Whale
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- AI Assist
- Embed Content
- Automated Training Flows
- Contextual Suggestions
- Groups and Permissions
- Version Control and History
Pricing Info
Pricing Info
Whale offers pricing plans for various business scales. Contact the vendor to sign up and book a demo.
Forever Free – $0/month
- Rich Media Editor
- Template Gallery
- Built-in Screen Recorder
- Google and OneDrive Integration
- Whale AI Assist
- Browser Extension
Essentials – $10/month
- Everything in Free+
- Unlimited Boards
- Custom Branding
- Groups and Permissions
- Tag Manager
- Version History
Scale – $15/month
- Everything in Essentials+
- Training Flows
- Quizzes
- Contextual Suggestions
- Auto Translate
- QR Codes
Enterprise – By quote
- Everything in Scale+
- HRIS Integrations
- SCIM
- API Access
- Unlimited Workspaces
- Professional Services Included
Integrations
Integrations
Whale can seamlessly integrate with different platforms, such as:
- Google Drive
- OneDrive
- Slack
- Salesforce
- HubSpot
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Hubr, Elmwood Agency, Avior Wealth Management
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
Whale is software for managing knowledge that helps franchisees, managed service providers (MSPs), system companies, and real estate agencies build, keep, and share knowledge with their employees.
Company Email
support@usewhale.io
Company's Address
Whale
Ghent, Flemish Region
Belgium
Whale Comparisons
Popular Whale 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
Almost as crucial as useful features and customer support quality are pricing options made available by Whale and Agency Matrix. While pricing should not be a deciding factor it’s surely a significant thing to consider. You should look for a flexible pricing package that can be adjusted to your team size and easily scaled up every time your company grows. You should be certain you don’t pick packages that have advanced functionalities that you won’t find useful and always try to contact with the vendor directly because enterprises can often count on special pricing. You should also check out a free trial or demo of each app to spend at least some time working with it. It’s a useful experience that doesn’t require you to pay any money and offers a reliable overview of what it’s like to work with Whale and Agency Matrix.
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