Agency Matrix is the fastest growing agency management software in the marketplace. Born in the cloud, Agency Matrix is 100 percent web-based with redundant server technology placed around the country to guarantee 99.99% uptime. With 29,000+ users in 49 states, transactions in excess of $8B have been processed during the past 12 months. Agency Matrix requires no time consuming installation, upgrades or additional hardware to get started. The interface is highly intuitive, and user adoption is quick and easy. Agency Matrix is priced with the insurance agent in mind; flat-fee, per-office pricing provides greater flexibility for agencies, compared to traditional user-based licensing.
Agency Matrix’s feature-rich product levels allow you to select a package of features that fit your agency. The platform provides a host of integrated components, which include Comparative Rater Integration, Carrier Downloads (AL3), General Ledger, Accounts Payable, Rules-Driven Workflow Engine, Drip Marketing, Integrated Website, Consumer Portal, ACORD Forms, Timeclock, Phone and Outbound Dialer Integration, Internal Lead Integration, File Locker (internal "Dropbox-like" feature) and Survey System. These features, along with full website integration, a customizable consumer portal, telephony integration, Virtual Office Manager, Leads Matrix and our latest product, DocMatrix, create a single ecosystem of technology for your agency unlike any other management system. Users have a single-system point of access and data is efficiently stored and secured in a single database. Agency Matrix is QUALYS SSL RATED A+, PCI compliant highly secure and offers varying levels of security, which include 2-factor authentication.
Agency Matrix supports personal lines, commercial, life, health & benefit users, and includes a special MGA edition.
When Alex Campos decided to take on Agency Matrix in 2005, he brought with him a rich history of leadership and development of multiple vertically-focused technology companies. As CEO of Agency Matrix, he is responsible for the strategic direction of the company and plays an active role in creation and implementation of innovative solutions designed to streamline and automate much of the independent insurance agent's daily tasks. Alex's extensive experience with technology systems has had a direct and exhaustive influence on the ever-evolving capabilities of Agency Matrix's software, yet it may be his time spent in the trenches of the insurance industry that has made the strongest impact on the product becoming the management system it is today, one that truly understands and appreciates the needs of the independent insurance agency, one "designed by agents, for agents.“ Alex attended Miami Dade Community College, where he obtained an AA in Computer Sciences, and also completed coursework at Florida International University. He is founder and president of the Miami Dade Chapter of Data Processing Management Association, as well as an active member of Foundation Fighting Blindness. Alex is fluent in English and Spanish.
Steve Mejdrich currently serves as Agency Matrix’s COO, where he manages the day-to-day operation of the company. Prior to joining Agency Matrix, Steve spent over two decades working in and around the insurance industry, where he developed a strong and unique blend of skills managing large retail insurance agencies, regional insurance carriers and Managing General Agencies. Throughout that period Steve has had an affinity for process and technology and a passion for the importance they play in moving the insurance industry forward and keeping the independent insurance agent competitive and viable. Steve has been recognized for his continual focus on business process improvement, revenue generation, team development and his ability to drive organizational change. Steve is technically competent; having designed numerous cost saving process changes and system designs, served as the technical and business lead on enterprise system implementations and envisioned and brought to market numerous custom software solutions. Steve attended Governor’s State University, where he earned a B.B.A. in Management Information Systems. Steve currently sits on multiple volunteer boards and enjoys biking, home improvement projects and spending time with his family.
Manuel’s foray into the world of insurance began as a licensed independent P&C agent in the 1990s. Moving on to represent several successful Managing General Agents, he experienced the processes that burdened the agent and the industry as a whole. He recognized the need to create a web-based agency management system; hence, Agency Matrix was born. His background as an agent and programmer were ideal for development of such a program, and the software has continued to grow and evolve based on feedback from its ever growing base of clients. In addition to 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 over 20 years in the insurance industry. As a marketing representative for several large companies, he’s worked with countless agency clients. Additional involvement with the commercial side of the industry, and in premium finance, served to expand his expertise and grow his knowledge in all areas of sales, service/support, growth and development. The single greatest asset Daniel brings to our software company is his experience as an 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.