Alliant Insurance Services is among the largest and fastest-growing insurance brokerage and consulting firms in the United States. Fueled by entrepreneurialism and driven by results, Alliant operates on the belief that more is possible and expectations are meant to be exceeded. Our clients and partners have profound confidence in us to deliver in all market climates through the design and delivery of innovative solutions and services across a broad range of industry verticals. Our people stand as the backbone of our organization. We proudly employ a team of diverse, driven, and exceptional people and invest heavily in their success, giving our brokerage and consulting teams the freedom and resources they need to help their clients grow their businesses to remarkable heights. The result is a dynamic team of professionals who consistently perform at the highest level, while caring and giving back to causes that impact their communities and the world at large. Alliant is built on teamwork and collaboration, a philosophy that has guided our growth and evolution for almost 100 years. We rise together to meet challenges, think together to drive innovation, and thrive together in our business and in the diverse communities where we operate.

On June 1st, 2010, Cody Ritchie assumed the role of President of the newly formed Crest Insurance Group with a vision to develop the firm to be the top agency based in Arizona. Crest Insurance has grown to include offices in Tucson, Phoenix, Scottsdale, Sierra Vista, Flagstaff and San Diego, California. We have experienced producers writing policies for clients throughout the United States. We pride ourselves on being the best at what we do. We provide access to many national carriers and markets yet remain a true local agency with face to face service and deep ties to our community. It has always been our philosophy to give back and support charitable causes and programs whenever possible. We believe serving our community means being a trusted business partner and also sharing our success with those who strive to make our community better. “If we do well, we will do good.”

Coterie Advisory Group, Inc., located in Denver, Colorado, stands out as a national insurance program manager and consultative advisor, specializing in delivering Affordability-Based Medical Plan Strategies. Their focus is on addressing the unique needs of a diverse range of clients, from local small businesses to large national companies in the service industry. This includes working with major clients like Red Robin International in the specialty food retailers sector, managing over 560 participants. Their expertise is particularly evident in the specialty food retailers industry, where they have demonstrated significant proficiency. As a local brokerage firm, they offer a disciplined approach to understanding the specific market and business needs of their clients, tailoring their strategies accordingly. This includes providing customized Statistical Modeling Reports to guide decision support and determine suitable benefit levels and price points for client offerings. Coterie Advisory Group employs an integrated market approach, effectively bringing proprietary and innovative products to the market through various channels and distribution partners. These products are crafted to meet the evolving needs of the marketplace, with a focus on affordability-based medical plan strategies. Their client base is extensive, covering small employer groups, large employer groups, franchise groups, and those in the gig economy. Additionally, they cater to a wide range of eligible classes, including part-time, full-time hourly, temporary, seasonal, and independent contractors. Their offerings are not only relevant and meaningful but also market-leading, addressing real-world problems and significantly impacting consumers' lives. These include their Fundamental Care® programs, which are uniquely designed for niche markets. These plans are structured to be highly affordable, offering upfront, day-one benefits, and are suitable for various classes of employees, including those in small to mid-size businesses, part-time, full-time hourly, and seasonal employees at enterprise-level companies, as well as independent contractors and gig-economy workers. Founded by a team of seasoned insurance and benefits professionals, Coterie Advisory Group's experience spans decades, with a history of working with some of the nation's largest service industry employers. This depth of experience allows them to understand and effectively address the unique needs of a variable hour workforce, offering solutions that not only provide necessary healthcare but also improve recruiting and reduce turnover for companies.

AssuredPartners offers medical insurance, voluntary benefits and other services for all sizes of employers in the Denver-Aurora-Lakewood, CO Metro Area. The CO area has 1,280,400 employees that are able to access the AssuredPartners office in Denver for voluntary benefits. One of the top agencies in CO is APCO due to their extensive experience. APCO provides medical insurance, Voluntary Benefits and Retirement Services. The M Score at APCO is 5 due to customer feedback and a broad range of experience. One of the leading insurance brokerages in Denver, AssuredPartners, has an extensive background helping companies both big and small with their Workers' Compensation needs. Their staff is knowledgeable in what is required by law and can help you navigate through the complex world of regulatory compliance. AssuredPartners offers competitive rates while providing prompt service to all its clients. AssuredPartners understands that only prompt response will keep their client business running smoothly while saving money at the same time.

BOK Financial's Denver office stands as a prominent insurance broker, demonstrating extensive expertise in catering to a diverse range of clients, particularly in the self-funded sector. Their proficiency in managing stop-loss and limits, along with a keen understanding of pharmacy costs and HR consulting, positions them as a valuable resource for businesses seeking comprehensive insurance solutions. This large office distinguishes itself through its work with a variety of industries, showcasing its ability to adapt to different business needs. Notable clients include Aduro Advisors from the management, scientific, and technical consulting services industry, with over 260 participants; All American Pet Proteins in the animal food manufacturing sector, serving over 170 participants; and Breckenridge-Wynkoop in the restaurants and eating places industry, catering to around 60 participants. These collaborations underscore their capacity to handle diverse client requirements with efficiency and expertise. Moreover, BOK Financial's Denver location has demonstrated significant experience across several other industries, such as architectural, engineering, and related services, dry cleaning and laundry services, and the management of companies and enterprises. Their ability to offer tailored insurance solutions across these varied sectors further establishes their versatility and depth of knowledge. Being part of a regional insurance broker firm, this office has shown notable proficiency in dealing with employers of various sizes, ranging from small to large enterprises. Their adeptness in understanding the unique insurance needs of each business size makes them a go-to choice for employers looking for a broker that can align with their specific requirements and expectations. In summary, BOK Financial in Denver, CO, with its broad industry expertise and a strong focus on meeting the distinct needs of businesses of all sizes, presents itself as a robust and versatile insurance brokerage for employer benefits buyers.

OneDigital delivers strategic advisory consulting and technology-forward solutions to more than 85,000 employers across the nation. As employee health care, wellness and workplace benefits continue to converge, businesses of all sizes have relied on OneDigital’s exceptional advisory teams for counsel in employee benefits, wellbeing, human resources, pharmacy consulting, property and casualty solutions, as well as the retirement and wealth management services provided through OneDigital Investment Advisors. OneDigital’s commitment to technology and innovation enables its 3,000 advisors to deliver the most modern and intuitive customer experience anywhere in the industry. OneDigital has been named as a Best Place to Work in Insurance by Business Insurance. For more information, visit onedigital.com.

HUB International's Denver, CO office stands as a premier example of a large, collaborative team of insurance professionals adept at aligning creative insurance solutions with the broader strategies of their clients. This office specializes in a range of areas including employee benefits, property and casualty insurance, retirement plan consulting, private wealth management, and personal insurance. With their hands-on approach to tailoring insurance solutions, they ensure clients are well-prepared and supported, especially in unexpected situations. The Denver office of HUB International is not just about business; they also focus on community engagement. Through their "HUB Gives" initiative, they actively participate in philanthropic activities aimed at bettering their communities. This involves contributing time, creativity, passion, and connections to community projects, particularly those that support children with critical illnesses and empower vulnerable and under-served individuals to reach their full potential. In terms of experience, this HUB International location in Denver is adept at working with a diverse range of clients, including small, midsize, and large employers. They have a strong background in dealing with self-funded clients, offering valuable insights into stop loss and limits, pharmacy costs, and other HR consulting aspects. Their client portfolio showcases their expertise across various industries such as computer systems design, physician offices, and management consulting services. Prominent clients include 23 Ltd in the employment services industry, Agility Recovery Solutions in community food and housing services, and Air Academy Federal Credit Union in the depository credit intermediation industry, each with a significant number of participants. Overall, the Denver office of HUB International is a part of a larger national insurance brokerage firm, bringing together extensive experience and a wide range of services to meet the diverse needs of their clients.

TrueNorth® is the largest insurance and financial services firm of its kind headquartered in Eastern Iowa with offices located throughout the nation. Our mission is to assist companies and people with protecting and maximizing assets, resources and opportunities. TrueNorth is committed to helping our clients feel secure and supported in their aspirations for the future. Our purpose is to create value. Today, our dedicated staff consists of nearly 400 people and is organized so each person becomes a specialist in their respective division. Our services include risk management/property casualty, employee benefits, qualified retirement plans, executive benefits and business continuation, consulting, personal financial planning, investment management, and wealth transfer. TrueNorth is proud to hold the following accolades which represent our commitment to our clients, colleagues and the industry. 2022 Top Workplaces USA | Coolest Places to Work | Most Effective Internship Program | Top 100 Independent Agencies P/C | Top 100 Largest Brokers | Best of the Corridor TrueNorth has office locations in Iowa, Colorado, and Illinois. Securities offered through Lion Street Financial, LLC (512.776.8400), member FINRA, SIPC. Investment advisory products and services offered through Lion Street Advisors, LLC, an investment advisor registered with the SEC. Lion Street Financial, LLC and Lion Street Advisors, LLC are affiliated companies and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. Your connection to this LinkedIn profile does not necessarily indicate that this Financial Professional is able to transact business in your state.

IMC is a top-producing general agency serving insurance brokers in the Washington Metro Area. Our commitment has been to build and strengthen relationships with the region’s largest insurance carriers, for over 30 years. We deliver the highest degree of personalized service to help you grow your business and retain your valuable clients. Count on IMC to be by your side. Whether you’re quoting and enrolling benefits or collaborating with our team on renewals, you’ll turn opportunities into sales, exceed expectations and build lasting client relationships. Contact us to find out more about how we can assist you today.