AgencyBloc
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
- Activity Tracking
- Business Analysis Tools
- Commission Management
- Data Backup
- Customized Fields
- Drip Email Marketing
- Easy-to-Use Dashboard
- Email Tracking
- Event Automated Messaging
- Industry-specific CRM
- Lead Form Builder
- Procedure Management
- Real Time Analytics and Updates
- Sales Monitoring
- Two-Factor Authentication
- Work-flow and Task Automation
- Quoting
Pricing Info
AgencyBloc offers several enterprise pricing options for users to choose from. Give the details a look, and select the best plan for your business. The Grow Plan starts at $109/month
With AgencyBloc, you’ll always get:
- 24/7 access to your data from anywhere on any device
- Unlimited, off-site storage & data backup every 4 seconds
- Serious security—HIPAA, bank-grade encryption, & two-step verification
- Dedicated onboarding & data migration specialist
- Free customer support & help center with videos and step-by-step articles
Add Commissions+ to:
- Import commission statements
- Assign multiple payees, including hierarchies
- Track by revenue type
- Agent statement access
- Uncover missed commissions!
- Create projections & compare actual vs. expected
- Custom reports & real-time analytics
Integrations
- Zapier
- All Web Leads
- Intulse
- Employee Navigator
- Ease
- Five9
- Laser App
- NextGen Leads
- ProspectZone
- DataWerx
- Datalot
- Client Circle
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
United American Financial Inc., Barra & Associates LLC, Integrity Senior Benefit Advisors LLC
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
AgencyBloc is an agency management system with CRM, commission processing, marketing and other tools specific for health and life insurance agencies.
Company Email
sales@agencybloc.com
Contact No.
Company's Address
201 Washington St,
Cedar Falls, IA 50613,
USA
AgencyBloc Comparisons
Popular AgencyBloc Alternatives
In the event you continue having doubts about which software will work best for your company it may be a good idea to investigate each service’s social metrics. Such metrics are frequently a sign of how popular each product is and how large is its online presence.For instance, if you look at Agency Matrix LinkedIn page you’ll see that they are followed by 122 people. In case of AgencyBloc the volume of followers on their LinkedIn page is 383.
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