Agency Matrix
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Simplicity and ease of use
- Step-by-step procedures
- Standard formatting
- Easy-to-follow procedures
- File attachments
- Accessible from multiple devices
- Single hub for managing everything
- Customizable categories
- Keyword Search
- Simplified team training
- Comments
- Simplified editing and sharing
- SSL Encryption
- User rights management
Pricing Info
Pricing Info
Methodologee is available in the following pricing plans:
Basic – Free
- 5GB Data & File Storage
- 1000 Procedures
- Custom Logo Branding
- Checklists
- 2 Users
Pro – $7/month
- 25GB Data & File Storage
- 1000 Procedures
- Custom Logo Branding
- Checklists
- 7 Users
Plus – $25/month
- 100GB Data & File Storage
- Unlimited Procedures
- Custom Logo Branding
- Checklists
- 25 Users
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
Simple, easy-to-use and functional online tool for individuals, small businesses and startups to manage business procedures and processes.
Company Email
info@methodologee.com
Contact No.
Company's Address
770 11th Ave,
San Diego,CA 92101
USA
Methodologee Comparisons
Popular Methodologee 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
If you continue having doubts about which software will be best for your business it might be a sensible idea to take a look at each service’s social metrics. Such metrics are quite often a way to see how popular a given service is and how wide is its online presence.For instance, if you analyze Methodologee LinkedIn profile you’ll see that they are followed by 11 people. In case of Agency Matrix the amount of followers on their LinkedIn page is 122.
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