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.

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.”

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.

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.

Patriot Insurance has been providing peace of mind for families and businesses in New England for over 50 years. Headquartered in Yarmouth, Maine, we are a regional carrier offering business, home, auto, life and surety products backed by local, autonomous claims, loss control and underwriting teams. We work exclusively with independent agents who can give our customers the personal guidance and service they deserve. Since 2007, we have partnered with Frankenmuth Insurance, a longstanding company founded in Michigan in 1868. Patriot Insurance is financially sound, with an AM Best rating of “A” (Excellent).

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.

CCIG is based in Englewood, Colo., and employs a team of 95 professionals delivering a wide range of business and personal insurance products and services. CCIG is recognized as one of the nation's leading insurance brokerages, providing Property, Casualty, Risk Management, Benefits, Life and Wealth Management services to clients across the U.S. From international publicly traded companies to local family-held businesses, CCIG provides uniquely tailored, cost-effective solutions for our clients'​ business and personal insurance needs. We take pride in designing and implementing custom solutions to manage your exposures to risk.

Flood and Peterson is an insurance broker known for integrity, responsiveness, collaboration and an unmatched customer experience. The combination of our knowledge and industry expertise ensures clients receive the best coverage at the best value. We aspire to be long-term business partners involved in our clients'​ day-to-day operations, guiding them as they reduce risk, improve efficiency and grow their business. From our employees to our clients to our carriers, our relationships define us. We are employee owned and understand an investment in our people is an investment in your future. We are also committed to the communities where our employees and clients live and work as seen through volunteer leadership and significant financial investment. Operating since 1939, our commitment to our clients, employees and the community make us Colorado's leading insurance broker and one of the largest privately held in the nation. Please visit us at: www.floodpeterson.com

Brown & Brown Insurance delivers risk management solutions to help protect and preserve what our customers value most. Our four business segments—Retail, National Programs, Wholesale Brokerage and Services—offer a wide range of insurance solutions to businesses and individuals. We are one of the insurance industry’s most powerful and influential leaders, with a strong, deeply rooted cultural foundation built on integrity, innovation, superior capabilities and discipline. The Power of WE ignites our performance, and while diverse and varied in abilities and experience, we are all connected through our core values, a commitment to our local communities and a shared mission—always doing what is best for our customers. Brown & Brown is proud to be certified as a Great Place to Work®, and we are always actively looking for talented teammates who embrace our culture to join our winning team. Find us on the NYSE as BRO.