SimplePractice
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
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
- Auto Pay
- Therapy Notes
- Client Portal
- Mobile Apps
- Electronic Claim Filing
- Credit Card Processing
- Secure Document Storage
- Diagnosis and Treatment Plans
- Appointment Reminders
- Calendar Sync
- Online Booking
- Secure Messaging
- HIPAA Compliant
Pricing Info
SimplePractice offers three SMB and enterprise pricing plans for users to choose from. Give the details a look, and select the best plan for your business:
Essential – $39/month
- Unlimited Clients
- Secure client portal
- Fully paperless intakes
- Free appointment reminders (SMS/voice/email)
- Specialty-specific template library
- Diagnosis & treatment plans
- ICD-10 autocomplete
- Live customer support
- Free data migration
- Free online classes & ongoing training
- Comprehensive help center
- Unlimited document storage
- Store & run credit cards (fully integrated)
- Automated invoicing
- 2-way Google Calendar sync
- iPhone & Android apps
- CMS1500/HFCA forms
- Easy-to-generate superbills
Professional – $49/month
- All Essential features
- Online appointment booking
- Secure messaging
- Customizable note templates
- Scheduling widget for your website
- Electronic claim filing
- Claim status & tracking
- Integrated ERA/EOBs (Payment Reports)
- Automated ERA recording
- Coverage reports
Professional For Groups – $49/month ($29/month for additional clinician)
- All Professional features
- Multiple Clinicians
Integrations
SimplePractice offers seamless integrations with these business systems and applications:
- Stripe
- Google Calendar
- Microsoft Outlook
- iCloud
- Braintree
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
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
SimplePractice is the industry-leading practice management software for therapists to manage their businesses, with features like AutoPay, online booking, and customizable therapy notes.
Company Email
Company's Address
2027 Veteran Ave
Los Angeles, CA 90025-5721
USA
SimplePractice Comparisons
Popular SimplePractice Alternatives
You should keep in mind that while both Agency Matrix and SimplePractice may offer an outstanding range of features each product may be designed for a different company size. If you are studying different apps you should pay attention to a company type they are catering to. Some elements may scale up efficiently for large enterprises but if you have a small or medium business it’s often better to avoid paying for customized functionalities that you may never use.
Page last modified