WellnessLiving
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
- Real-Time Appointment Booking
- Class Scheduling
- WellnessLiving Directory
- Automated Reminder Emails
- Customer Relationship Management
- Custom Branding Options
- Rewards & Loyalty Program
- Customer Review Manager
- Embedding Widget Tools
- SEO Marketing
- SMS Marketing
- Marketing Automations
- Option for Featured Listing
- MailChimp/Constant Contact Integration
- POS & Credit Card Processing
- POS System
- Payroll Tracking
- Option to White Label WellnessLiving
- Reporting and Analytics
- Unlimited Clients
- Unlimited Staff Members
Pricing Info
WellnessLiving offers the following SMB and enterprise pricing packages for users to choose from. Give the details a look, and select the best plan for your business.
Starter = $39.00/month
- WellnessLiving Directory
- Business Page
- Reserve with Google
- Google Reviews from the web
- Unlimited Clients
- Unlimited Staff Members
- Class Scheduling
- Real-Time Appointment Booking
- WellnessLiving Promote
- Client Mobile Website
- Customer Reviews
- Basic Reporting
- Automated Reminder Emails
Standard = $99.00/month
ALL STARTER FEATURES, plus:
- No Ads
- Featured Listing
- Customer Management
- Custom Branding
- MailChimp/Constant Contact Integration
- POS & Credit Card Processing
- Enhanced Reporting
- POS System
- Customer Review Manager
Professional = $199.00/month
ALL STANDARD FEATURES, plus:
- Payroll Tracking
- Rewards & Loyalty Program
- Integrated Email/SMS Marketing
- 500 SMS Marketing texts
- Marketing Automations
- Embedding Widget Tools
Enterprise = $599.00/month
ALL PROFESSIONAL FEATURES, plus:
- 1000 SMS Marketing texts
- SEO Marketing
- Dedicated Support Specialist
- White Label WellnessLiving
Integrations
WellnessLiving works with a number of applications and business systems, including:
- Google My Business
- Google Maps
- Google+
- Google Calendar
- Constant Contact
- QuickBooks Online
- MailChimp
- WordPress
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Bikram Yoga Tracy, Applied Fitness Cycle, Be Bliss, Gracie Jiu Jitsu Milwaukee
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
An all-in-one business management platform that help wellness-focused companies with online booking, resource scheduling, marketing, and other operational tasks.
Company Email
sales@wellnessliving.com
Contact No.
Company's Address
WellnessLiving
Suite 210 Richmond Hill
Ontario L4C3B2 Canada
WellnessLiving Comparisons
Popular WellnessLiving Alternatives
If you are still having second thoughts about which software will perform best in your case it may be a sound idea to investigate each service’s social metrics. Such metrics are usually an indicator of how popular a given service is and how large is its online presence. For instance, in case of Facebook Agency Matrix has 1416 likes on their official page while WellnessLiving profile is liked by 1126 people.
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