Kissflow
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
- Unique 5-Step App Wizard
- Progress Tracking
- Hands-off Workflows
- Advanced Reporting & Prebuilt Reports
- Single Sign On
- Attaching Google Docs and Dropbox Documents
- Zapier Support for SaaS Integration
- Collaboration Features
- Android/iPhone App
Pricing Info
Basic Plan starts at $1,500/month/ 50 users. Enterprise pricing plans are also available upon request.
Integrations
Kissflow has its own integration module with multiple connectors spread across multiple enterprise verticals. Kissflow also supports connecting to any available 3rd party tool through its HTTP connector. Kissflow offers 60+ connectors, some are listed below
- Zapier
- Amazon EC2
- Microsoft Azure
- Caspio
- Xero
- Paypal
- Stripe
- Dropbox
- Slack
- QuickBooks
- QuickBooks Online
- Evernote
- Gmail Actions
- Google Apps
- Office 365
- Google Drive
- JIRA
- Trello
- SAP
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Pepsi, Dominos, Motorola, Airbus, Hubspot
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 unified, no-code digital workplace solution designed to help businesses manage, optimize, and track all operations. The powerful workflow software platform provides process management, project management, case management, and collaboration tools.
Company Email
contact@kissflow.com
Contact No.
Company's Address
Kissflow
800 West El Camino Real, Suite 180
Mountain View, California 94040
USA
Kissflow Comparisons
Popular Kissflow Alternatives
All the data, details and opinions that we provided in this analysis were collated from official vendor websites, promotional resources available online, actual experience from real clients as well as our personal hands-on use of every solution by a professional reviewer. We do our best to extensively analyze every product, so we not only analyze it on our own, but we also match our observations with opinions of other people from the B2B community.
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