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

Patriot is a national agency specializing in Employee Benefits, Property & Casualty and Personal insurance solutions. Backed by growth equity investors GI Partners and Summit Partners, Patriot is among the fastest-growing insurance services firms in the United States.

At WTW (NASDAQ: WTW), we provide data-driven, insight-led solutions in the areas of people, risk and capital. Leveraging the global view and local expertise of our colleagues serving 140 countries and markets, we help you sharpen your strategy, enhance organizational resilience, motivate your workforce and maximize performance.

Community Insurance, LLC is a highly reputable insurance broker serving clients across various industries and sizes. With their office based in Huntsville, Alabama, they have established themselves as a leading brokerage in the local market. Community Insurance, LLC prides itself on its exceptional customer service and extensive expertise in the insurance industry. One of their key strengths is their experience in working with self-funded employers, providing valuable insights and solutions tailored to meet the unique needs of each client. They have a solid track record of collaborating with HR and finance teams to set up self-funding arrangements, PPO plans, and pharmacy benefit management (PBM) programs that cater specifically to their members' requirements. Community Insurance, LLC has earned a stellar reputation for their proficiency in partnering with clients and preferred provider organizations (PPOs) to ensure optimal member satisfaction. They also boast considerable expertise in working with PBMs and other pharmacy providers, enabling them to deliver comprehensive coverage and services. Across their serviced regions, including Ohio, Florida, Indiana, Michigan, Tennessee, Texas, and North Carolina, Community Insurance, LLC has forged strong relationships with prominent employer clients such as CB&S Bank, Trinity Management Inc, Avion Solutions Inc, and CFD Research Corporation. Their exceptional performance and extensive experience have contributed to their solid M Score, reflecting their wide range of expertise in serving clients of various sizes and industries. In addition to their proficiency in self-funded employer arrangements, Community Insurance, LLC excels in providing insurance solutions to professional, scientific, and technical services; health care and social assistance; and architectural, engineering, and related services industries. Their commitment to exceptional customer service, combined with their industry knowledge and local presence, makes Community Insurance, LLC the go-to insurance broker for businesses seeking reliable and tailored coverage solutions.

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.

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.

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.

Located in Birmingham, AL, the MartinGrace Benefit Group, Inc office is a prominent hub within the larger network of this esteemed insurance broker. Boasting extensive experience, this location is adept at servicing both self-funded clients and a diverse array of local and regional employers. The office's impressive portfolio includes collaborations with notable companies such as Cory Watson PC, a legal services firm with 100+ participants, Rarestep, a computing infrastructure provider with 330+ participants, and Wolverine Tube in the nonferrous metal industry, boasting 160+ participants. Specializing in the legal services, nonferrous metal, and computing infrastructure sectors, MartinGrace Benefit Group, Inc's Birmingham office exhibits unparalleled expertise. This is further accentuated by their affiliation with a local brokerage firm, showcasing a commitment to community engagement and understanding the unique needs of the regional market. Notably, this larger office demonstrates versatility, having successfully navigated partnerships with midsize and small employers alike. With a proven track record and a focus on tailored solutions, the Birmingham location of MartinGrace Benefit Group, Inc stands as a reliable partner for employers seeking comprehensive and effective benefit strategies.

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