Estes Pegram Hollifield & Associates, situated in Birmingham, AL, operates a robust and expansive office, showcasing their prominence in the insurance brokerage arena. Boasting a wealth of experience, this larger office specializes in providing comprehensive insurance solutions with a keen focus on medical and ancillary benefits for local and regional employers. Their adept team demonstrates a deep understanding of the needs specific to the nursing and residential care facilities industry, evident in their successful collaboration with top-tier clients like Collinsville Nursing Home. With over 130 participants, this partnership underscores their proficiency in tailoring insurance plans to meet the unique demands of the healthcare sector. As a proud member of a local brokerage firm, Estes Pegram Hollifield & Associates brings a personalized touch to their services. Their commitment to midsize employers reflects in their demonstrated track record, showcasing a nuanced understanding of the challenges and opportunities faced by businesses of this scale. The office's expertise extends beyond mere insurance transactions; it encapsulates a holistic approach to client relationships, ensuring that each employer receives tailored solutions aligned with their industry nuances. Estes Pegram Hollifield & Associates stands out as a reliable partner, navigating the complex landscape of insurance with finesse and dedication.

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

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.

Founded in 1954, Palomar Insurance is one of the oldest independent agencies in the Southeast. We serve both domestic and international customers and design insurance programs that fit their financial and risk needs. Our corporate office is located in Montgomery, AL with business offices in Kennesaw, GA, Chattanooga, TN, Greenville, SC, Birmingham, Mobile, and Troy, AL.

Yeary & Moore LLC is a trusted insurance broker located in Mountain Brook, Alabama. With a deep understanding of the insurance industry, they have gained a reputation for providing exceptional services to a diverse range of clients. One notable example of their expertise is their collaboration with Pack Health, A Quest Diagnostics Company, a prominent employer in the scientific research and development services industry, employing 120 individuals. Yeary & Moore LLC worked closely with Pack Health's HR and finance team to tailor a comprehensive PPO plan, PBM, and drug plan that catered specifically to the unique needs of their members. Specializing in working with self-funded employers, Yeary & Moore LLC serves clients of all sizes, ranging from large corporations to midsize and small businesses. Their client portfolio includes esteemed companies such as Arlington Properties, Montgomery Transport, LLC, Nelson Brothers, and Wood Fruitticher Grocery Co., Inc. They extend their exceptional services to clients throughout Alabama, ensuring that their insurance needs are met with utmost professionalism and expertise. Yeary & Moore LLC boasts an impressive M Score, a testament to their extensive experience and proficiency in serving clients across various industries. Their expertise extends to machinery, equipment, and supplies merchant wholesalers, grocery and related product merchant wholesalers, as well as specialized freight trucking industries. With a commitment to providing tailored insurance solutions and personalized attention, Yeary & Moore LLC stands out as a reliable insurance broker for businesses seeking comprehensive coverage and unparalleled support.

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.

Valent Group (previously S.S. Nesbitt), an EBSCO Company Risk Consulting for Businesses, Employee Benefits and Individuals Valent Group provides risk consulting for employee benefits, businesses and individuals and is a division of EBSCO Industries, a multibillion dollar Forbes Top 200 privately held company. We deliver a Fortune 1000 experience that is traditionally only reserved for the largest of companies, offering services that go beyond insurance placement including: HR, Compliance, Data Analytics, Wellness Programming and Plan Design, as well as Claims Advocacy, Loss Control, Executive Risk & Succession, Cyber, Workers Comp, Facility Security and beyond. Named a Best Practices Agency by The Independent Insurance Agency & Brokers of America for the past three years, we believe great companies are built by great teams. Our team of passionate, service-oriented consultants can’t wait to serve you! Going Beyond Benefits: Our Employee Benefits Practice Lean on our team to take a data-driven look under the hood to see what’s driving your healthcare costs while also counting on us to provide innovative program design and solutions that include compliance guidance, HR consulting, wellness programming and more. Empowering Businesses: Property & Casualty Platform You can receive more services from your broker than just insurance placement. And if you’re paying too much for property & casualty services you don’t need or aren’t receiving now, there’s a better way. Our unique P&C Platform includes the business services you need, when you need them. Keeping It Personal: Comprehensive Individual Insurance Considering the benefits of bundling insurance on a car, home, boat, investment property, or vacation property? Work with our individual insurance consultants who give the next level of service that your likely not getting elsewhere.

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.

Founded in Birmingham, Alabama, our Agency business is a leading personal lines, P&C, and benefits broker and advisor that dates back 130 years. The business today serves sophisticated clients across the entire US. Our team provides advisory and brokerage expertise across all aspects of insurance and ensures that the appropriate coverage is in place for current exposures and future risks. We monitor regulatory developments, securities litigation, corporate governance trends, and make sure your company is actively mitigating any potential impact to your bottom line. We understand that every company has a unique risk profile. We partner with you to gain a deep understanding of your business and map your current and future exposures to align with bespoke insurance solutions. From strategy discussions to claims resolution, your CAC team will consistently provide our collective experience, expertise and relationships to drive the best results.