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.

Wincline's Phoenix, AZ office stands out as a leading insurance broker, boasting a substantial presence and a wealth of experience tailored for employers seeking comprehensive benefits solutions. As a key player in the local brokerage landscape, this larger office has established itself as a trusted partner for businesses of varying sizes, showcasing notable expertise in catering to midsize and large employers. What sets Wincline apart is its adept handling of self-funded clients, a skill honed through successful partnerships with esteemed companies such as 21st Century Healthcare in the food manufacturing industry (710+ participants), Accountabilit in computing infrastructure (150+ participants), and Child & Family Support Services in the individual and family services sector (430+ participants). These partnerships underscore Wincline's versatility across diverse industries. Demonstrating a broad spectrum of knowledge, Wincline's team excels in serving sectors like computing infrastructure providers, data processing, web hosting, and related services, as well as individual and family services and lessors of real estate. This comprehensive expertise ensures that local and regional employers receive tailored solutions aligned with their unique needs. With a solid track record in both midsize and large employer segments, Wincline's Phoenix office is well-equipped to navigate the complexities of the insurance landscape, offering strategic insights and customized solutions to optimize employer benefits packages.

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.

Benefit Members Associated, located in Phoenix, AZ, has established itself as a proficient insurance broker with a notable presence in the region. With 35 years of experience since its inception on August 1, 1988, this corporation, under the leadership of President Barry A. McBride and Treasurer Debra L. McBride, offers specialized insurance services. This office is recognized for its expertise with local and regional employers, primarily focusing on medical and ancillary benefits. They have demonstrated significant proficiency across the management, scientific, and technical consulting services industries. A prime example of their successful partnerships includes their work with Rite of Passage, a notable entity in the consulting services industry based in Nevada, servicing over 980 participants. This reflects their capacity to handle large-scale and complex client requirements efficiently. As a local brokerage firm, Benefit Members Associated brings a unique understanding of the regional market dynamics and customer needs, making them a reliable choice for employers looking for tailored insurance solutions in the Phoenix area. Their long-standing presence and established track record in the industry make them a valuable partner for businesses seeking comprehensive and customized insurance services.

Duley | Bolwar | Pederson provides a strategic mix of plans and services that fit within the overall goal of your employee benefits program. We first evaluate your industry, your program and administrative requirements and then scour the market exhaustively to ensure each individual product represents the best value for your employees and their families. While we are primarily an employee benefits firm, we also offer assistance in estate planning, executive carve-outs and individual programs. We are licensed to conduct business in every state.

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.