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.

PFS Insurance Group, LLC is an independent insurance agency serving the needs of middle market risks across the Rocky Mountain states region. We offer risk management based solutions for property and casualty risks including agribusinesses, as well as group health benefit plan design for employers within a multistate region. Our agency also provides insured solutions for home, automobile and life insurance needs.

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.”

Blue Chip Benefits, located in Pueblo, Colorado, stands out as a local brokerage firm with a solid reputation for serving midsize employers, particularly in the computer systems design and related services, as well as the legal services industries. Their client portfolio showcases significant expertise and successful collaborations with notable companies like Nextworld, a prominent player in the computer systems design sector, boasting over 290 participants. Similarly, their proficiency is exemplified through their work with Robinson & Henry P.C., a respected name in the legal services industry, catering to more than 180 participants. This brokerage firm is recognized for its adept handling of both medical and ancillary benefits, tailoring its services to meet the specific needs of local and regional employers. Their approach is not just about providing insurance solutions; it's about understanding the unique business landscapes of their clients. This is particularly evident in their dealings with industries like computer systems design and legal services, where they have demonstrated a deep understanding of the sector-specific challenges and opportunities. Blue Chip Benefits distinguishes itself by offering a blend of local expertise and industry-specific knowledge, making them a valuable partner for midsize employers in the Pueblo area. Their ability to navigate the complexities of employee benefits in these dynamic sectors positions them as a preferred choice for businesses seeking comprehensive, tailored insurance solutions.

Coterie Advisory Group, Inc. is an Arizona-based, insurance program manager and consultative advisor who delivers Affordability-Based Medical Plan Strategies to help benefit brokers and employers in the benefits industry. The founders of Coterie Advisors are comprised of a team of insurance and benefits professionals who since 1990, have dedicated their careers to Affordability-Based Medical Plans. They have held various Leadership and Executive roles at multiple insurance carriers, agencies, and platform administrators. They have decades of experience working with some of the nation’s largest service industry employers and understand the unique needs of a variable hour workforce made up of part-time, hourly, and seasonal employees. Coterie Advisor’s unique and proprietary Affordability-Based Medical Plans (Fundamental Care) include fully-insured limited-benefit indemnity plans, level-funded limited-day plans, MEC, and MVP which solve real-world problems, make a meaningful difference in consumers' lives, and have a track record of being market-leading and market-changing. Their drive has helped thousands of employers and millions of individuals obtain quality, affordable care.