Zoho RPA
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
- Drag-and-drop visual workflow builder
- Automation for both web and Windows desktop applications
- Excel data manipulation and automation
- File and folder operations (copy, move, rename, etc.)
- Custom scripting using Deluge
- Conditional logic and flow control
- Error handling and retry mechanisms
- Detailed execution logs and audit trails
- Trigger-based automation
- Cloud-based bot management
Pricing Info
Zoho RPA offers two pricing plans tailored to different automation needs. Here’s a breakdown:
Free Plan
- Price: $0/month
- RPA Flow Executions: 3 per month
- Active RPA Flows: 1
- History Retention: 30 days
- Features:
- Windows automation
- Web automation
- MS Excel automation
- Files and folders automation
- Schedule and webhook triggers
- Drag-and-drop builder
- Basic logic utilities (e.g., decision, delay, set variable)
Standard Plan
- Price: $49/month (monthly billing) or $44/month (annual billing)
- RPA Flow Executions: 500 per month
- Active RPA Flows: Unlimited
- History Retention: 90 days
- Additional Features:
- All features from the Free Plan
- Additional triggers (hotkey, file/folder events, Windows process)
- Advanced builder tools (undo/redo, drafts, versioning)
- Custom functions
- DevOps capabilities (manual/auto rerun)
- Audit trail and flow restoration
- Enhanced security (encryption at rest, GDPR compliance, MFA)
Add-Ons
If you require more than 500 executions per month, Zoho offers additional execution packs:
- 100 executions/month
- 500 executions/month
- 1000 executions/month
These add-ons can be purchased based on your specific needs.
Cloud App Integrations
To automate tasks across over 900 cloud applications, Zoho RPA integrates with Zoho Flow. Please note that a separate Zoho Flow subscription is required, and actions performed through Zoho Flow count against its limits, not Zoho RPA’s.
Integrations
- 900+ Cloud Applications: Zoho RPA provides pre-built tasks for over 900 cloud apps, enabling immediate automation without extensive development.
- Legacy and Desktop Applications: The platform can automate tasks in legacy systems and desktop applications, even those without APIs, by mimicking user interactions.
- Web Applications: Zoho RPA supports automation across various web platforms and browsers, including Chrome, Firefox, Edge, and Zoho’s own Ulaa browser.
- Windows Applications: It interacts with Windows-based applications, automating repetitive tasks to streamline business processes.
- Excel Automation: Zoho RPA can automate tasks in Microsoft Excel, such as data entry, report generation, and data manipulation.
- Files and Folders: The platform automates file management tasks, including renaming, copying, moving, and organizing files and folders.
- Custom Functions: For scenarios where out-of-the-box integrations fall short, Zoho RPA provides the flexibility to create custom automation logic through custom functions using Deluge.
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
A cloud-based platform that helps businesses automate repetitive, rule-based tasks across web, desktop, and legacy applications
Company Email
peterbalaji@zohocorp.com
Company's Address
979 Springdale Rd,
Suite 123, Austin,TX 78702
Zoho RPA Comparisons
Popular Zoho RPA Alternatives
You shouldn’t expect simply a broad range of features and flexible pricing packages from a reliable Business Process Management Software. Almost as significant as key features is a trustworthy customer support. You want to make sure that when you have any questions about Agency Matrix or Zoho RPA, or you face some problems, or perhaps you’ll need to request a certain change or feature beneficial to your company you can rely on a responsive and helpful customer support. See if solutions such as phone support, tickets or live chat are provided. It’s also a significant advantage if you can profit from individual training or at least a knowledge base you can use.
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