Member Benefits, Inc., a subsidiary of Business Planning Concepts, Inc. is a full-service insurance and financial services organization specializing in the design, marketing, and administration of professional affinity group and association member benefit programs. As a licensed Third Party Administrator, Member Benefits has national expertise in: Programs Development Association/Affinity Group plan installation Negotiation of substantial discounts, exclusive services, and underwriting concessions Billing and Collection Services Claims Administration Marketing & Programs Communication Policy Issuance Customer Service Member Database Management Member Benefits clearly understands its objective to support association and professional affinity group clients by providing customized insurance products and employee benefit plans to their individual members.

Panorama is a full-service insurance intermediary providing customized property and casualty insurance, health and benefits, and wealth and retirement solutions for businesses and individuals nationwide. We deliver integrated, tailored, and fully vetted insurance strategies based on your unique needs, including your risk tolerance, overall business plans, and long-term investment goals. In addition, Panorama offers an affiliation option tailored to your needs and objectives that can help you effectively build the practice you envision. Whether you’re looking for access to products, competitive economics, greater control over expenses, an opportunity to broaden your service offering and grow your client base — or a combination of these — we are here to deliver. Our leadership team has an average of 25 years of experience at top insurance firms and is backed by a high-caliber group of successful entrepreneurs and insurance experts. We work with an extensive network of vendors from diverse industries and bring best practices from multiple disciplines including investment banking, real estate, private equity, savings and tax, human resources, and accounting. The result: innovative solutions that protect your assets and support your success–now and in the future.

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.

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.

We can’t be all things to all people, but we are always determined to be reliable partners who work hard to find answers that enhance outcomes. NFP, an Aon company, is an integrated organization of consultative advisors and problem solvers. We provide expertise to help companies and individuals address their most significant risk, workforce, wealth management and retirement challenges. The value we deliver is driven by the proactive collaboration, diverse perspectives and grounded ambition of more than 7,700 colleagues in the US, Puerto Rico, Canada, UK and Ireland. We serve a diversity of clients, industries and communities through our global capabilities and solutions. Together, we put people first, prioritize partnerships, solve problems and continuously advance a culture we’re proud of.

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement & wealth, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With over 15,000+ colleagues and 300+ offices across the United States and Canada, MMA combines the personalized service model of a local consultant with the global resources and expertise of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC). MMA generates more than $5 billion in annualized revenue, making it one of the largest brokerage operations in North America.

Founded in 1970, Myers-Stevens & Toohey & Co., Inc. is a fully licensed broker/administrator providing insurance solutions to a wide variety of clients, including JPAs, school districts, private schools, colleges & universities. A strong customer focus has always been the benchmark of Myers-Stevens & Toohey & Co., Inc. This commitment has enabled the firm to deliver superior professional services to its clients exceeding industry standards. These services include claims adjudication, loss analysis and claims reporting, policy issuance, product design, printing and fulfillment. Myers-Stevens & Toohey & Co., Inc.'s headquarters are located in Southern California in the city of Mission Viejo. Key elements, including product design, administrative services, and marketing are performed at this facility.

Brooks Jucha & Associates Insurance Services, Inc., operating as BJA Partners in San Diego, CA, stands out as a prominent insurance brokerage firm, particularly adept at catering to the unique needs of both small and midsize employers. Their larger office size is a testament to their capability to handle a diverse range of client requirements effectively. What distinguishes BJA Partners is their specialized expertise in working with self-funded clients, showcasing their ability to tailor solutions for more complex insurance structures. This expertise is particularly beneficial for employers seeking more control and flexibility over their benefits plans. Notably, BJA Partners has established a strong foothold in several key industries. They have significant experience in the building equipment contractors industry, as evidenced by their work with Hy-Lang Electric California, which boasts over 150 participants. Their proficiency is also evident in the activities related to the real estate sector, demonstrated through their successful collaboration with Hanken Cono Assad & Co, catering to more than 80 participants. Furthermore, their expertise extends to the employment services industry, highlighted by their partnership with Career Strategies, serving over 90 participants. This diverse portfolio reflects their ability to understand and meet the varied insurance needs of different industries. As a local brokerage firm, BJA Partners brings a personal touch to their services, understanding the regional market dynamics and the specific needs of local and regional employers. This local insight, combined with their broad industry experience, positions them as a reliable partner for employers seeking comprehensive and customized insurance solutions.