Creatio Studio
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
- 360-degrees customer views
- Lead management
- Lead segmentation
- Collaboration suite
- Business process management
- Best practices and opportunity management
- Advanced customization
- Open configuration
- Visual process designer (WYSIWYG)
- Dashboard analytics
- On-premise and in-cloud deployment
- Extensive API
- Synchronized mobile app
- Field sales app
- File sharing and omnichannel communication
- Case management
Pricing Info
Creatio Studio provides you with a 14-day free trial for you to test all the features available. Creatio offers a number of various editions and composable pricing, which allows users to select the edition that best fits their business model:
- Growth starts from $25/user/month. Provide automation to SMB clients.
- Enterprise starts from $55/user/month. Enable full-scale automation for corporate and enterprise needs.
- Unlimited starts from $85/user/month. Deliver limitless automation for advanced enterprise scenarios.All Creatio licenses include basic support plan, product maintenance and free updates. More information: https://www.creatio.com/products/pricing.You also can get a free demo with CRM experts and choose an option.
Integrations
Creatio Studio is built to eliminate data silos and create unified workflows by seamlessly connecting with your existing enterprise systems. With a rich library of pre-built connectors and an open API, the applications you build can easily share data with the software you already use. This ensures that your custom solutions enhance, rather than disrupt, your current IT landscape.
Key integrations showcase its versatility across critical business functions, including the following:
- SAP
- Shopify
- PandaDoc
- DocuSign
- Power BI
- RingCentral
To explore a constantly growing library of additional pre-built applications, connectors, and vertical solutions, users can visit the Creatio Marketplace.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
L'Oreal, BAYER, Heinz
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
An innovative business process management software that combines out-of-the-box solutions and customizable templates to help users build the processes they want. With this, users can comment on actions, collaborate with colleagues, move elements, and manage all processes from one place.
Company Email
info@creatio.com
Contact No.
Company's Address
280 Summer St., 6th floor
Boston, Massachusetts
USA
Creatio Studio Comparisons
Popular Creatio Studio Alternatives
When you choose a product that you believe will work best for your company you shouldn’t simply limit yourself to what professionals have to say about it. Very often individual experience with the service may change, depending on specific goals and work processes. This is why in our reviews we also offer our User Satisfaction Rating for each software to give you a reliable impression of how real users of Agency Matrix and Creatio Studio evaluate their experience with the software. Our system is based on detailed analysis of product appearances on other sites, social media as well as blogs, so you will obtain a comprehensive and reliable overview of what other people think about each solution. In this example Agency Matrix got a total satisfaction rating at 80% while for Creatio Studio N/A% of people say they had an enjoyable experience with it.
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