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.

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.

Byars & Associates Inc., located in Jasper, Alabama, is a notable local brokerage firm known for its expertise in providing medical and ancillary benefits to local and regional employers. This firm stands out for its deep understanding and responsiveness to the needs of businesses in the building equipment contractors industry, as evidenced by their successful partnership with top customers like Powergrid Services, which has over 1000 participants. The foundation of Byars & Associates Inc. lies in its roots as a small local business that has expanded to six offices across Alabama, becoming a part of the WRM Group. This growth is a testament to their commitment to understanding the unique demands of local businesses and their dedication to nurturing and developing each customer relationship. They pride themselves on delivering exceptional customer service experiences, prioritizing the establishment of meaningful connections with their clients. Their approach to insurance is both personal and comprehensive. They employ a unique process to identify, measure, and prioritize risks, beginning with a thorough understanding of a customer’s operations, risk management programs, and future goals. This process is not just about assessing risks but also about building trust and understanding the client on a deeper level. Byars & Associates Inc. is committed to reliability and consistency in their service, upholding a principle of fulfilling promises without exception. This ethos is central to their business philosophy, emphasizing the importance of execution in every aspect of their operations.

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.

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).

Founded in 1994, USI Insurance Services is one of the largest privately-held insurance brokerage and consulting firms in the United States. USI, which stands for “Understand, Service, and Innovate,” delivers employee benefits, property and casualty, personal risk, program, and retirement solutions nationwide. We provide the individualized, high-touch service our clients deserve, backed by USI’s national network of resources and expertise. Our Birmingham team members are fixtures in the local community. We don’t fly in just to close the deal: we live in the neighborhood. Like you, in our spare time you might catch us visiting The Vulcan, checking out The Iron Bowl, cheering on our kids’ sports teams, and of course, greeting one another with the “Roll Tide” salute.