BOK Financial, located in Phoenix, Arizona, stands out as a sizable office within a regional insurance brokerage firm, adept at catering to both small and large employers. This office has carved a niche in the insurance industry, showcasing notable proficiency in working with self-funded clients. Their expertise spans a diverse range of industries, including architectural, engineering, and related services, paint, coating, and adhesive manufacturing, as well as fruit and vegetable preserving and specialty food manufacturing. Their client portfolio is impressive, featuring prominent businesses such as Breckenridge-Wynkoop, a key player in the restaurants and eating places sector, based in Colorado with over 70 participants. Another significant client is Inspirato, from the traveler accommodation industry, also based in Colorado, with more than 870 participants. Additionally, they have successfully serviced Lerch Bates, an enterprise in the architectural, engineering, and related services industry, with over 510 participants. BOK Financial's ability to provide tailored insurance solutions to a wide spectrum of industries and employer sizes, coupled with their extensive experience in handling complex insurance needs, positions them as a go-to broker for employers seeking comprehensive and reliable insurance services. Their strategic approach to client management and industry-specific expertise make them a strong contender for businesses looking to secure robust insurance coverage tailored to their unique requirements.

Brown & Brown Insurance delivers risk management solutions to help protect and preserve what our customers value most. Our four business segments—Retail, National Programs, Wholesale Brokerage and Services—offer a wide range of insurance solutions to businesses and individuals. We are one of the insurance industry’s most powerful and influential leaders, with a strong, deeply rooted cultural foundation built on integrity, innovation, superior capabilities and discipline. The Power of WE ignites our performance, and while diverse and varied in abilities and experience, we are all connected through our core values, a commitment to our local communities and a shared mission—always doing what is best for our customers. Brown & Brown is proud to be certified as a Great Place to Work®, and we are always actively looking for talented teammates who embrace our culture to join our winning team. Find us on the NYSE as BRO.

Freestone Insurance Group is a highly experienced and reputable insurance broker with a local office situated in Scottsdale, Arizona. They provide exceptional services to clients across Arizona, Illinois, and North Dakota. With a wide range of expertise and experience, Freestone Insurance Group caters to large and midsize employers, ensuring that their clients receive tailored insurance solutions to meet their specific needs. One notable example of their work is their collaboration with Blue Yonder, Inc., a prominent employer in the computer and peripheral equipment manufacturing industry. Freestone Insurance Group partnered with Blue Yonder's HR and finance team to establish a self-funding arrangement, PPO plan, PBM, and drug plan, meticulously designed to cater to the unique requirements of Blue Yonder's 1,240 members. The success of Freestone Insurance Group can be attributed to their extensive knowledge and proficiency across various industries, including management of companies and enterprises, ventilation, heating, air-conditioning, and commercial refrigeration equipment manufacturing, and nonresidential building construction. Their expertise in working with self-funded employers, HMOs, and clients in optimizing benefits and member satisfaction has earned them a commendable M Score. In addition to Blue Yonder, Inc., Freestone Insurance Group serves other esteemed employer clients such as Cable One Inc., Fidelity National Financial, Inc., and Filtration Group. Their commitment to providing top-notch insurance solutions, coupled with their extensive industry experience, positions Freestone Insurance Group as a trusted partner for businesses seeking comprehensive and tailored insurance services.

AssuredPartners is a highly reputable national insurance broker with an office located in Tucson, Arizona. With a track record of excellence, they have established themselves as one of the top brokerages in the Tucson market. This particular office has successfully collaborated with notable clients, such as Ventana Canyon Club and Lodge, a prominent employer in the amusement and recreation industries with 120 members. AssuredPartners worked closely with their HR and finance team to tailor comprehensive HMO and PPO plans that catered to the unique needs of their members. With extensive experience in working with clients and PPOs, AssuredPartners possesses strong expertise in collaborating with pharmacy benefit managers (PBMs) and other specific pharmacy providers. They have effectively served a diverse range of clients, including large and midsize employers, across industries such as amusement and recreation, offices of physicians, and insurance and employee benefit funds. AssuredPartners' client portfolio in the Tucson office comprises esteemed organizations like Brake Masters Corporate Offices, Vigilant Construction Trust of Arizona, California Automotive Wholesalers' Association Inc, Genesis Ob/Gyn, and Maternal Fetal Medicine East. Furthermore, they extend their services across Arizona, Washington, and Texas, ensuring clients receive comprehensive coverage and assistance wherever they operate. AssuredPartners' exceptional M Score attests to their wide-ranging experience and expertise, bolstering their ability to meet the diverse needs of clients across various industries and company sizes. Highly regarded by clients, they consistently receive top ratings for their exceptional customer service and industry knowledge. AssuredPartners' commitment to delivering tailored insurance solutions has firmly established them as a trusted partner in the insurance brokerage industry in Tucson, Arizona

Segal is a regional insurance broker situated in Tempe, Arizona. With a dedicated office in this location, Segal has built a strong reputation for its exceptional work with various clients, including the prominent Ryley Carlock & Applewhite, a well-established legal services firm employing 50 individuals. Segal collaborated closely with the HR and finance team at Ryley Carlock & Applewhite to devise a comprehensive and tailored insurance plan. This included the implementation of a PPO plan, as well as a carefully designed PBM and drug plan, all crafted to address the unique requirements of the firm's members. Segal's expertise extends beyond this notable example, as they cater to clients of all sizes across different industries. Some of their esteemed employer clients include the Board of Trustees of Ibew Local No 640 & Arizona Chapter Neca H&W, the Board of Trustees of the Utah-Idaho Teamsters Security Fund, Physical Optics Corporation, and Raley's Arizona LLC. Their services span across Arizona and California, enabling them to assist clients in a wide geographical area. Notably, Segal possesses extensive knowledge and experience in the field of pharmacy benefits management (PBM) and other specific pharmacy providers, enhancing their ability to deliver exceptional service to their clients. This expertise, combined with their diverse client portfolio, has contributed to Segal's outstanding M Score, solidifying their position as a reliable and trustworthy insurance broker. Furthermore, Segal's strong suit lies in their deep understanding of specific industries, including scientific research and development services, legal services, as well as promoters of performing arts, sports, and similar events. This expertise enables them to provide tailored insurance solutions that meet the unique challenges and demands of these sectors. With their commitment to delivering exceptional service and their breadth of experience, Segal has established itself as a leading insurance broker in the Tempe, Arizona region.

Welcome to Strunk Insurance Group - a full-service insurance agency providing a complete range of health insurance and employee benefit resources and services. Our goal is to make employee benefits and HR something you don’t dread. As a full-service employee benefits consulting firm, we believe in developing trusting, long-term partnerships with our clients. If you’re an organization with 25 to 500 employees and you’re tired of navigating the murky waters of employee benefits, compliance, and HR alone – we’re here to help.

Passey Bond's Phoenix, AZ office stands as a beacon of expertise in the realm of employer benefits, particularly excelling in medical and ancillary coverage. With a comprehensive understanding of the local and regional landscape, this office has cultivated strong relationships with a diverse array of employers. Notably, they have proven their mettle in the highway, street, and bridge construction industry, as evidenced by their successful collaboration with Hunter Contracting Co, boasting over 350 participants. Another feather in their cap is their partnership with Interstate Mechanical Corporation in the building equipment contractors sector, where they cater to the insurance needs of 420+ participants. Beyond these specific sectors, Passey Bond's Phoenix office showcases versatility, demonstrating excellent proficiency across various industries. Their portfolio spans expertise in highway, street, and bridge construction, as well as building equipment contractors, showcasing a depth of knowledge that instills confidence in their ability to address the unique demands of different business domains. As a local brokerage firm, Passey Bond is deeply ingrained in the community, bringing a personalized touch to their services. With a commitment to understanding the intricacies of each client's needs, they provide tailored solutions that go beyond the conventional, making them a reliable and strategic partner for employers seeking comprehensive and effective benefit solutions in Phoenix, AZ.

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.

As one of the top privately-held insurance brokerages in the nation, we bring you the national resources, expertise, problem-solving skills, and key insurance company and underwriting relationships that will result in an effective risk management and employee benefits strategy. Our agencies provide a broad range of insurance services, including: - Business Insurance - Group Benefits - Industry Programs - Personal Insurance To learn more about our company, visit www.leavitt.com.

Garry L. Johnson & Associates (GLJ) has been servicing the insurance and financial services needs of Arizona residents and the surrounding states for over 40 years. With a reputation built on a foundation of growth and experience in the business, Garry will tell you our success is due to why we do what we do, “We don’t just sell insurance, anyone can do that. We help create, build, and protect your family security and financial legacy. Our innovation, teamwork, honesty, integrity, attention to changing trends and courage to pioneer new markets provide the ability to help our clients secure their family legacy.” The GLJ mission statement reflects what we do each day: “We exist to help create, build, and protect your family security and financial legacy.” Our Slogan: A Secure Family is a Nation’s Strength. Our clients are able to benefit from our team of agents with specific expertise in Individual Benefits, Employee Benefits, Financial Planning, Business Planning Retirement Planning, and Estate Planning. Ensuring customer satisfaction through an experienced customer service team is our top priority with each client. We have worked hard to assemble a tenured, high-quality customer service team with over 120 years of collective insurance experience.