office

  • $199 setup fee
  • 15 users included
  • 30-day money-back guarantee
GET IT NOW
Why use our Lite agency management package?

Gold

$129/Month
per Office

  • $399 setup fee
  • 15 users included
  • 30-day money-back guarantee
Get it Now
Why use our Gold agency management package?

Platinum

$179/Month
per Office

  • $499 setup fee
  • 15 users included
  • 30-day money-back guarantee
Get it now
Why use our Platinum agency management package?

DiamondPopular

$289/Month
per Office

  • $599 setup fee
  • 15 users included
  • 30-day money-back guarantee
Get it now
Why use our Diamond agency management package?

Enterprise

$419/Month
per Office

  •  $599 setup fee
  • 15 users included
  • 30-day money-back guarantee
Get it now
Why use our Enterprise agency management package?

Enterprise MGA

 
MGA Edition


Call for pricing.

800-456-2874



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"]
Direct Scan ⓘ  

Extra $10/month

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Carrier Downloads ⓘ  

Extra $40/month

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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 ⓘ

Extra $15/month

Extra $15/month

 [fa icon="check"] [fa icon="check"] [fa icon="check"] [fa icon="check"]
Commission Reconciliation ⓘ  

Extra $20/month

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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 (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 ⓘ

 

 

 

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Extra Block of 5 Management System Users

$99

$99

$99

$99

$99

$99
Nationwide DocVault Integration 

$19

$19

$19

$19

$19

$19
Additional Fees
    Average Standard Conversion $399 $399 $399 $399 $399 $399

Contact

We're here for you

Call us at 800-456-2874 to speak with a sales representative to see how we can help you.

Contact Us
Watch Demo

Watch a Demo

Watch a demo and talk to one of our representatives about your specific needs.

Watch a Demo
Request Demo-1

Request a Demo

Request a demo today and find out how Agency Matrix can improve your business.

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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.
[fa icon="phone"]
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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