Adeptia
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- 100% Cloud-Based System
- Unlimited Data Base for Clients
- Up To 15 CSR/Agents per Location
- Employee End-of-Day Tab
- Online Training Videos
- Hyperlink to Insurance Company
- Import Customers/Prospects
- Free Training and Support
- Payment Processing
- Rolodex
- Invoicing
- Bi-Lingual Receipts/Thank You Letters
- X-Date Tracking
- Follow Up Items and Notes
- Mac/Safari Compatible
- Comparative Rater Integration(s)
- Ability to Export Reports to Excel
- Export Contact and/or Policy Data
- Google Map Integration
- Sweep Tracking and Reconciliation
- Automated Email Reporting
- Advanced Reporting
- Mail Label Processing
- Company Announcements
- Task Management
- Custom Field Types
- Miscellaneous Forms Upload
- Balance Due Feature
- Custom Letters
- Letters Blasts
- Custom Receipt Ads
- Comment and Alert Fields
- Unlimited Uploads of Attachments and Photos
- Time Clock with Reporting Options
- Import contact and/or Policy Data
- Prefilled ACORD Forms
- Commission/Split Commission Reports
- Direct Scan
- Carrier Downloads
- Dashboard
- Email Blasts
- Drag & Drop and Batch Uploading
- Deposit Posting
- Bank Verification
- Batch Scanning
- General Ledger
- Task Calendar
- Drip Marketing Campaigns
- Commercial Editor for ACORD Forms
- Texting Capabilities
Pricing Info
Pricing Info
Agency Matrix offers 6 SMB and enterprise pricing plans for users to choose from. Give the details a look, and select the best plan for your business:
Lite – $69/month
- Plus: $199 set up fee
Gold – $129/month
- Plus: $399 set up fee
Platinum – $179/month
- Plus: $499 set up fee
Diamond – $289/month
- Plus: $599 set up fee
Enterprise – $419/month
- Plus: $599 set up fee
Integrations
Integrations
Agency Matrix seamlessly integrates with the following applications:
- Website Plugin
- Agent Alive
- EasyFile
- DocBuild Plus
- DocVault
- TurboRater
- Virtual Tone
- Bluewave
- RingCentral
- Vonage
- Nextiva
- Fonality
- Jive
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Blue Horizon Insurance, Texas Insurance Connection, Baja Insurance
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
Agency Matrix is software that helps insurance agencies manage their files and personnel.
Company Email
contactus@agencymatrix.com
Contact No.
Company's Address
2425 Commerce Ave, Suite 300,
Duluth, GA 30096
USA
Agency Matrix Comparisons
Popular Agency Matrix Alternatives
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Business Application (not a developer tool)
- Self-serve capabilities
- Social Network Approach
- Automated ETL
- Application Integration (ESB)
- B2B Integration
- Customer Data Integration
- Hybrid Integration
- AI-Enabled Data Mapping
- Large File Data Ingestion and Streaming
- Partner-to-Partner Data Exchange
- SecureBridge Agent
- Collaboration Portal (for Internal and External Users)
- Customer and Supplier Portal
- Shared Connections
- Monitoring Dashboard
- Secure Engine
- Support for Different Data Protocols
- Triggers and Events
- One-to-Many Approach
Pricing Info
Adeptia pricing starts at $3000 per month. Contact the vendor for more information.
Integrations
Adeptia integrates with the following systems and applications:
- BambooHR
- BOX
- Dropbox
- Email Connector
- FreshBooks
- FTP
- Google Drive
- Google Spreadsheet
- Hubspot
- Marketo
- Magento
- Microsoft Dynamics CRM
- NetSuite
- QuickBooks
- Sage One
- Salesforce
- SharePoint
- Shopify
- Xero
- Zendesk
- ZOHO CRM
- Big Commerce
- Volusion
- JMS
- Odata
- LDAP
- Amazon SimpleDB
- OFX
- RSS Feeds
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Nokia, PAYCHEX, IDES, HUSSMANN
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
Self-service Automation of B2B Data Connections in minutes for faster customer data onboarding with a Social Network approach.
Company Email
sales@adeptia.com
Contact No.
Company's Address
343 West Erie, Suite 440
Chicago, IL 60654
USA
Adeptia Comparisons
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You don’t want simply a broad array of functionalities and adjustable pricing plans from a popular Business Process Management Software. Almost as crucial as key features is a trustworthy customer support. You want to make sure that when you have any questions about Agency Matrix or Adeptia, or you struggle with some problems, or maybe you’ll need to request a certain revision or feature useful to your business you can rely on a responsive and helpful customer support. Check out whether solutions such as phone support, tickets or live chat are available. It’s also a significant advantage if you can enjoy individual training or at least an FAQ you can use.
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