Manuel Ochoa, founder and president of the agency matrix company, has dedicated most of his life to creating and marketing an easy to use software for all agents. The onset of his career began in Texas for an insurance agency, where he worked as an independent agent. Before long, Manuel evolved to representing several Texas managing general agencies and designing complex software. In 2005 he was confronted with an offer that would change the course of his life tremendously. A Texas agent and colleague of Ochoa’s personally requested that he program a basic agency management system that was straightforward and effortless for him to use to manage his 30 agency offices. Of course he was up for the offer and within a few weeks he successfully launched his new creation - an insurance agency management system called Agency Matrix. Instantly word spread and another colleague approached him about the system for his eight offices. As Agency Matrix rapidly began to develop, the company needed something more. Manuel decided to partner up with his brother Daniel Ochoa, who is now the director of business and development. With Manuel and Daniel working side by side, the business grew like wildfire. Now Agency Matrix is able to provide a simple, easy-to-use product that provides the efficiency and effectiveness that agents need so that they may focus on what is most important to their business…servicing and growing their book of business. Agency Matrix’s mission is to simply align the goals of the independent agent.
Agency Matrix is a dependable honest company with employees who are dedicated to achieving the goals of the independent agent. Our alliance of graphic designers, programmers, and software specialists focus all of their energy into reaching and exceeding the needs of clients. Our main profession is to provide an insurance agency management system that will help agents who are servicing and growing their book of business.
As President and Founder of Agency Matrix, Manuel’s foray into the insurance industry began as a licensed independent property and casualty agent in Texas in the 1990s. Moving on to represent several successful Managing General Agents, Manuel further deepened his experience and understanding of the insurance industry and the inefficient and ineffective processes that burdened the agent and the industry as a whole. As a self-taught software developer, he was able to begin writing code for the MGA he was working at. Manuel saw the need to create a web-based agency management system, and soon thereafter Agency Matrix was born. While the first version had limited functionality, praise spread quickly among his agent colleagues using the program. Manuel’s background as an agent and programmer turned out to be the perfect mix of talent for such a program, and Agency Matrix program has continued to grow and evolve based on the feedback and input of its ever growing base of clients. In addition to his insurance and programming experience, Manuel also holds a Cisco CCNP certification as well as Microsoft certifications of MCSA, MCSE, MCTS, and MCDBA.
Daniel’s background spans fourteen years in the insurance industry, during which time he has had the opportunity to work and gather valuable insight within all facets of the industry. As a marketing rep with several large insurance companies, he was able to travel extensively throughout the industry to meet and work in tandem with insurance agency clients. Additional experience within the commercial side and in premium finance only served to expand his experience and to provide him with valuable knowledge in all areas of sales, service/support, growth and development. However, the single greatest asset that Daniel brings to Agency Matrix is his experience as an insurance agent himself. Having owned and operated his own insurance office, Daniel understands and identifies with the needs and concerns from the agent’s side of the desk.
The National Association of Professional Insurance Agents (PIA) represents independent Professional Insurance Agents in all 50 states, Puerto Rico and the District of Columbia.
PIA members realize the importance of an organization that advocates on their behalf and enables them to stay informed, educated and connected to other insurance professionals. www.pianet.com