Agency Matrix Insurance Software Company Introduces Agency Matrix Lite Package

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For a one-time setup fee and nominal monthly subscription, an unlimited number of users in that office gains access to Agency Matrix software.

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Agency Matrix, an insurance software company offering web-based insurance agency management software, is pleased to announce the release of Agency Matrix Lite. This is the most affordable way to enjoy insurance software for multiple offices and unlimited users.

The benefits of Agency Matrix Lite from this insurance software company include:

  •     A low monthly price per office.
  •     A user-friendly interface and management system.
  •     Insurance agency management software designed by agents for agents.
  •     A truly 100 percent web-based system.
  •     Unlimited cloud-based data system.
  •     Safely and securely stored information.
  •     Ability to manage business operations from anywhere with an Internet connection.
  •     Option to generate and print production reports, receipts, and much more.

The features of this insurance agency management software enable businesses to enjoy a number of benefits, including:

Streamlined Organization: Agency Matrix Lite has a user-friendly interface, which makes it easy to access client policies, forms, endorsements, payments, images, reports and everything else business owners need with the click of a mouse.

Marketing: Agency Matrix Lite templates enable businesses to insert a logo and advertisement on printed receipts to support brand identity.

Knowledge: Business owners enjoy access to valuable business skills, training and insight with the purchase of this insurance agency management software.

Success: Agency Matrix Lite provides business owners with the tools they need to focus their attention on more important aspects of their business, which supports heightened success in their industry.

Agency Matrix strives to continually meet the needs of its customers by providing more insurance agency management software options for business people around the globe.

Agency Matrix was the product invention of president and founder, Manuel Ochoa. During his many years in the insurance industry in Texas, Ochoa’s career evolved from independent agent, to representing several Texas Managing General Agencies, and finally on to software developer. It was in 2005 that a local Texas agent and colleague of Ochoa’s personally requested that he program a basic agency management system that was simple and elegant to assist him in managing his 30 agency offices. Within a few weeks Ochoa created and launched the Agency Matrix system for his friend. Soon thereafter, another colleague approached him about supplying the system for his 8 offices in Texas. The rest, as they say, is history.

Originally designed for a friend, Agency Matrix has now grown exponentially across the country. By simply aligning the company mission with the goals of independent agents, Agency Matrix provides an affordable way for agents to enjoy a cloud-based management system, whether for a single office or multiple offices.


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Daniel Ochoa
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