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

Rogers Benefit Group is a specialty marketing organization with a long history of developing niche markets. Our predecessor organizations date back in the late 1940’s when RBG’s founder, Pat Rogers, decided to enter the small employer group insurance business. Being an agent himself, he also knew that agents were going to need a marketing organization to help them bring specialized knowledge and service to their clients in the increasingly complex area of health benefits. Our first insurance carrier relationship began with Principal Financial Group. This relationship thrives today. Regionally, we enjoy strategic relationships with Aetna, certain Blue Cross and Blue Shield plans, HealthNet, United Health Care, Humana, and Assurant Health. Today Rogers Benefit Group helps agents service more than 40,000 groups who pay more than $2.5 billion in annual premium. Rogers Benefit Group is committed to fast, accurate response to an agent or employer when addressing their group insurance needs. It is from our Midwest roots that one can expect a no-nonsense, straightforward, competent approach to groups of any size. Our Geography We are currently located in over 30 states with 40 offices. This geographic spread lends itself well to the opportunity of assisting agents with groups having multiple locations. It also makes us the oldest and largest General Agent in the United States as measured by locations and, more importantly, premium in force. What’s Really Important Agents tell us that our greatest value is in the quoting and underwriting processes. Our mission is to help agents get business, get groups rated correctly, get them enrolled efficiently and accurately, and to help reduce their efforts in underwriting. We do this by close individual contact with the agent and employer while minimizing unknowns in these steps. Our specialized knowledge of the quoting, enrollment, and underwriting maze brings unique value to all parties involved.

At Cavignac we’re working towards realizing a vision where every business in our community is protected from risk. To achieve this, we’ve built a team that has been recognized as best in industry by giving them the resources and independence to: - Belong: We emphasize culture and encourage collaboration. We work in a supportive work environment where you know your teammates have got your back. - Give: We believe community engagement is an integral part of a fulfilling career. We’re always looking for new ways to give back to the place where we live and work. - Grow: The only thing more important than our clients futures are the futures of our team members. We invest a significant amount of time and resources on employee education. - Thrive: Comprehensive health insurance, 401k matching, profit sharing, team events, competitive PTO, all staff and individual bonuses - we give our team the benefits they need to live their best life. It’s this approach that has led to recognition. Here are a few of them: - Best Places to Work in San Diego: 2011, 2013, 2015, 2017, 2019, 2021 - Best Places to Work in Insurance: 2012, 2014, 2016, 2018, 2020, 2022 - U.S. Business Insurance: #1 Best Place To Work in the Country - Reagan's Best Practices Agency: 22 Consecutive Years (1999 - 2022) What We Do: We're an independent (locally owned) commercial insurance broker that manages risk and negotiates insurance on behalf of its clients. Our objective is to lower our clients Total Cost of Risk and drive dollars to their bottom line. Mission: To give confidence and clarity to the businesses we serve by providing knowledge-based risk management solutions and an exceptional client experience.

With over 120 offices and nearly 7,000 associates throughout the U.S., CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level. CBIZ has been honored to be the recipient of several national recognitions: • 2020 Best Workplaces in Consulting & Professional Services by Great Place to Work® • 2020 Workplace Excellence Seal of Approval by the Alliance for Workplace Excellence • Top 101 2020 Best and Brightest Companies to Work For in the Nation • 2020 Healthiest 100 Workplace in America • 2021 Top Workplaces USA We are one of the nation's leading: - Accounting Providers - Employee Benefits Specialists - Property & Casualty Brokerage and Risk Consulting Firms - Valuation Firms - Retirement & Investment Specialists CBIZ is associated with Mayer Hoffman McCann P.C. (MHM)*, a national, independent CPA firm. Through this association, we offer audit and attest services.

CCB Insurance Solutions, located in San Diego, California, stands out as a prominent local brokerage firm, especially noted for its proficiency in handling the unique needs of small to mid-sized employers. This larger office is particularly adept at working with self-funded clients, offering tailored solutions that cater to local and regional businesses. Their client portfolio is impressive and diverse, featuring key players across various industries. Notably, they have established strong relationships with Kehe Monterrey Provisions, a significant name in the miscellaneous durable goods merchant wholesalers industry. This collaboration involves providing insurance solutions for over 70 participants, showcasing CCB's capacity to handle substantial accounts. Another notable client is Pyramid Precision Machine, belonging to the industrial machinery manufacturing sector. Here too, CCB Insurance Solutions has successfully managed the insurance needs of over 70 participants, reflecting their deep understanding of the industry's intricacies. Additionally, their expertise extends to the amusement and recreation industries, as evidenced by their work with Southern California Sound Image, where they cater to the insurance needs of around 40 participants. This range of clients demonstrates CCB's ability to adapt and provide specialized services across different sectors, particularly in industrial machinery manufacturing and miscellaneous durable goods merchant wholesalers. Their role as a part of a local brokerage firm enhances their ability to provide personalized, attentive service, a trait that is highly valued among small employers. This aspect, combined with their broad industry expertise and experience in handling both small and significant accounts, makes CCB Insurance Solutions an ideal choice for employers in San Diego looking for comprehensive, customized insurance solutions.

Insurance Office of America (IOA) is a national insurance broker with an office located in San Diego, California. With a strong expertise across various industries, IOA serves clients of all sizes, including large, midsize, and small employers. They have established themselves as a trusted partner in the insurance industry, earning a good M Score based on their extensive experience and expertise. This specific office of IOA operates in Florida and California, catering to clients across both states. They have successfully serviced a diverse range of clients, including San Diego Farms LLC, a 0 member employer in the greenhouse, nursery, and floriculture production industry. IOA collaborated closely with the HR and finance team of San Diego Farms LLC to develop a comprehensive insurance solution, which involved setting up a self-funding arrangement, HMO plan, PPO plan, PBM, and a drug plan tailored to the unique needs of their members. In addition to their work with San Diego Farms LLC, IOA has built a solid client portfolio that includes notable employers such as Acec Life/Health Insurance Trust Benefit Consortium, Cotti Foods Corporation, Bartow Ford, and California Jockeys Welfare Corporation. This demonstrates IOA's ability to effectively serve clients across various industries, including automobile dealers, greenhouse, nursery, and floriculture production, as well as administrative and support and waste management and remediation services. With their vast experience in working with self-funded employers, IOA has gained a strong understanding of the intricacies involved in managing such arrangements. They have also excelled in collaborating with HMOs and clients to provide tailored solutions that meet their specific needs. IOA's expertise extends to working with clients and PPOs, ensuring the optimal coverage for members. Moreover, their experience in partnering with pharmacy benefit managers (PBMs) and other specialized pharmacy providers adds to their comprehensive approach in serving clients. Overall, Insurance Office of America's San Diego office delivers exceptional insurance brokerage services, leveraging their extensive industry knowledge and commitment to meeting the unique needs of each client.

Enhanced Benefits Insurance Solutions is a VBO firm that makes expanding your Insurance Brokerage offerings simple.

Since 1983, integrity, innovation and family have been the foundation. Located in San Diego, California with offices in Denver, Colorado and Tucson, Arizona, we rank as one of the most respected brokerages and serve hundreds of companies and individuals with employee benefits, retirement planning and risk management.