Agency Matrix

Agency Management & Automation Solution
(90 reviews)
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mPACS

Insurance management for agencies & insurance brokers
(20 reviews)
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Overview

Overview

Overview

Platforms Supported

Platforms Supported

Platforms Supported

Web Based Web Based
Web Based
iPhone App iPhone App
iPhone App
Android App Android App
Android App
Windows App Windows App
Windows App

Support Options

Support Options

Support Options

FAQs FAQs
FAQs
Knowledge Base Knowledge Base
Knowledge Base
Online Support Online Support
Online Support
Phone Support Phone Support
Phone Support
Video Tutorials Video Tutorials
Video Tutorials

Cost

Cost

Cost

Starting From

Starting From

Starting From

USD 69.00/month
N/A
Subscription Subscription
Subscription

Reviews

Reviews

Reviews

Overall rating Overall rating
Overall rating
Ease of use Ease of use
Ease of use
Value for money Value for money
Value for money
Customer support Customer support
Customer support

Features

Features

Features

API API
API
Accounting Integration Accounting Integration
Accounting Integration
Accounting Management Accounting Management
Accounting Management
Activity Dashboard Activity Dashboard
Activity Dashboard
Administrative Reporting Administrative Reporting
Administrative Reporting
Auditing Auditing
Auditing
Automated Billing Automated Billing
Automated Billing
Bank Reconciliation Bank Reconciliation
Bank Reconciliation
Calendar Management Calendar Management
Calendar Management
Claims Management Claims Management
Claims Management
Commission Management Commission Management
Commission Management
Configurable Workflow Configurable Workflow
Configurable Workflow
Custom Fields Custom Fields
Custom Fields
Customer Accounts Customer Accounts
Customer Accounts
Customer History Customer History
Customer History
Customizable Reporting Customizable Reporting
Customizable Reporting
Document Automation Document Automation
Document Automation
Document Imaging Document Imaging
Document Imaging
Document Management Document Management
Document Management
Document Storage Document Storage
Document Storage
Document Templates Document Templates
Document Templates
Drip Marketing Drip Marketing
Drip Marketing
Email Invitations & Reminders Email Invitations & Reminders
Email Invitations & Reminders
Email Marketing Management Email Marketing Management
Email Marketing Management
Estimating Estimating
Estimating
General Ledger General Ledger
General Ledger
Image Library Image Library
Image Library
Lead Management Lead Management
Lead Management
Multi-Channel Marketing Multi-Channel Marketing
Multi-Channel Marketing
Productivity Reporting Productivity Reporting
Productivity Reporting
Quote Management Quote Management
Quote Management
Reminders Reminders
Reminders
Reporting & Statistics Reporting & Statistics
Reporting & Statistics
Rules-Based Workflow Rules-Based Workflow
Rules-Based Workflow
SMS Marketing Managment SMS Marketing Managment
SMS Marketing Managment
Sales Reporting Sales Reporting
Sales Reporting
Social Network Marketing Social Network Marketing
Social Network Marketing
Task Management Task Management
Task Management
Third Party Integration Third Party Integration
Third Party Integration
Workflow Management Workflow Management
Workflow Management

Integrations

Integrations

Integrations

Fonality Fonality
Fonality
Jive Jive
Jive
Nextiva Nextiva
Nextiva
RingCentral RingCentral
RingCentral
Sage Business Cloud Accounting Sage Business Cloud Accounting
Sage Business Cloud Accounting
Vonage Business Vonage Business
Vonage Business
Xero Xero
Xero