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.

Petra RMS, as a part of the Sunstar Insurance Group, is one of the largest privately held insurance brokerage firms in the Southeast. As a privately held agency, we can be flexible to meet the specific needs of each of our clients. We pride ourselves on being able to provide the resources and services of a large national brokerage firm and still have that boutique broker feel. We are headquartered in Birmingham, Alabama with offices located throughout Alabama, Georgia and Tennessee. Sunstar Insurance Group LLC, is a holding company that provides financial capital, operating resources and strategic oversight to the portfolio of insurance agencies. Sunstar holds licenses to do business across all 50 states. Our Team Experience: • Employee Benefits Consulting Expertise • Employee Benefits Account Management • Human Resources Operations and Employee Benefits Leave Differentiators: • Our team takes a consultative approach when working with our clients. We strategically deliver and manage a cost-effective benefits program that helps you reduce costs and enhance the quality of your plan and assists in attracting and retaining a talented workforce. • We provide value added services to our clients at no additional cost such as: HR and Compliance Support, Technology Consulting, Employee Communication and Engagement, Data Analytics, and Actuarial Consulting. • Our clients have a dedicated service team that works around the clock to assist in the implementation and management of their employee benefits program. • Transparency – we believe you should know how much you pay us and what you pay for.

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.

Coastal Workplace Benefits, LLC is a highly reputable insurance broker located in Mobile, Alabama. With extensive experience in the Mobile market, they have become one of the top brokerages in the area. Specializing in serving clients across Ohio, Coastal Workplace Benefits, LLC caters to a diverse range of large and midsize employers. One notable client of this office is Sirius Technical Services Inc, a prominent employer in the facilities support services industry with over 530 members. Coastal Workplace Benefits, LLC collaborated closely with Sirius Technical Services Inc's HR and finance team to establish a tailored self-funding arrangement, PPO plan, and pharmacy benefit management (PBM) solution. This approach was specifically designed to meet the unique needs of their members. In addition to Sirius Technical Services Inc, Coastal Workplace Benefits, LLC serves other esteemed employer clients such as Employee Liability Management Inc, Healthactions Physical Therapy and Wellness, and Hollister Investments Inc. Their expertise spans various industries, including general freight trucking, health practitioners, and offices of physicians. With a strong track record of delivering exceptional service, Coastal Workplace Benefits, LLC consistently ensures that their clients' needs are met. They possess extensive experience in working with PPOs, PBMs, and other pharmacy providers, enabling them to offer comprehensive solutions that align with the specific requirements of their members. This expertise, coupled with their wide range of experience and knowledge across client sizes and industries, has earned Coastal Workplace Benefits, LLC a commendable M Score. As a local insurance broker, Coastal Workplace Benefits, LLC is dedicated to providing outstanding service to clients in the Mobile, Alabama area and beyond. Their commitment to excellence and comprehensive understanding of the insurance landscape make them an ideal partner for employers seeking tailored and effective benefits solutions.

Cox Associates, Inc. is a trusted local insurance broker operating from their office in Huntsville, Alabama. With a focus on serving midsize employers, they possess extensive experience and expertise in designing insurance solutions to meet the unique needs of their clients. One notable example of their work in the Huntsville area is their partnership with Thompson Gray, Inc., a leading employer in the management, scientific, and technical consulting services industry, boasting a workforce of 190 employees. Cox Associates collaborated closely with the HR and finance team at Thompson Gray to develop a customized insurance plan that included a self-funding arrangement and a carefully designed preferred provider organization (PPO) plan tailored to address the specific requirements of their members. Cox Associates, Inc. has established a reputation for excellence in client service and a deep understanding of PPOs, ensuring that they effectively meet the needs of their clients and their members. While serving their clients in Illinois and Tennessee, they have built strong relationships with notable employers such as GaN Corporation, Hill Technical Solutions (HTS), and Thompson Gray, Inc. With a wide range of experience and expertise across various client sizes and industries, Cox Associates, Inc. has garnered a good M Score, highlighting their ability to provide comprehensive insurance solutions to meet the diverse needs of their clients. They excel in industries such as architectural, engineering, and related services, professional, scientific, and technical services, and management, scientific, and technical consulting services. As one of the leading brokerages in the Huntsville, AL market, Cox Associates, Inc. has established themselves as a trusted partner for employers seeking reliable insurance solutions. Their deep industry knowledge and commitment to delivering exceptional service position them as a go-to choice for midsize employers in the region.

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.

Insurance Office of America (IOA) is the fourth largest privately held insurance brokerage in the United States. Founded in 1988, IOA is a recognized leader in providing property and casualty, employee benefits, and personal lines insurance and risk management solutions as well as insurtech innovation. Headquartered in Longwood, Florida, part of the greater Orlando community, IOA has more than 1,300 associates located in over 60 offices in the U.S. and United Kingdom. For more information, visit www.ioausa.com.

Mcgriff Insurance Services, a renowned national insurance consultant, operates an office in Birmingham, Alabama. With a comprehensive approach to insurance services, Mcgriff Insurance Services caters to clients of all sizes, ranging from large corporations to midsize and small employers. Their extensive experience includes working with self-funded employers, collaborating with clients and preferred provider organizations (PPOs) to meet the unique needs of members, and partnering with pharmacy benefit managers (PBMs) and other specialized pharmacy providers. In their Birmingham office, Mcgriff Insurance Services has successfully served a diverse range of clients, including Penick Village, a prominent employer in the health care and social assistance industry with 120 members. They worked closely with Penick Village's HR and finance team to establish a customized self-funding arrangement, along with a PPO plan, PBM, and drug plan tailored specifically to the requirements of their members. Mcgriff Insurance Services boasts an exceptional M Score, reflecting their exceptional range of experience and expertise across various client sizes, industries, and insurance products. Their strong understanding of lessors of real estate, petroleum and petroleum products merchant wholesalers, and services (except public administration) industries positions them as a valuable partner for clients in these sectors. The Birmingham office of Mcgriff Insurance Services serves clients across multiple states, including Georgia, Tennessee, Texas, Kentucky, North Carolina, Mississippi, Arkansas, South Carolina, Virginia, Louisiana, Alabama, and Maryland. Their esteemed clientele includes Advanced Environmental Recycling Technologies Inc, Ascension Property Services, Ducks Unlimited, and John W. Stone Oil Distributor, LLC. With their commitment to providing comprehensive insurance solutions and their extensive expertise across a wide range of industries, Mcgriff Insurance Services remains a trusted and reliable insurance partner for businesses of all sizes.