I like how you have the ability to integrate the system with other systems we use day to day to help eliminate extra work and making things more streamline.

This system offers a lot of great features to help with ease day to day tasks and offers a lot of great management and marketing functions.

I love all the information that is at my fingertips when a customer calls. Reports are good a little complicated but good.

The ease of use and multiple options available for agency management are awesome.

The organization of this software is amazing. Wish I would have invested in this from the start.

It has been hard on occasion to get a hold of customer service.

I also really like the availability of training videos on the site.

The program is wonderful and the employees, tech help, sales and all have been amazing. Friendly, professional and lots of help.

This has been an absolutely awful experience. Even after getting on the phone with the powers-that-be and showing the systems failures, nothing happens.

Accounting , lake of companies to rate, looks ugly and.

The email blasts are a great marketing features to use and helps with prospecting. I also like the ability to track and manage employee sales and commissions.

This product is not only easy to use but it makes your work life that much more organized and efficient.

I am pleased with the overall design and ease of the product. I am also pleased with the updates they provide as they integrate new ideas making their product even better.

They say things like the ampersan sign issue is an easy fix, but then it still doesn't get fixed. They do an update and it crashes the system.

Great system and great service with good helpful employees. Its not a big giant system just a good easy to use system that does most task a smaller agency would need.

Very difficult to leave as I made a transfer from another software to this one and do not want to go through that again.

The company has provided excellent support & training. I like the way the system can be customized and is very easy to learn and use.

Love how easy it is to process most things and easy to teach my users. Love the reports and built in pivot.

Never had any until the change over. Now we are missing some of our customers and stuff does not load as it should.

The screen in the latest update is complicated. Commissions structure is annoying and the fact that it is a percent of a percent is hard.

In the beginning they were very attentive to our needs and budget friendly. Throughout the years they have added more options to custom fit your needs.

There is no way to reconcile my agency sweep account. Setting up custom letters is very difficult.

I like it that the training when we started was very helpful.

The GUI (graphical user interface) or the Screen you look at has horrible amounts of wasted space with literally NOTHING on it.

I recommend having a backup site that works the same as the current updated version of Matrix.

Fees and Taxes do not stay in totals with any edits to policy details. Text messaging is very minimal for the monthly fee charged.

Great way of being able to provide the best care to our patients using open access insurance benefit.

The platform is easy to use the the support team is very friendly and helpful. Patch can help finalize the sale.

Its easy to use, so user friendly, very helpful, and also the customer service is great. I like that if you have a question you can chat live.

Allows me to see more customers, and give them a stress free visiting by quickly filing their reimbursement claim.

Terrible customer service. Took 3 weeks to get back to me.

Outstanding company to work with and they provide that best support.

The insurance providers even talk them out of going out of network. So that could be frustrating at times as well.

By offering discounts to the patient and accepting assignment (payments) from VSP directly, we are still able to offer great value while at the same time offer premium optical products and services.

When I have a question customer service has been prompt with their response time & very helpful.

Having the out of net reimbursement show first helps determine an overall price without going thru the whole claim.

When we give the patient our normal retail price of glasses, and then the total they pay with our own discounts and their OON allowances, we rarely get any pushback on them purchasing eyewear.

Overall anagram is great since it is easy to use, quick to pull up patients, and I am able to let patients know exactly what they'll be receiving back from their insurance company.

Its quite frustrating at times. We filed claims and providers say they never received the claim.

Finally a software that not only helps me get more business, but is streamlined and easy to use.

I like that I can now get OON benefits for patients who want to purchase their eyewear from our office.

They force 6-12 month contracts. The sales agents are impersonal and distant (multiple mistakes made while contracting) and only check on you when you complain.

There have been a few claims that had to be resent due to error & VSP can be a little slow at processing.

We realized no business benefits and lost 6 months of their service and gained very little. Overall we lost over $1000 by deciding to do business with Anagram.

We absolutely LOVE being able to see VSP patients at our office. Since we are not a VSP provider we do not have access to the patient's benefits.

We are very happy with Patch and we are in our second year of using them.

It pays for itself after helping 1 to 2 people & after that per month those are sales that I would not have had otherwise. The program itself is very easy to use.

Anagram has been a great benefit to my small office. Not having a dedicated person for insurance benefits and claim management it was difficult to stay on top of benefits and claims.

The staff at Anagram seem to really care about and support the users of their software and want us to succeed. I feel assured that I can always call on them if I ever need help, support or advice.

Extraordinary benefits and results for a small office.

With Anagram we are able to fight back, as a small clinic, and take our practice back from VSP.

US Dollar

Agency Matrix is an integrated cloud-based solution that integrates financial management, human resources and project management into a single platform. You can access every customer, policy, form, endorsement, payment, image, and report you may ever need or want with just one click.

LongDescription

Insurance Policy Management

Customizable Reports

Document Storage

Property & Casualty

Contact Management

Lead Management

Email Marketing

Workflow Management

Activity Dashboard

Reporting & Statistics

Commission Management

Quotes/Estimates

Task Management

Document Management

$69/per month/per office
No long-term contract
Pay per office, NOT per user
Low setup fees
100% web-based!
Multi-office discounts available

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

Chat

Self-Employed

2-10

11-50

51-200

201-500

501-1000

1000+

Agency Matrix

Live Online

Webinars

Videos

Anagram, formerly Patch, is a cloud-based insurance management solution, which assists health centers and medical practitioners with claim submission and out-of-network benefits management. Key features include ROI tracking, treatment planning, messaging, patient management, and insurance provider management.


Physicians can use the solution to examine coverage details, determine eligibility and inform client about covered expenses in real-time. The solution helps doctors deposit claims and send reimbursement checks to patients. It also allows counselors to measure patients' reimbursements against ongoing treatment, process payments and track revenue.


Anagram helps practitioners review surveys collected through social media ads, analyze customer behavior, connect with patients through chats or emails and resolve issues in real-time. Pricing for the solution is available on request and support is provided via email and documentation.



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