Benefit Advisors Network helps shareholders of privately held employee benefit brokerage firms improve their performance and profitability through proven growth strategies, proprietary resources, enhanced operating efficiencies, and learning and sharing knowledge.

At C3, we're shaking up the insurance industry by redefining the privately held insurance brokerage firm. Founded in 2017, C3 is locally owned and headquartered in San Diego. With decades of experience under our belt, we take a fresh approach to managing risk for companies of all sizes. Our unique business model and dedication to employees and clients has propelled us to become one of the fastest-growing insurance firms in the country. We believe insurance can be a colorful, collaborative experience. We include our clients in the process and offer unique services beyond insurance. Innovation is in our DNA and we're unapologetically positioning ourselves as industry disruptors. We're ambitious, fresh and fun. We're different and we like it that way. Mission: We bring color and a fresh perspective. Vision: To create peace of mind. 3 C’s Creative – we think differently Collaborative – we are in this together Care – we care about people

West Coast Group Benefits was founded in 2002 as a result of a newly formed partnership between Patrick J. Flynn and Phil Piel, Sr. This partnership brings with it over 60 years of combined employee benefit expertise. The staff of West Coast Group Benefits is made up of seasoned professionals with the knowledge and proven ability to provide exceptional brokerage and account management services. Our marketing philosophy revolves around the principals of integrity, aggressive representation, and clear results. Our goal is to become a long term partner with our clients to help design and implement effective employee benefit programs. The key to sustaining this goal is our determination to focus on leadership, technology, and exceptional service. Our expertise and focus on quality is what gives us a solid foundation and builds our customer allegiance.

Click2Bind Insurance, based in San Diego, California, is a highly rated local insurance broker known for its exceptional customer service and expertise. With a focus on serving clients across Kansas, this office has earned a stellar reputation for its commitment to client satisfaction. One notable example of their excellent work is their partnership with CalCon Mutual Mortgage, a prominent employer in the nondepository credit intermediation industry with 230 members. Click2Bind Insurance collaborated closely with CalCon Mutual Mortgage's HR and finance team to devise a self-funding arrangement and a specially tailored HMO plan. This personalized solution effectively addressed the unique needs of CalCon Mutual Mortgage's members. Leveraging their extensive experience in the nondepository credit intermediation sector, Click2Bind Insurance consistently delivers tailored insurance solutions that meet the specific requirements of their clients. Specializing in serving midsize employers, Click2Bind Insurance has established a strong foothold in the industry. Their in-depth knowledge and expertise enable them to provide comprehensive insurance services to businesses across various sectors within the nondepository credit intermediation industry. Clients of Click2Bind Insurance benefit from their commitment to personalized service, reliable guidance, and innovative solutions. With their dedication to exceptional customer care and specialized expertise in the nondepository credit intermediation field, Click2Bind Insurance is the go-to insurance broker for businesses seeking comprehensive insurance coverage and reliable advice.

B Wood Insurance Agency, operating from its larger office in San Diego, CA, stands out as a proficient player in the insurance brokerage sector, especially notable for its expertise in catering to both small and midsize employers. As a local brokerage firm, they offer a personalized touch in their services, aligning closely with the unique needs of regional clients. Their proficiency is particularly evident in their work with self-funded clients, showcasing their ability to manage complex insurance needs. This expertise is further highlighted by their successful collaborations with notable clients in diverse industries. For instance, they have significantly contributed to the insurance solutions for A O Reed & Co, a major name in the building equipment contractors industry, supporting over 230 participants. Similarly, their collaboration with Apical Industries in the miscellaneous manufacturing sector, assisting more than 80 participants, and Atlas Mechanical, another key player in the building equipment contractors industry with over 110 participants, underscores their wide-ranging industry expertise. The agency’s prowess extends across various sectors, including building equipment contractors, electrical equipment manufacturing, and activities related to real estate. This breadth of experience not only demonstrates their versatility but also their ability to understand and address industry-specific insurance needs. Rooted in the local business community, B Wood Insurance Agency is a distinguished choice for employers in San Diego looking for a blend of extensive experience, industry-specific expertise, and a commitment to personalized service. Their established track record with both small and midsize employers positions them as a reliable and knowledgeable partner in navigating the complexities of employee benefits and insurance solutions.

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.

I partner with businesses to design and optimize employee benefits strategies that balance cost, compliance, and competitiveness—ensuring they attract and retain top talent.

At Mercer, we believe in building brighter futures. Together, our 25,000 employees in over 130 counties are helping redefine the future of work, reshape retirement and investment outcomes, and unlock real health and well-being. For over 75 years, we’ve provided trusted advice and solutions to build healthier and more sustainable futures for our clients, colleagues and communities. Balancing economics and empathy in our approach, we work side by side with you to find solutions to benefit your people and your business. By turning ideas into actions that spark positive change, we help you enrich employees’ lives and careers and drive innovation, progress and performance. Mercer is a business of Marsh McLennan. Get to know us better: Click the “learn more” button at the top of the page to discover everything we do to help you meet the needs of today and tomorrow. Follow us on Twitter at @Mercer.

Gallagher, a global insurance brokerage, risk management, and consulting firm, serves communities around the globe, helping clients address risk, protecting assets, and recovering from losses. The products and services we provide keep businesses and institutions running, and enable individuals and families to face their future with confidence. Gallagher provides retail and wholesale property and casualty brokerage, alternative risk transfer services, employee benefit consulting, and actuarial services. Gallagher also offers claims and information management, risk control consulting and appraisal services, human resource consulting, and retirement services. Follow us on social: Instagram: http://instagram.com/gallagherglobal Facebook: http://www.facebook.com/GallagherGlobal Twitter: https://twitter.com/GallagherGlobal YouTube: https://www.youtube.com/GallagherGlobal