Agency Matrix Releases Newest Upgrade Feature Allowing Agents to Download Customer Data From Insurance Companies

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Agency Matrix announces that download capability is now available in its popular web-based management system for independent agents.

Agency Matrix, LLC, a technology leader in insurance agency management system solutions, announces that download capability is now available in its popular web-based management system for independent agents.

“Downloads was another major feature that our insurance clients requested and we committed to delivering” states Manuel Ochoa, president and founder of Agency Matrix. “We are extremely pleased to be able to offer this feature to our property and casualty insurance agents, and look forward to expanding our capabilities on other lines of insurance over the next few months.”

Agency Matrix is a Dallas-based software company specializing in insurance agency management software for the independent insurance industry. As a 100% web-based solution, Agency Matrix provides an easy-to-use agency management system that requires no installation, has no minimum computer specifications and allows unlimited uploads of documents and images. Agency Matrix enables independent agents who want to be more efficient in their business to securely host their agency infrastructure on Agency Matrix servers, and still have access from anywhere they have an internet connection, including smart-phones and other mobile devices.

The Download feature in Agency Matrix is the automated process of receiving current and up to date data from the insurance companies into the management system customer files, and is pivotal for many insurance agency offices. The process allows data to be reconciled daily and in-sync with what the insuring company records reflect. It may further allow for more accurate reporting, renewal of policy functionality and commission reconciliation as allowed by the management system.

“Agency Matrix main goal here was to offer our agents a basic download feature option for those that requested and needed it,” states Jeff Johnson, chief operating officer, “but we don’t just stop there. Like everything else we do, we are committed to excellence and continuing to improve this feature and the Agency Matrix system while maintaining the affordable and easy to use system that Agency Matrix is known for.”

About Agency Matrix
Agency Matrix, LLC is a Dallas-based technology company dedicated to providing effective, efficient and affordable insurance agency management system solutions to the insurance industry and small business owners around the country. Designed by former insurance agents for insurance agents, Agency Matrix is committed to providing the industry with simplified agency software solutions at rates that are reasonable and affordable to the independent business owner.


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Jeff Johnson
Agency Matrix
(972) 392-6754
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