Agency Matrix Releases Newest Upgrade Feature Allowing Agents to Download Customer Data From Insurance Companies - Insurance News | InsuranceNewsNet

InsuranceNewsNet — Your Industry. One Source.™

Sign in
  • Subscribe
  • About
  • Advertise
  • Contact
Home
Topics
    • Advisor News
    • Annuity Index
    • Annuity News
    • Companies
    • Earnings
    • Fiduciary
    • From the Field: Expert Insights
    • Health/Employee Benefits
    • Insurance & Financial Fraud
    • INN Magazine
    • Insiders Only
    • Life Insurance News
    • Newswires
    • Property and Casualty
    • Regulation News
    • Sponsored Articles
    • Washington Wire
    • Videos
    • ———
    • About
    • Meet our Editorial Staff
    • Advertise
    • Contact
    • Newsletters
  • Exclusives
  • NewsWires
  • Magazine
  • Newsletters
Sign in or register to be an INNsider.
  • AdvisorNews
  • Annuity News
  • Companies
  • Earnings
  • Fiduciary
  • Health/Employee Benefits
  • Insurance & Financial Fraud
  • INN Exclusives
  • INN Magazine
  • Insurtech
  • Life Insurance News
  • Newswires
  • Property and Casualty
  • Regulation News
  • Sponsored Articles
  • Video
  • Washington Wire
  • Life Insurance
  • Annuities
  • Advisor
  • Health/Benefits
  • Property & Casualty
  • Insurtech
  • About
  • Advertise
  • Contact
  • Editorial Staff

Get Social

  • Facebook
  • X
  • LinkedIn
Get our newsletter
Order Prints
April 27, 2011
Share
Share
Post
Email

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

Dallas, TX (PRWEB) April 27, 2011

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.

###

Read the full story at http://www.prweb.com/releases/2011/4/prweb8342103.htm

Newer

Garden State Securities Rated A+ by Better Business Bureau of NJ

Advisor News

  • Equitable launches 403(b) pooled employer plan to support nonprofits
  • Financial FOMO is quietly straining relationships
  • GDP growth to rebound in 2027-2029; markets to see more volatility in 2026
  • Health-related costs are the greatest threat to retirement security
  • Social Security literacy is crucial for advisors
More Advisor News

Annuity News

  • Smart annuity planning can benefit long-term tax planning
  • Agam Capital Announces the Continued Growth of Agam ISAC’s Bermuda Platform
  • Best’s Special Report: Analysis Shows Drastic Shift in Life Insurance Reserves Toward Annuity Products, and a Slide in Credit Quality
  • MetLife to Announce First Quarter 2026 Results
  • CT commissioner: 70% of policyholders covered in PHL liquidation plan
More Annuity News

Health/Employee Benefits News

  • Study Findings from Wake Forest University School of Medicine Broaden Understanding of Insurance (Medicare’s 60th Anniversary: Policy, Politics and Payments): Insurance
  • New Findings in Managed Care Described from Harvey L. Neiman Health Policy Institute (National Turnaround Time Trends for Medicare Fee-for-Service Beneficiaries, 2014-2023): Managed Care
  • Study Findings on Cancer Published by Researchers at Department of Epidemiology (Health Insurance as a Mediator of Neighborhood Deprivation and Pediatric Cancer Survival: An Analysis of State Cancer Registry Data): Cancer
  • No vote on bill requiring health insurance to cover infertility treatment
  • Cost pressures are driving health care tradeoffs
More Health/Employee Benefits News

Life Insurance News

  • How improving the customer experience can build trust
  • AI won’t solve the workforce crisis; here’s what will
  • Agam Capital Announces the Continued Growth of Agam ISAC’s Bermuda Platform
  • An Application for the Trademark “PREMIER ACCESS” Has Been Filed by The Guardian Life Insurance Company of America: The Guardian Life Insurance Company of America
  • AM Best Assigns Credit Ratings to North American Fire & General Insurance Company Limited and North American Life Insurance Company Limited
More Life Insurance News

- Presented By -

Top Read Stories

More Top Read Stories >

NEWS INSIDE

  • Companies
  • Earnings
  • Economic News
  • INN Magazine
  • Insurtech News
  • Newswires Feed
  • Regulation News
  • Washington Wire
  • Videos

FEATURED OFFERS

Protectors Vegas Arrives Nov 9th - 11th
1,000+ attendees. 150+ speakers. Join the largest event in life & annuities this November.

An FIA Cap That Stays Locked
CapLock™ from Oceanview locks the cap at issue for 5 or 7 years. No resets. Just clarity.

Aim higher with Ascend annuities
Fixed, fixed-indexed, registered index-linked and advisory annuities to help you go above and beyond

Unlock the Future of Index-Linked Solutions
Join industry leaders shaping next-gen index strategies, distribution, and innovation.

Leveraging Underwriting Innovations
See how Pacific Life’s approach to life insurance underwriting can give you a competitive edge.

Bring a Real FIA Case. Leave Ready to Close.
A practical working session for agents who want a clearer, repeatable sales process.

Press Releases

  • RFP #T01525
  • RFP #T01725
  • Insurate expands workers’ comp into: CA, FL, LA, NC, NJ, PA, VA
  • LifeSecure Insurance Company Announces Retirement of Brian Vestergaard, Additions to Executive Leadership
  • RFP #T02226
More Press Releases > Add Your Press Release >

How to Write For InsuranceNewsNet

Find out how you can submit content for publishing on our website.
View Guidelines

Topics

  • Advisor News
  • Annuity Index
  • Annuity News
  • Companies
  • Earnings
  • Fiduciary
  • From the Field: Expert Insights
  • Health/Employee Benefits
  • Insurance & Financial Fraud
  • INN Magazine
  • Insiders Only
  • Life Insurance News
  • Newswires
  • Property and Casualty
  • Regulation News
  • Sponsored Articles
  • Washington Wire
  • Videos
  • ———
  • About
  • Meet our Editorial Staff
  • Advertise
  • Contact
  • Newsletters

Top Sections

  • AdvisorNews
  • Annuity News
  • Health/Employee Benefits News
  • InsuranceNewsNet Magazine
  • Life Insurance News
  • Property and Casualty News
  • Washington Wire

Our Company

  • About
  • Advertise
  • Contact
  • Meet our Editorial Staff
  • Magazine Subscription
  • Write for INN

Sign up for our FREE e-Newsletter!

Get breaking news, exclusive stories, and money- making insights straight into your inbox.

select Newsletter Options
Facebook Linkedin Twitter
© 2026 InsuranceNewsNet.com, Inc. All rights reserved.
  • Terms & Conditions
  • Privacy Policy
  • InsuranceNewsNet Magazine

Sign in with your Insider Pro Account

Not registered? Become an Insider Pro.
Insurance News | InsuranceNewsNet