Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement & wealth, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With over 15,000+ colleagues and 300+ offices across the United States and Canada, MMA combines the personalized service model of a local consultant with the global resources and expertise of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC). MMA generates more than $5 billion in annualized revenue, making it one of the largest brokerage operations in North America.

With an office in Mobile, AL, Coastal Workplace Benefits helps businesses along the Gulf Coast design unique benefit strategies and cost containment solutions. We pride ourselves in providing unparalleled service and being available for our customers and their employees when they need us. The team at Coastal Workplace Benefits designs benefit plans that not only meet your objectives, but also your budget. Our extensive knowledge of the local markets and our close insurance carrier relationships allow us to ensure your benefits are competitive and that your employees feel valued and secure. We go the extra mile to make sure your employees are getting the most they can out of the benefits you offer. Our team is comprised of specialists across many facets of the benefits market including compliance, technology, partially and self-funded products and group benefits. Our depth of knowledge and experience allows us to provide cutting edge solutions with a local feel and personal touch.

Optavise is a trusted benefits partner for business owners and human resources professionals who work hard to build and maintain a healthy, happy workforce. Through Optavise’s cohesive suite of products and services, we guide employers and employees through their healthcare choices to help reduce costs and increase benefits engagement. We streamline administration for employers and educate employees about benefits and care options, making it easy for them to choose and use their benefits wisely. Optavise provides a first-of-its-kind benefits solution, including: • Benefits administration technology for a streamlined enrollment process • Customizable selection of voluntary benefits that employees want and need • Year-round benefits education, communications and advocacy to inform and empower employees to become better healthcare consumers • Expert resources, helping employees maximize their benefits and make more informed choices for themselves and their family members For brokers and agents, Optavise is an opportunity to represent a company that’s changing the game in employee benefits and to be rewarded for hard work. Our comprehensive benefits solution delivers measurable outcomes for employers, leading to greater satisfaction, higher retention rates and increased earning opportunities. Visit Optavise.com to learn more and schedule a demo. Privacy and Legal Info: Optavise.com/privacy-center

Gallagher, a global insurance brokerage, risk management, and consulting firm, serves communities around the globe, helping clients address risk, protecting assets, and recovering from losses. The products and services we provide keep businesses and institutions running, and enable individuals and families to face their future with confidence. Gallagher provides retail and wholesale property and casualty brokerage, alternative risk transfer services, employee benefit consulting, and actuarial services. Gallagher also offers claims and information management, risk control consulting and appraisal services, human resource consulting, and retirement services. Follow us on social: Instagram: http://instagram.com/gallagherglobal Facebook: http://www.facebook.com/GallagherGlobal Twitter: https://twitter.com/GallagherGlobal YouTube: https://www.youtube.com/GallagherGlobal

BRP is now The Baldwin Group! We’ve updated our name to reflect our unified group of talented teams across the country. The Baldwin Group is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance. Since our founding in 2011, we’ve evolved from a local business into a national firm with a vast network of specializations and industry practices for the benefit of our more than two million clients across the country. In addition, we have built excellent relationships with a wide range of insurance company partners. These relationships, coupled with our entrepreneurial and family-oriented culture, and deep expertise enable us to seamlessly deliver a breadth of innovative solutions to clients. At The Baldwin Group, we help provide the solutions our clients need to have confidence and gain peace of mind as they pursue what’s possible for themselves, their families, and their businesses. Whether they are renting their first apartment or buying a larger home, opening a small business or taking their company public, we offer solutions to support them on every step of their journey. This has been our story since the beginning—we provide the indispensable expertise and quality insights that give our clients peace of mind to pursue their purpose, passion, and dreams. And that’s what The Baldwin Group will continue to do for years to come: we protect the possible.

Insurance Office of America (IOA) is the fourth largest privately held insurance brokerage in the United States. Founded in 1988, IOA is a recognized leader in providing property and casualty, employee benefits, and personal lines insurance and risk management solutions as well as insurtech innovation. Headquartered in Longwood, Florida, part of the greater Orlando community, IOA has more than 1,300 associates located in over 60 offices in the U.S. and United Kingdom. For more information, visit www.ioausa.com.

Sunstar Insurance Group is a financial holding company that seeks to acquire majority equity ownership positions in independent insurance agencies that are located in our geographical footprint and which would be compatible with our entrepreneurial sales culture and partnership management philosophy. The Sunstar corporate vision is to be recognized as the premier regional insurance agency in our market area by providing exceptional service, professional expertise, trusted advice and competitively priced insurance products to our clients. We will strive to be acknowledged as the best in industry class by our core constituencies who are the company’s employees, clients, underwriters and shareholders.

At Lakeshore Benefit Alliance (LBA), we are an Alliance of consultants, insurance carriers, healthcare providers, employees, and employers. Our consultants save your organization time and money by providing effective benefits communication, innovative products, and by leveraging our relationships and our entire block of business so that all of our clients, big or small, can benefit from economies of scale. In today's environment, we find it impossible to ignore rising healthcare premiums, increased out-of-pocket costs, and the burden of complying with ever-changing healthcare regulations, which is why we developed Alliance Secondary Insurance. Alliance Secondary Insurance is the most innovative, comprehensive, and cost-effective supplemental health insurance product in the marketplace. Please read more about LBA and Alliance Secondary Insurance to learn more about the numerous Health Reform advantages it provides, all while reducing your overall health insurance premiums and saving your employees money on medical expenses.

Gallagher, a global insurance brokerage, risk management, and consulting firm, serves communities around the globe, helping clients address risk, protecting assets, and recovering from losses. The products and services we provide keep businesses and institutions running, and enable individuals and families to face their future with confidence. Gallagher provides retail and wholesale property and casualty brokerage, alternative risk transfer services, employee benefit consulting, and actuarial services. Gallagher also offers claims and information management, risk control consulting and appraisal services, human resource consulting, and retirement services. Follow us on social: Instagram: http://instagram.com/gallagherglobal Facebook: http://www.facebook.com/GallagherGlobal Twitter: https://twitter.com/GallagherGlobal YouTube: https://www.youtube.com/GallagherGlobal

CNL Enterprises, based in Florence, Alabama, is a specialized insurance broker that excels in serving local and regional employers with a focus on medical and ancillary benefits. As a subchapter S corporation, they have shown robustness in their field, evident from receiving a Coronavirus-related PPP loan from the SBA, amounting to $14,900 in April 2020, which has since been paid in full or forgiven. Their expertise is particularly notable in the building equipment contractors industry, where they have demonstrated significant competence. Additionally, CNL Enterprises has established a strong presence in the insurance sector, classified under the NAICS code 524210 for Insurance Agencies and Brokerages. This reflects their depth of knowledge and capability in addressing the unique insurance needs of businesses in various sectors. Notable among their clientele are Franklin Structures, a prominent player in the miscellaneous manufacturing industry in Alabama, with over 220 participants, and Jesse Stutts, a key firm in the building equipment contractors industry, also based in Alabama, with more than 150 participants. This highlights CNL Enterprises' ability to cater to midsize employers, delivering tailored insurance solutions that resonate with their clients' specific requirements. The combination of their local expertise, focus on significant industries like building equipment contractors, and a track record of serving substantial local businesses, positions CNL Enterprises as a competent and reliable choice for employer benefits buyers looking for specialized insurance brokerage services in Florence, AL.

What makes Lockton stand apart is also what makes us better: independence. Our private ownership empowers our 12,500+ Associates doing business in over 140+ countries to focus solely on clients' risk and insurance needs. With expertise that reaches around the globe, we deliver the deep understanding needed to accomplish remarkable results.