Brown & Brown Insurance delivers risk management solutions to help protect and preserve what our customers value most. Our four business segments—Retail, National Programs, Wholesale Brokerage and Services—offer a wide range of insurance solutions to businesses and individuals. We are one of the insurance industry’s most powerful and influential leaders, with a strong, deeply rooted cultural foundation built on integrity, innovation, superior capabilities and discipline. The Power of WE ignites our performance, and while diverse and varied in abilities and experience, we are all connected through our core values, a commitment to our local communities and a shared mission—always doing what is best for our customers. Brown & Brown is proud to be certified as a Great Place to Work®, and we are always actively looking for talented teammates who embrace our culture to join our winning team. Find us on the NYSE as BRO.

Foundation Risk Partners is one of the fastest growing insurance brokerage and consulting firms in the United States. Through acquisition and organic growth, we continue to expand throughout all regions with a specific growth strategy that ensures a complementary mix of industry expertise, coverage, specialized services, location, values and cultural fit. The team at Foundation Risk Partners is driven to seek new levels of success for our partners, while providing superior results for our clients.

At Frontline Insurance, we’re more than an insurance company. We’re your partner in protecting what matters most in your life. We bring peace of mind to your home, liability and property insurance needs by listening, understanding and responding with reliable, competitively priced insurance policies and individual attention. We provide coverage and a level of service that’s above and beyond the expected. And if you experience a loss, we work as a partner to make you whole again, resolving your concerns, as well as your claims. Frontline Insurance is a group of independent insurance companies serving coastal homeowners throughout the Southeast United States in Florida, Georgia, Alabama, North Carolina, and South Carolina. We offer homeowners a financially stable, proven insurance company with a record of superior claims service. Our partnership, experienced insurance agents and willingness to go the extra mile ease the burden that comes with experiencing a loss – and make your search for quality homeowners insurance at competitive rates simple and straightforward.

North American Risk Services, Inc. (NARS) is a premier third party claims administrator that is dedicated to producing the best possible results for our clients. Founded in 1996, we handle claims for insurers, brokerages, managing general agencies, captives, reinsurers, liquidation bureaus, self-insured funds and public entities. With NARS, you get the best of both worlds. We have a small company mindset and understand one size does not fit all. We offer flexibility in service and take the time to understand client needs in order to build a tailored claims administration package. Wholly owned by our senior management, our service philosophy is high touch and our clients are truly part of the NARS family. We match our largest competitors by offering a nationwide presence, a customizable claim system, high staff experience levels and sophisticated reporting and analytics. We handle Commercial and Personal Auto, Commercial and Residential Property, Construction Defect, General Liability, Inland Marine, Professional Liability and Worker’s Compensation claims across a variety of industries. Through thoughtful and efficient claims adjustment, we make our customers whole again.

Security First Managers

ORMOND RE GROUP, INC. is an insurance company based out of 140 S ATLANTIC AVENUE, ORMOND BEACH, Florida, United States.

TurningPoint Healthcare Solutions is a leader in advanced clinical and technology-enabled complex condition management. TurningPoint provides an innovative suite of specialty care management services and technologies that enable health plans to improve the safety, quality, and affordability of healthcare. Through its platform and specialized team of clinical experts, TurningPoint works collaboratively with providers to deliver optimal care. TurningPoint offers condition-specific, quality-driven, value-based care management services that optimize care from diagnosis and discovery through recovery. TurningPoint’s comprehensive and integrated suite of services enhances the support individuals need, at the time they need it most.  Since launching in 2015, TurningPoint has provided support to more than 42 million people across numerous clinical specialties, including musculoskeletal (MSK), cardiology, oncology, wound care, ENT, sleep, and others.

“Here at Health Insurance Associates, Inc our goal is not to be the biggest agency, but the BEST Agency.” That was the vision our current president and agent, Jim Courtney, had when he founded Health Insurance Associates in 1974, and it remains to this day. We have withstood the test of time by surrounding ourselves with employees who are dedicated to putting the customer’s needs above all else, as well as partnering with insurance carriers who perform only at the highest levels. Being a locally owned company in southeastern Wisconsin, we understand the struggles that both companies and individuals have with managing healthcare costs because we have them too. We want to be your guide for everything health, life, dental, vision, and disability. On the employee benefits side, we enjoy working with small businesses with anywhere from 2-100 employees. Most companies in this sector have limited resources when it comes to employee benefits administration, which is exactly why we are here. Any problem that comes up, billing and claims issues, appeals, processing enrollments and terminations, COBRA and State Continuation administration, or when you are seeking general guidance and expertise, we are here for you. In addition to our expertise in employee benefits, we also work with many individuals who don’t have access to health insurance through their employer by helping them find coverage both on and off the exchange. Many of these individuals are eligible for subsidies, which for some people can lead to $0 premiums. Also available to individuals are a wide array of term and whole life insurance products, dental, vision, and short term and long term disability. If you are a current client, we thank you for your business and loyalty. If not, we look forward to the opportunity to earn your business and welcoming you into the HIA family. Jim & Patrick Courtney Managing Partners Phone (262) 786-6666 Email: [email protected]

ThompsonBaker is a full-service agency offering personalized insurance, business coverage and financial services. We have been serving the needs of our clients in the St. Augustine area since 1925.

Retirement Solutions Specialists provides qualified retirement plan consultation and administration for owner-only, small businesses, corporations, public entities and non-profit organizations throughout the southeast. Mission Statement: Partnering with our clients, plan sponsors and participants to Achieve their Retirement Vision through a high-touch, proactive and consultative relationship. It is our goal to develop a retirement solution that will maximize the contributions and tax-deferral for our client business owners. We specialize in plan design and offer unbiased, independent advice to our clients. Once the plan has been designed, we assist our clients with a thorough and objective vendor selection. The types of plans we specialize in include: Profit Sharing (Age-Weighted and New Comp) 401(k) including Traditional and Safe Harbor Traditional Defined Benefit Plans Cash Balance Defined Benefit Plans DC/DB Combo Plans Owner-Only Plans ERISA 403(b) Plans Self-Direct Brokerage 401(k) accounts Standard services and administration include: Plan design analysis, consultation and vendor selection Participation with employee enrollment meetings All necessary Plan and Trust documents Summary Annual Reports Summary Plan Description ADP/ACP discrimination and required compliance tests Signature ready Form 5500 and related Schedules

Everlong is a better way to purchase group health insurance. Everlong facilitates the formation of and ongoing operation of high performance health insurance captives for Employer owners and their Brokers willing to buck the current system. Employers who are members of the Everlong Captive take the profits that health insurance carriers make and pay that money back to themselves with an innovative insurance and funding solution. Members also reduce long-term claims costs through sophisticated initiatives to improve employee health. Enquiries [email protected]

My primary role within this TPA firm is to process distributions. I communicate with clients, participants, & record keepers to prepare and send distribution forms, loan and hardship paperwork, as well as force outs. I put together retirement plan data sheets, calculate vesting, complete various logs, and apply the appropriate fee to process the requests. I’ve also been trained to do plan work, including reconciliations, census checks and imports, in addition to completing 5500 tax forms and 8955 SSA statements. We utilize MS Office and Relius at the firm.