Approveit
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
- AI-driven workflow routing
- Compliance-ready workflows
- Pre-built and customizable workflow templates
- Multi-channel interface (Slack, Microsoft Teams, browser)
- Audit-ready logs and full traceability
- Conditional logic
- Automated reminders and approval tracking
- Integration with Xero, QuickBooks, and unlimited other systems via API
- Advanced security and compliance
Pricing Info
- Custom pricing, starting at $850 / month
- Tailored for your specific workflows in IT, Finance, HR, or Operations
- End-to-end financial workflows (budget approvals, procurement, contract sign-offs)
- Company-wide automation across multiple departments
- Multi-step, cross-team approvals
- Audit-ready compliance workflows (financial control, security, governance)
- Advanced security (SSO, dedicated servers, e-signature)
- Integrations with Xero, QuickBooks, SoftLedger, NetSuite, and more
- Personal account manager
- Unlimited workflows and higher request volume
- Contact Approveit for a custom quote
Integrations
- Xero
- QuickBooks
- SoftLedger
- NetSuite
- Custom integrations via API
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Clearview Software, Jasper, Pyronyx
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
Approveit is an expense management software for organizations and teams to simplify and enhance approvals of purchase orders, bills, product releases, and user access.
Company Email
ashley@approveit.today
Contact No.
Company's Address
Approveit, Inc.
251 Little Falls Drive, Wilmington, New Castle Country, Delaware, 19808
USA
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All the data, facts and reviews that we presented in this analysis were collected from official vendor websites, marketing content available online, actual experience from real clients as well as our individual direct use of each service by an expert. We do our best to extensively study each product, so we not only test it on our own, but we also correlate our observations with views of other members from the SaaS community.
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