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.

BRP is now The Baldwin Group! We’ve updated our name to reflect our unified group of talented teams across the country. The Baldwin Group is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance. Since our founding in 2011, we’ve evolved from a local business into a national firm with a vast network of specializations and industry practices for the benefit of our more than two million clients across the country. In addition, we have built excellent relationships with a wide range of insurance company partners. These relationships, coupled with our entrepreneurial and family-oriented culture, and deep expertise enable us to seamlessly deliver a breadth of innovative solutions to clients. At The Baldwin Group, we help provide the solutions our clients need to have confidence and gain peace of mind as they pursue what’s possible for themselves, their families, and their businesses. Whether they are renting their first apartment or buying a larger home, opening a small business or taking their company public, we offer solutions to support them on every step of their journey. This has been our story since the beginning—we provide the indispensable expertise and quality insights that give our clients peace of mind to pursue their purpose, passion, and dreams. And that’s what The Baldwin Group will continue to do for years to come: we protect the possible.

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.

Mauzy Heating, Air & Solar's San Diego office stands as a robust hub within the expansive landscape of insurance brokerage. Boasting a notable presence, this larger office has honed its expertise in catering to the diverse needs of self-funded clients, rendering invaluable support to both local and regional employers. Their proven track record extends to collaborating with prominent entities such as the Lytton Rancheria of California and the Viejas Band of Kumeyaay Indians. With a focus on serving the gambling and religious, grantmaking, civic, professional, and similar organizations industries, Mauzy Heating, Air & Solar's San Diego branch exhibits commendable proficiency. Notably, they have successfully managed employee benefit programs for Lytton Rancheria of California, an influential player in the gambling industry with 450+ participants, and the Viejas Band of Kumeyaay Indians, a significant entity in the religious, grantmaking, civic, professional, and similar organizations sector with 960+ participants. As a pivotal player in the local brokerage scene, this office brings a wealth of experience in dealing with large employers. Their demonstrated acumen in navigating the intricacies of insurance solutions positions them as a reliable partner for employers seeking comprehensive and tailored benefit packages. Mauzy Heating, Air & Solar's San Diego office emerges as a strategic ally, offering a wealth of knowledge and a proven track record in the realm of employer benefits.

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.

Pacific Standard Insurance Services Inc. designs, implements and administers employee benefits programs for employers of all sizes. Through our leveraging of technology, and our high touch customer service, Pacific Standard brings a positive experience to the employee benefits space.

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

Located in the vibrant city of Los Angeles, the ERM Insurance Brokers office stands out as a reliable partner for employer benefits solutions. With a strong focus on serving local and regional employers, this branch specializes in tailoring comprehensive medical and ancillary benefit packages to meet the unique needs of businesses in various industries. Notably, ERM Insurance Brokers in Los Angeles boasts a commendable track record in working with midsize employers, showcasing their expertise in navigating the complexities of this market segment. Their commitment to excellence is exemplified by their successful partnerships with prominent companies such as Cg Landscape and Pankl Holdings. Cg Landscape, a leader in the services to buildings and dwellings industry, benefits from ERM's services with a participant base exceeding 150. Similarly, Pankl Holdings in the miscellaneous manufacturing sector relies on ERM to provide benefits for over 300 participants. As a part of a local brokerage firm, ERM Insurance Brokers in Los Angeles combines the personalized touch of a community-focused entity with the resources and expertise of a larger organization. Their dedication to understanding the specific needs of businesses, especially in the services to buildings and dwellings industries, sets them apart as a trusted ally in the realm of employer benefits.