Intuit QuickBase
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
- Team Collaboration & Management
- Customizable Business App
- Process & Workflow Automation
- Dashboards & Reporting Tools
- Ready-to-Use Business Apps
Pricing Info
Quick Base offers 3 pricing packages. You can opt for monthly or annual billing.
Quick Base Premier – $25/user/mo (annual) or $30/user/mo (billed monthly)
- Starts at 20 users
Up to 50 customizable business apps, with:
- Advanced workflow automation
- Case-based product support
- Customizable roles
- Role-based home pages
- Audit logs (additional $)
Quick Base Platform – $40/user/mo (annual) or $48/user/mo (billed monthly)
- Starts at 40 users
Up to 100 customizable business apps, with:
- All Premier features
- API for integrations at scale
- Corporate directory integration
- Custom branding
- Developer sandbox
- IP filtering
- Support SLA
- Audit logs
Quick Base Enterprise – get a customized quote
- All the power of Platform, tailored for your business
- Maximum flexibility
Integrations
QuickBase supports integrations with the following business systems and applications:
- EagleView Extensions
- Doc-Link for Google Docs
- Trinity Sync
- QuickBooks Online
- QDot
- Amazon S3 Multifile
- VeilChimp
- QuickIntegration
- MCF Ship Manager
- Google Drive
- QuNect ODBC
- Box
- Easy Insight
- MCF Sync
- Project Linqq
- Salesforce.com
- Google Maps
- DocuSign
- Triggers
- Fusion
- Google Calendars
- Maps
- CallCenter Trac
- Text
- Grapevine
- MobileTRAC
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Ceva, Earthbound Farm, Octo, Planet DDS, Procter and Gamble
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
A friendly and highly useful tool to build a well-organized and efficient database for effective collaboration and improved output.
Company Email
Contact No.
Company's Address
150 Cambridge Park Dr.
Cambridge, MA 02140
Intuit QuickBase Comparisons
Popular Intuit QuickBase Alternatives
When you choose a app that you believe will work best for your business you shouldn’t simply pay attention to what reviewers have to say about it. In many cases individual experience with the product may change, depending on your own preferences and needs. That’s the reason why in our reviews we also give our User Satisfaction Rating for every product to give you a reliable impression of how real users of Agency Matrix and Intuit QuickBase rate their experience with the software. Our system is built around complex analysis of product appearances on other sites, social media as well as blogs, so you are going to obtain a full and credible overview of what other clients think about every product. In this example Agency Matrix has a total satisfaction rating at 80% while for Intuit QuickBase 97% of users claim they had a positive experience with it.
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