OptimumHQ
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Unlimited Workflows
- SSL and At Rest Encryption
- Format Any Kind of Data
- Web Access
- Unlimited Bandwidth
- Marketing Dashboard Plugin Included
- CMS and CRM Plugins Included
- Survey Functionalities Included
- Web Analytics Included
- Access to Friendly Solutions Architects
Pricing Info
Pricing Info
OptimumHQ offers the following basic and enterprise pricing packages:
Standard – $200/month (Annual Billing)
- Up to 1M Records
- Unlimited Workflows
- Up to 5 Users
- $80 Each Additional User
- SSL and At Rest Encryption
- Format Any Kind of Data
- Web Access
- Unlimited Bandwidth
- Marketing Dashboard Plugin Included
- CMS and CRM Plugins Included
- Survey Functionalities Included
- Web Analytics Included
- Access to Friendly Solutions Architects
Enterprise – starts at $2,000/month (Annual Billing)
- All Standard features
- Unlimited Records
- 24/7 Technical Support
- HIPAA Compliant
- Isolated Environments
Integrations
Integrations
OptimumHQ can integrate with any other software that has an open API.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
SelfStorageAuction.com, Fiduciary Outsourcing, LearnKey
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
OptimumHQ allows companies to quickly and efficiently build custom workflows and datasets specific to their needs.
Company Email
Contact No.
Company's Address
Optimum Technologies
1955 S. Val Vista Dr., Suite 118, Mesa
Arizona, 85204
USA
OptimumHQ Comparisons
Popular OptimumHQ 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
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When you pick a service that you believe will work best for your company you shouldn’t simply pay attention to what reviewers have to say about it. In many cases personal experience with the software may be different, depending on specific preferences and needs. This is why in our reviews we also provide our User Satisfaction Rating for each product to give you a quick impression of how real users of OptimumHQ and Agency Matrix rate their experience with the solution. Our algorithm is built around complex analysis of product appearances on other websites, social networks as well as blogs, so you are going to get a full and credible picture of what other users think about every product. In this case OptimumHQ has a total satisfaction rating at N/A% while for Agency Matrix 80% of people claim they had an enjoyable experience with it.
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