Pega BPM
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
- Intuitive design tools to capture business objectives.
- Automatic generation of application code—no need for programming.
- Industry-specific solution frameworks such as those for banking BPM to accelerate ROI.
- Enterprise-level scalability.
- Standards-based user interfaces.
- Integration with other business platforms such as CRM software and collections systems.
Pricing Info
Pega BPM’s midmarket and enterprise pricing information is available only upon request. The company tailors a special quote for every client, starting as low as $200/month for full BPM functionality. Contact the company for more details.
Integrations
Pega BPM integrates with a variety of CRM and data collection systems.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Alere, American Express, Texas Department of Transportation, MasterCard
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
Pega empowers smooth business process automation and increases ROI. It allows you to develop new applications without hard-coding them.
Company Email
Contact No.
Company's Address
PegasystemsInc,
One Rogers Street
Cambridge, MA 02142-1209
USA
Pega BPM Comparisons
Popular Pega BPM Alternatives
You should pay attention to the fact that even though both Agency Matrix and Pega BPM may provide an outstanding set of features every service may be aimed at a different business size. If you are analyzing various solutions you should focus on a business type they are catering to. Specific features may scale up efficiently for huge enterprises but if you have a small or mid-sized company it’s usually better to avoid paying for advanced functionalities that you may never have a chance to use.
Page last modified