Replicon
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
Projects
- Project management
- Task management
- Client management
- Program management
- Estimate management
- Cost normalization
- Custom fields for projects, tasks, and clients
- User/department assignments
Billing and Invoicing
- Billable/non-billable selection
- Billing and invoicing management
- Support for daily, hourly, and monthly rates
- Fixed bid management
- Billing targets
Time Tracking
- Duration tracking
- In/Out times tracking
- Crew timesheet
- CloudClock
- Configurable break types
- Activity management
- Global templates
- Timesheet validation options
- Custom validation rules
- Punch rounding
- Custom rounding rules
- Timesheet pre-population
- Custom pre-population
- Custom fields for timesheets
- Time workbench
- Configurable punch policies
- Custom fields, attestation, and auto-submit
Time Off Management
- Time off bookings
- Configurable time off types
- Management of Balances, Expiry, Accruals, and Payouts
- Custom accrual rules
- Booking validation
- Custom validation rules
- Time off in lieu
- Time off custom fields
Payroll Management
- Configurable pay codes and rules
- Access to global pay rules library
- Custom pay rules
- Payroll workbench
- Payroll exporting options
- Compliance management
- Global governance management
- Local administration management
- Multi-state taxation support
- Statutory pay rules support
Scheduling Management
- Office schedule management
- Shift schedule management
- Custom fields for scheduling
Expense Management
- Expense tracking
- Tax code management
- Custom fields for expenses
Approval Management
- Approval configuration
- Edit while approving function
- Approvals based on time-off type
Employee Organization
- Supervisor management
- Department and location management
- Employee type management
- Custom fields for user, department, and employee type
- Custom groups
Reporting and Dashboards
- Pre-defined reports
- Configurable reports
- Report sharing
- Report dashboards
- Custom report logos
System Options
- Configurable notifications
- Custom notifications
- Multi-currency support
- Multi-language support
- Integration support
- System customization options
- Mobile support
- Google and Intuit login
- SSO with SAML
Pricing Info
Replicon offers custom pricing. Contact the vendor for a quote.
Integrations
Replicon offers several integration options with out-of-the-box project management tools, billing systems, HR platforms, and payroll processing software. It also supports CSV integrations and web services integrations in case its out-of-the-box options do not meet your requirements. Some examples of software Replicon integrates with are detailed below.
Accounting/Invoicing
- QuickBooks
- MYOB
- Xero
- Sage
- Sage Intacct
- MS Dynamics
- Workday
- FreshBooks
CRM
- JD Edwards
- Lawson
- MS Dynamics
- Oracle
- Salesforce
- Workday
HRMS/Payroll
- ADP
- BambooHR
- Ceridian
- Namely
- Paychex
- SAP Concur
- SAP SuccessFactors
Incident Management
- Atlassian
- Servicenow
- Zendesk
- Github
Project Management/Collaboration
- MS Project
- Slack
- Asana
- Box
- Wrike
Others
- SAP Concur
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Connery, IABA, Enservio, ERNEX
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
Replicon brings together versatile time tracking and workforce solutions in one convenient hub. It is equipped with accurate timesheet capture, project management, client management, expense management, time off tracking, and custom approvals, among others, With this at your disposal, you can optimize your resources and boost your bottom line.
Company Email
marketing@replicon.com
Contact No.
Company's Address
1200 Bridge Parkway, Suite 100
Redwood City, CA 94065
USA
Replicon Comparisons
Popular Replicon Alternatives
You shouldn’t count on exclusively a wide array of functionalities and adjustable pricing packages from a reliable Business Process Management Software. Almost as crucial as key features is a quality customer support. You want to make sure that when you have any questions about Agency Matrix or Replicon, or you face some problems, or perhaps you’ll want to request a specific change or feature beneficial to your business you can rely on a responsive and helpful customer support. See if services such as phone support, tickets or live chat are available. Additionally, it’s a big plus if you can benefit from individual training or at the very least an FAQ you can use.
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