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

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.

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.

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.

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.

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.

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.

Dan Singley's insurance brokerage, located in Birmingham, AL, stands out for its specialized expertise in catering to local and regional employers with a strong focus on medical and ancillary benefits. This office is part of a local brokerage firm, emphasizing personalized service and deep understanding of the regional market. Their proficiency particularly shines in working with activities related to credit intermediation industries, showcasing their versatility and ability to handle complex insurance needs. Their clientele is diverse, ranging from small employers to significant players in various sectors. Notable examples include AC Legg Packing Co, a prominent name in the food manufacturing industry in Alabama, engaging over 50 participants. They also cater to Repay Management Services, a key player in the credit intermediation sector, supporting a substantial workforce of 1560+ participants. Another example of their wide-ranging expertise is their work with GA West and Company in the specialty trade contractors industry, providing insurance solutions for 90+ participants. This brokerage is known for its ability to tailor services to meet the specific needs of smaller employers, demonstrating a unique understanding of the challenges and opportunities within this segment. The team’s depth of knowledge in local and regional market dynamics, combined with their proven track record in managing diverse client portfolios, makes Dan Singley's Birmingham office a go-to choice for employers seeking reliable and comprehensive insurance solutions.

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.

When it comes to protecting what matters most in business and everyday life, at McGriff we believe our clients should never settle for less than the best. For more than a century, we’ve relied on expertise, resources, and relationships to deliver insurance and risk management solutions focused on our clients’ priorities and what they value most. McGriff is a Marsh & McLennan Agency LLC Company. Our solutions include commercial property and casualty, corporate bonding and surety, cyber, executive risk, management and professional liability, captives and alternative risk transfer programs, employee benefits, small business and personal lines insurance. Our experienced risk management specialists develop highly tailored solutions while listening, learning, and executing with precision under the guidance of our four core principles: Integrity: We do what we say, every single time. Determination: We relentlessly pursue success on your behalf. Passion: We are specialists in our field driven to serve you. Collaboration: We build strong relationships with teammates, partners, and you to create the best solutions. The world is ever changing as is the risk environment facing businesses and individuals alike. McGriff is committed to providing our clients with the guidance necessary to help them successfully navigate their risk path. Join the thousands of businesses, organizations and individuals across the country who choose McGriff, a firm dedicated to building long-term relationships and helping protect your most valuable assets. With McGriff, you’ll never have to settle for less.

USI is one of the largest insurance brokerage and consulting firms in the world, delivering property and casualty, employee benefits, personal risk, program and retirement solutions to large risk management clients, middle market companies, smaller firms and individuals. Headquartered in Valhalla, New York, USI connects over 10,500 industry-leading professionals across approximately 200 offices to serve clients’ local, national and international needs. USI has become a premier insurance brokerage and consulting firm by leveraging the USI ONE Advantage®, an interactive platform that integrates proprietary and innovative client solutions, networked local resources and enterprise-wide collaboration to deliver customized results with positive, bottom-line impact. USI attracts best-in-class industry talent with a long history of deep and continuing investment in our local communities. For more information, visit usi.com.