Agency Matrix
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Report Builder
- Unlimited Dashboards
- Dashboard Tiles
- Project Central monitoring
- Windows, iOS and Android Compatibility
- Multi level approval process
- Comment Templates
- Labor Distribution
- DCAA Compliant Accounting
- Invoice Designer
- Expense- only invoice printing
- Unlimited Breakdown structure levels
- Order tracking
- Estimates to Complete entries
- Resource allocation
- Limitless Log History
Pricing Info
Pricing Info
Clearview offers a SMB hosting plan priced per month/year, as well as an enterprise pricing hosting license for larger businesses. Here are the details:
Infocus Cloud Hosting – $24/month (billed annually)
- Mobile Time and Expenses
- Fixes and Upgrades
- Backup on Nightly basis
- Video Training and support
- All Infocus modules
Infocus In-House Hosting – $450/license
- Same features as in the Infocus Cloud Hosting Plan, with some modifications
Integrations
Integrations
Clearview integrates with the following business systems and applications:
- Quick Books
- Peach Tree
- BST
- Deltek Vision
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
The EADS Group, Larry Walker Associates, O’Neil Service Group, LLC
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
With Clear View’s Infocus, your Engineering business is all set for great progress.
Company Email
Contact No.
Company's Address
Forest, VA
USA
Clearview InFocus Comparisons
Popular Clearview InFocus Alternatives
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
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
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
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
Every time you choose a service that you are sure will be an actual asset for your team you shouldn’t only focus on what professionals have to say about it. Quite frequently personal experience with the service may be different, depending on your own goals and requirements. That’s why in our reviews we also give our User Satisfaction Rating for each product to give you a quick overview of how actual users of Clearview InFocus and Agency Matrix estimate their experience with the app. Our system is built around complex analysis of product mentions on other sites, social media and blogs, so you are going to obtain a full and credible landscape of what other clients think about every product. In this case Clearview InFocus has a total satisfaction rating at 100% while for Agency Matrix 80% of people say they had an enjoyable experience with it.
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