50+
Carrier Partners
96%
Retention
Response Time
95%
Tech Adoption Rate
Why Choose Us
Expertise and
Experience
Expertise and
Experience
Over 20 years of navigating the complex landscape of employee benefits, delivering effective solutions across various business sizes.
Comprehensive Services
Comprehensive
Services
A full spectrum of services including health, dental, vision, life, and disability insurance, from strategy to administration.
Customized
Solutions
Customized
Solutions
Tailored benefits packages that align with specific organizational goals and employee needs
Strong Carrier
Relationships
Strong Carrier
Relationships
Established relationships with top insurers ensure competitive rates and premium offerings.
Proactive
Support
Proactive
Support
Regular updates and hands-on management of benefits programs keep clients ahead of potential challenges.
Compliance
Assurance
Compliance
Assurance
Ensuring that benefits programs adhere to current laws and regulations, reducing risks and penalties.
Claims
Assistance
Claims
Assistance
Robust support in claims filing and disputes to ensure timely and accurate benefits delivery.
Cost
Management
Cost
Management
Strategic plan design and carrier negotiations to maintain cost-effectiveness without compromising quality.
Client-Centric
Approach
Client-Centric
Approach
A personalized, focused strategy that treats every client as a top priority.
Innovative
Technology
Innovative
Technology
Cutting-edge technology streamlines benefits administration and enrollment, enhancing accuracy and efficiency.
Benchmarking and
Analysis
Benchmarking and
Analysis
Continual market analysis ensures benefits offerings are competitive and cost-effective.
Employee
Education
Employee
Education
Direct support and comprehensive guides help employees understand and value their benefits.
Matrix Insurance Agency partners with the nation's leading insurance carriers to provide comprehensive group benefits tailored to businesses of all sizes. We offer a wide range of options for health, dental, vision, life, and disability insurance, ensuring valuable coverage for employees while meeting company goals.
With 20+ years of experience, we leverage strong relationships with top-tier carriers to negotiate the best rates and plans for our clients. By working with Matrix Insurance Agency, you gain access to a trusted network of insurance providers, ensuring your employees receive the benefits they deserve
Navigating futures, integrating paths
Our step-by-step approach ensures clarity and support for your team throughout the benefit journey.
Services We Offer
Question of the week
What is a “plan document” with respect to insurance plans offered by private employers?
A plan document is the official governing document of employee benefit plans, such as health, welfare, and retirement plans. The Employee Retirement Income Security Act (ERISA) requires that almost all private employers that sponsor benefit plans have corresponding plan documents.
Your plan document should include specific information about the plan, such as eligibility, funding and contribution requirements, details about each benefit, and ERISA disclosures. You should have separate ERISA plan documents for retirement plans and the health and welfare plans because the structure, funding, and legal requirements for these plan types differ.
ERISA also requires a summarization of the plan document, called the Summary Plan Description (SPD), to be provided to employees within 90 days of becoming covered under the plan and when the plan document is changed. The SPD should be written in plain language so it’s easy for employees to understand the plan’s features and benefits.
The Next-Level 5 Star Employee Benefits Broker
Matrix boasts a 4.9-star rating in the and is highly rated by many trusted platforms.
We have been working with Matrix Team for over a decade, and truly admire them. Matrix is one of the best insurance providers based in the NorCal Bay Area, and I would highly recommend their services. Matrix Team is very personable, and you can trust them and their very credible insurance services.
Marvel Philip
Founder and CEO | EdTheory LLC
We've been working with Matrix for several years, and we strongly recommend them because we feel the founders are very honest and capable. Health insurance is a very sensitive issue. It's expensive, and it can be cumbersome sometimes, depending on your plan. With Matrix, we always get the prices that best match our needs. Plus, when it comes to billing questions or problems with some employees' copayments, we contact the Matrix team, and we're always taken care of. After many years of searching and changing brokers, we finally found the right one to stay with!
Sandra Jaimes
Financial Controller | Bill Brown Construction Company
Matrix has an excellent team that ensures smooth operation of benefit plans. I have worked with Matrix for over 10 years and have only good experience to talk about. I am happy to unconditionally recommend Matrix Team for all insurance needs.
Alan Krishnan
Member, Board of Advisors (USA) & Managing Director (Canada & UK) | SkillNet Solutions Inc.
Matrix team is very helpful, responsive, prompt and reliable. They are able to solve most of our issues in very short time. It’s been a pleasure working with Matrix for the past 8 years. I would highly recommend Matrix for employees benefits and commercial insurances.
Vinita Dujari
Global Operations and HR Manager | Drishticon Inc.
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