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.

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.

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.

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.

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.

We offer a unique combination of personalized, confidential enrollment assistance, year-round benefits guidance, and benefits administration technology. Optavise unifies three of CNO’s existing Worksite brands (DirectPath, Web Benefits Design, and PMA USA) into a single go-to market brand. Optavise serves nearly 20,000 businesses and employers that include small- and medium-sized businesses and Fortune 100 companies. CNO Financial Group, Inc. (NYSE: CNO) acquired DirectPath in early 2021.

Benefit Strategies Group, Inc., located in the dynamic city of Huntsville, AL, is a prominent insurance brokerage office renowned for its extensive expertise in serving local and regional employers. This larger office stands out for its specialized knowledge in medical and ancillary benefits, catering adeptly to the unique needs of midsize employers. One of the hallmark traits of this office is its profound understanding and experience within the scientific research and development services industries. This expertise is exemplified through their work with top clients like Simulation Technologies, a significant player in the scientific research sector based in Alabama. Serving over 180 participants at Simulation Technologies, Benefit Strategies Group, Inc. demonstrates an exceptional ability to handle complex benefits needs for companies with a substantial workforce. As a local brokerage firm, they bring a personalized and nuanced approach to benefit solutions, ensuring that their services are tailored to the specific regional and industry-related needs of their clients. This local focus, combined with their broad capabilities, makes them a valuable asset to any midsize employer seeking comprehensive and customized insurance solutions. Benefit Strategies Group, Inc. in Huntsville distinguishes itself through a blend of local market acumen and wide-ranging industry knowledge, positioning itself as a top choice for employers seeking a broker that understands the intricacies of their specific sector and regional requirements.

Dowdy Insurance is a company based out of 7352 Wall Triana Hwy, Madison, Alabama, United States.

Harry H. Bayer is a seasoned employee benefits broker based in Birmingham, AL, specializing in crafting tailored benefits solutions for a variety of clients. With a focus on meeting the unique needs of self-funded employers, Harry has developed a keen understanding of the complexities involved in managing employee benefits efficiently and effectively. His portfolio showcases a strong track record of partnerships with esteemed clients, including National Cement Company, Inc., Concrete Holding Co. of AL, and Walker Concrete LLC. Through a blend of expertise, dedication, and personalized service, Harry H. Bayer ensures that each client receives a strategic approach to benefits management, aiming to optimize their investment in employee health and wellness. His commitment to excellence and deep local market knowledge make him a trusted advisor in the field of employee benefits.