This is Agency Matrix


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. 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 a Comparative Rater, Carrier Download (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 management, 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.

 

In 2020, ITC, a provider of insurance websites, agency marketing, comparative rating and agency management software acquired Agency Matrix. Read more about it here.

Meet our Executive Team

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Laird Rixford

Chief Executive Officer

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As CEO, Laird Rixford is responsible for providing strategic direction and leadership for the company. Rixford has a proven executive management track record and has more than 20 years of experience in entrepreneurship and insurance technology.

Laird joined ITC in 2008 as vice president of product development and marketing when ITC acquired his company Evolution Designs and its product Insurance Website Builder. In 2011 he created AgencyBuzz, ITC’s automated agency marketing tool, and was promoted to president in 2014, responsible for the sales and marketing department and overseeing product direction.

An expert in insurance technology and marketing, Rixford is a recognized public speaker and has presented at industry events across the United States. Prior to joining ITC, Rixford provided technology consultation and solutions to banks, mortgage companies, real estate firms and insurance agencies.

 

 

Steve Mejdrich

Chief Operating Officer

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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.

 

 

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Manuel Ochoa

President and Founder

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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 Ochoa

Vice President of Sales and Marketing

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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 have 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.

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