Something Powerful

Tell The Reader More

The headline and subheader tells us what you're offering, and the form header closes the deal. Over here you can explain why your offer is so great it's worth filling out a form for.

Remember:

  • Bullets are great
  • For spelling out benefits and
  • Turning visitors into leads.

Choose the right 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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Basic

$10/Day
per Office

  • 1 user
  • 10 GB storage
  • Email support
  • Free update
Sign Up

Basic

$10/Day
per Office

  • 1 user
  • 10 GB storage
  • Email support
  • Free update
Sign Up

Basic

$10/Day
per Office

  • 1 user
  • 10 GB storage
  • Email support
  • Free update
Sign Up

Basic

$10/Day
per Office

  • 1 user
  • 10 GB storage
  • Email support
  • Free update
Sign Up

Basic

$10/Day
per Office

  • 1 user
  • 10 GB storage
  • Email support
  • Free update
Sign Up

Enterprise MGA

 

MGA Edition

 

Call for pricing.

800-456-2874





 Packages Lite Gold Platinum Diamond Enterprise Enterprise MGA
Features Comparison Lite GOLD PLATINUM DIAMOND ENTERPRISE ENTERPRISE-MGA
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"]
X-Date Tracking ⓘ [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"]
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

 [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"]
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"]
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 ⓘ

$39

$39

$39

$39

$39

$39
Extra Block of 5 Management System Users

$100

$100

$100

$100

$100

$100
Extra Block of 5 DocMatrix Users 

$29

$29

$29

$29

$29

$29
Nationwide DocVault Integration 

$19

$19

$19

$19

$19

$19

Something Powerful

Tell The Reader More

The headline and subheader tells us what you're offering, and the form header closes the deal. Over here you can explain why your offer is so great it's worth filling out a form for.

Remember:

  • Bullets are great
  • For spelling out benefits and
  • Turning visitors into leads.
placeholder_200x200

Something Powerful

Tell The Reader More

The headline and subheader tells us what you're offering, and the form header closes the deal. Over here you can explain why your offer is so great it's worth filling out a form for.

Remember:

  • Bullets are great
  • For spelling out benefits and
  • Turning visitors into leads.
placeholder_200x200

Something Powerful

Tell The Reader More

The headline and subheader tells us what you're offering, and the form header closes the deal. Over here you can explain why your offer is so great it's worth filling out a form for.

Remember:

  • Bullets are great
  • For spelling out benefits and
  • Turning visitors into leads.
placeholder_200x200

Something Powerful

Tell The Reader More

The headline and subheader tells us what you're offering, and the form header closes the deal. Over here you can explain why your offer is so great it's worth filling out a form for.

Remember:

  • Bullets are great
  • For spelling out benefits and
  • Turning visitors into leads.

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
[fa icon="envelope"]

ContactUs@AgencyMatrix.com
[fa icon="location-arrow"]

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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