BKS Partners is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. BKS Partners has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. BKS Partners, a subsidiary of BRP Group, Inc. (NASDAQ: BRP), takes a holistic and tailored approach to insurance and risk management. Learn more at www.bks-partners.com.

Better Benefits For Alabama LLC, located in Auburn, AL, is a distinguished insurance broker specializing in providing comprehensive benefit solutions to midsize employers. As a local brokerage firm, they offer a unique understanding and expertise in addressing the specific needs of regional businesses, particularly in the medical and ancillary benefits sectors. Their adeptness in navigating the complexities of these areas is a testament to their commitment to delivering tailored insurance solutions. One of their notable strengths lies in serving industries involved in support activities for animal production. Their proficiency is exemplified through their successful collaboration with prominent clients like Global K9 Protection Group, a major player in the Alabama animal production support sector, boasting over 300 participants. This partnership underscores Better Benefits For Alabama's capability to manage extensive and diverse benefit requirements with ease and efficiency. Their local presence in Auburn fortifies their ability to offer personalized services, understanding the nuances and challenges specific to regional employers. This local insight, combined with their broad industry expertise, enables them to craft benefit packages that are not only competitive but also aligned with the unique demands of each business they serve. Better Benefits For Alabama LLC's portfolio, marked by a blend of local knowledge and industry-specific expertise, positions them as a reliable and insightful partner for midsize employers seeking comprehensive and customized benefit solutions. Their track record of success with notable clients further cements their reputation as a go-to brokerage for businesses in and around Auburn, Alabama.

What makes Lockton stand apart is also what makes us better: independence. Lockton's private ownership empowers its 10,000+ Associates doing business in over 125 countries to focus solely on clients' risk and insurance needs. With expertise that reaches around the globe, Lockton delivers the deep understanding needed to accomplish remarkable results. For 14 consecutive years, Business Insurance magazine has recognized Lockton as a "Best Place to Work in Insurance." Lockton was named among the 2022 Best Managed Companies by Deloitte and the Wall Street Journal, a program that recognizes excellence and honors private companies for their strategy, execution, culture, and financials.

Lakeshore Benefit Alliance in Birmingham, AL, boasts a formidable presence as a leading insurance broker with a vast and bustling office. Their expansive team is well-versed in catering to the needs of a diverse clientele, showcasing considerable expertise in servicing self-funded clients across various industries. Notably, they have successfully supported local and regional employers, establishing themselves as a reliable partner in the complex landscape of employee benefits. This broker stands out for its extensive experience with employers of varying sizes. Whether working with midsize, large, or small enterprises, Lakeshore Benefit Alliance has demonstrated a nuanced understanding of the unique challenges and requirements each segment presents. Their track record is underscored by successful collaborations with an array of businesses, including notable entities like Ability Plus, Alabama Credit Union, and Alabama Grocers Association. These partnerships reflect their adaptability across sectors such as nursing and residential care facilities, depository credit intermediation, grocery and convenience retailing, as well as expertise in land subdivision, offices of dentists, and legal services. Part of a local brokerage firm, Lakeshore Benefit Alliance is a go-to resource for employers seeking tailored and effective insurance solutions. With their wealth of experience and commitment to client satisfaction, they continue to be a trusted choice for businesses navigating the complexities of employee benefits in the vibrant business landscape of Birmingham, AL.

We are a regional insurance firm specializing in executive and employee benefits located in Vestavia, Alabama. Mike Priestley started in the life and disability insurance business in 1980 and has extensive experience guiding clients and building long-term relationships delivering customized benefits packages.

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With over 9,000 colleagues and 160 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 $2 billion in annualized revenue, making it one of the largest brokerage operations in North America.

Patriot Insurance has been providing peace of mind for families and businesses in New England for over 50 years. Headquartered in Yarmouth, Maine, we are a regional carrier offering business, home, auto, life and surety products backed by local, autonomous claims, loss control and underwriting teams. We work exclusively with independent agents who can give our customers the personal guidance and service they deserve. Since 2007, we have partnered with Frankenmuth Insurance, a longstanding company founded in Michigan in 1868. Patriot Insurance is financially sound, with an AM Best rating of “A” (Excellent).

Patriot Insurance has been providing peace of mind for families and businesses in New England for over 50 years. Headquartered in Yarmouth, Maine, we are a regional carrier offering business, home, auto, life and surety products backed by local, autonomous claims, loss control and underwriting teams. We work exclusively with independent agents who can give our customers the personal guidance and service they deserve. Since 2007, we have partnered with Frankenmuth Insurance, a longstanding company founded in Michigan in 1868. Patriot Insurance is financially sound, with an AM Best rating of “A” (Excellent).

Valent Group, located in Huntsville, AL, stands out as a reliable insurance broker with a robust track record in catering to the needs of local and regional employers. With a primary focus on medical and ancillary benefits, this office has amassed considerable expertise in the dynamic landscape of employer benefits. Their portfolio boasts an impressive array of clients, showcasing their proficiency in serving diverse needs. Notable clients include Oncology Specialties PC, a key player in the offices of physicians industry in Alabama, boasting over 100 participants. Similarly, they have successfully collaborated with Sportsmed Orthopaedic Specialists PC, accommodating 160+ participants, and The Orthopaedic Center PC, a major player with a participant base exceeding 420. Valent Group's commitment to excellence extends across various offices of physicians industries, solidifying their position as industry leaders. As a local brokerage firm, they bring a personalized touch to their services, understanding the unique challenges and opportunities within the Huntsville business community. One of their distinct strengths lies in their demonstrated experience with midsize employers, reflecting an ability to navigate the nuanced requirements of this demographic. For employers seeking a trusted partner with a local touch and proven expertise, Valent Group in Huntsville, AL, stands as a formidable choice in the realm of insurance brokerage.