Compare Agency Matrix vs. Brightidea

If you want to have a convenient way to find out which Business Process Management Software product is better, our unique algorythm gives Brightidea a score of 8.1 and Agency Matrix a score of 6.8 for total quality and performance. Furthermore, Brightidea is rated at 99%, while Agency Matrix is rated 80% for their user satisfaction level. You can also examine their product details, including modules, tools, options, plans, prices, and much more. Check whether the solution allows you to customize at least part of its processes to ensure the software matches your own business workflows. In case you you need to quickly find the more reliable Business Process Management Software according to our experts we advise you examine the following services: Nintex, Promapp, bpm’online studio.

Agency Matrix




Agency Matrix screenshot Brightidea screenshot
Pricing Page


Our Score

6.8 ?

Our Score

8.1 ?

Client Satisfaction

Client Satisfaction

Client Satisfaction

80% ?

Client Satisfaction

99% ?




by quote

Pricing Type

Pricing Type

Monthly payment Quote-based
Full Review

Full Review



Agency Matrix is software that helps insurance agencies manage their files and personnel.
Cloud-based innovation management platform with RESTful API, Android and iOS apps and individual apps for managing different aspects of innovation.
Useful Links
Company Email

Company Email
Available Integrations

Available Integrations

No information available.

Brightidea offers RESTful API for users to connect it to virtually any third-party system or application.

Available Languages

Available Languages

English English
List of Features

List of Features

Agency Matrix 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
  • 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 Labels 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, Photos
  • Time Clock w / Reporting
  • Import contact and/or Policy Data
  • Prefilled ACORD Forms
  • Commission/Split Commission Reports
  • Direct Scan
  • Carrier Downloads
  • Dashboard
  • Email Blast
  • Drag and Drop and Batch Uploading
  • Deposit Posting and
  • Bank Verification
  • Batch Scanning
  • General Ledger
  • Task Calendar
  • Drip Marketing Campaigns
  • Commercial Editor for ACORD Forms
  • Texting Capabilities

Brightidea FEATURES

  • Android and iOS Apps
  • RESTful API
  • Innovation management
  • Support for all languages
  • Individual, connected apps
  • Crowdsourcing
  • Performance tracking
  • Employee engagement
  • Centralized approach
  • Opportunity development
  • Built-in templates
  • Idea submission and lists
  • Participant data import
  • Drag-and-drop pipelines
  • Built-in scoring system
  • Innovation dashboards
  • Mobile friendly
  • Real-time collaboration
  • Expert opinion, scoring
  • Idea submission and idea boards
Available Devices

Available Devices

Pricing Page

Pricing Page

Learn more about Agency Matrix pricing Learn more about Brightidea pricing
Popular Clients

Popular Clients

Blue Horizon Insurance, Texas Insurance Connection, Baja Insurance CISCO, BOSCH, General Electric
Contact Address

Contact Address

2425 Commerce Ave, Suite 300,
Duluth, GA 30096
255 California Street, Suite 1100
San Francisco, CA 94111
Pricing Plans

Pricing Plans

Agency Matrix offers 5 SMB and enterprise pricing plans for users to choose from. Give the details a look, and select the best plan for your business:

Lite – $59/month

   Plus: $199 set up fee*

Gold – $109/month

    Plus: $399 set up fee*

Platinum – $159/month

    Plus: $499 set up fee*

Diamond – $259/month

    Plus: $599 set up fee*

Enterprise – $399/month

    Plus: $599 set up fee*

Brightidea’s enterprise pricing information is available only upon request. Contact the company for more details, and ask for your quote.

Company Size

Company Size

Small Business | Large Enterprises | Medium Business Small Business | Large Enterprises | Medium Business
Available Support

Available Support

Phone Live Support
Ticket Training
Phone Number

Phone Number

+1-800-456-2874 +1-415-814-1387
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Popular Alternatives

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In case you are still having doubts about which app will be best in your case it may be a sensible idea to investigate each service’s social metrics. These metrics are usually an indicator of how popular every product is and how extensive is its online presence.For instance, if you look at Brightidea LinkedIn profile you’ll see that they are followed by 2580 people. In case of Agency Matrix the number of followers on their LinkedIn page is 122.