Novo Benefits is a highly regarded insurance broker serving clients in Colorado and Nebraska. With their office located in Englewood, Colorado, they have established a strong reputation for exceptional customer service and expertise. One notable example of their outstanding work is their collaboration with the Wyoming Mental Health Association, a prominent employer in the outpatient care centers industry with 110 members. Novo Benefits worked closely with their HR and finance team to design a customized self-funding arrangement tailored to meet the unique needs of the association's members. Their client portfolio includes renowned organizations such as Colorado West Healthcare System, Nebraska Beef, Union Bank & Trust, and Ayars & Ayars, Inc. Novo Benefits caters to a wide range of clients, from large corporations to midsize employers, and their extensive experience and expertise across various industries contribute to their impressive M Score. Novo Benefits has demonstrated a strong command of multiple sectors, including healthcare and social assistance, nonresidential building construction, and support activities for mining industries. They possess a wealth of knowledge in working with self-funded employers, highlighting their expertise in structuring cost-effective and comprehensive insurance solutions. Clients consistently praise Novo Benefits for their exceptional customer service and deep understanding of the insurance landscape. With a commitment to providing tailored insurance solutions and a track record of success, Novo Benefits stands out as a trusted and reliable partner for businesses seeking comprehensive and effective insurance coverage.

Greenway & Associates, a trusted local insurance broker based in Pueblo, Colorado, is dedicated to providing exceptional insurance solutions to midsize employers. Renowned for their expertise and commitment to customer service, they have garnered high ratings from satisfied clients. With a focus on the automobile dealers industry, Greenway & Associates possesses strong expertise in serving clients within this sector. Their understanding of the unique insurance needs and challenges faced by automobile dealers enables them to deliver tailored solutions. Operating primarily in the Pueblo, CO market, Greenway & Associates has established itself as one of the top brokerages in the region. Their extensive experience in the local market has given them valuable insights into the specific requirements of clients in this area. Catering to midsize employers, this office of Greenway & Associates serves a diverse range of organizations. Notable employer clients include R.N. Motors Inc and Red Noland Cadillac, showcasing their ability to work with businesses within the automobile dealers industry. Operating exclusively in Colorado, Greenway & Associates is well-versed in the insurance landscape and regulations of the state. Their localized approach allows them to provide personalized service to clients in Colorado. Clients consistently praise Greenway & Associates for their exceptional customer service and expertise. Their dedication to meeting client needs and providing tailored insurance solutions has earned them a reputation as a highly rated insurance broker in the industry. Greenway & Associates' presence in Pueblo, combined with their deep industry knowledge and commitment to client satisfaction, positions them as a reliable and trusted partner for midsize employers seeking comprehensive insurance coverage.

HUB International is a national insurance consultant with a prominent office situated in Colorado Springs, Colorado. With a wide-ranging portfolio, HUB International caters to clients of varying sizes, including large, midsize, and small employers. While the company has received some mixed reviews from customers, it serves as an opportunity to further evaluate potential partners. HUB International has garnered considerable expertise in working with self-funded employers, HMOs, and PPOs to best meet the unique needs of their clients. Moreover, the company possesses strong experience in collaborating with pharmacy benefit managers (PBMs) and other specific pharmacy providers. Notably, HUB International's Colorado Springs office stands as a prime example of their capabilities. They have successfully collaborated with Tekworks Inc, an information industry employer with 170 members. In close partnership with the HR and finance teams of Tekworks Inc, HUB International assisted in establishing a comprehensive self-funding arrangement, HMO plan, PPO plan, PBM, and drug plan tailored to the specific needs of the members. As one of the leading brokerages in the Colorado Springs market, HUB International boasts an exceptional M Score, reflecting their extensive experience and expertise across diverse client sizes, industries, and product offerings. The company's strong competency extends to industries such as depository credit intermediation, educational services, and lessors of real estate. With an extensive client base spanning Colorado, New Mexico, California, Nevada, Arkansas, and Idaho, HUB International's Colorado Springs location serves notable employers such as American Furniture Warehouse, Arkansas Valley Regional Medical Center, Premier Mortgage Resources, and Prospect Education.

USI Insurance Services, a national insurance broker with an office in Colorado Springs, Colorado, specializes in working with clients of large employers. With their extensive experience, they have developed a strong understanding of the unique needs and challenges faced by self-funded employers. The team at USI Insurance Services excels in collaborating with health maintenance organizations (HMOs) and clients to ensure the best possible coverage solutions. Notably, this office has successfully partnered with Pacific Coast Companies, Inc., a prominent employer in the building material and supplies dealers industry. Working closely with their HR and finance team, USI Insurance Services facilitated the establishment of a comprehensive self-funding arrangement, HMO plan, preferred provider organization (PPO) plan, pharmacy benefit management (PBM), and drug plan tailored specifically to meet the needs of Pacific Coast Companies, Inc.'s 3070 members. As one of the leading brokerages in the Colorado Springs, CO market, USI Insurance Services boasts an impressive M Score, a testament to their extensive expertise across various client sizes and industries. Their knowledge and proficiency extend beyond building material and supplies dealers to include the automobile dealers industry. Servicing clients throughout Colorado, this USI Insurance Services location has successfully catered to the insurance needs of prominent employers like Summit Automotive Partners LLC. Their commitment to providing tailored solutions and leveraging their broad industry expertise sets them apart as a reliable and trusted insurance broker in the region.

AssuredPartners is a highly rated national insurance broker with an office located in Fort Collins, Colorado. With a strong focus on customer service and expertise, they serve clients of large and midsize employers across various industries. Known for their exceptional work with self-funded employers, AssuredPartners has extensive experience in pharmacy benefit management (PBM) and works with specific pharmacy providers to tailor solutions to their clients' unique needs. In the Fort Collins market, AssuredPartners stands out as one of the top brokerages, boasting a wide range of experience and expertise. A notable example of their work is their collaboration with Market Force Information LLC, an employer in the professional, scientific, and technical services industry. AssuredPartners partnered with Market Force Information's HR and finance team to establish a self-funding arrangement, PBM, and drug plan designed specifically for the company's 80 members. AssuredPartners' Fort Collins office serves clients not only in Colorado but also in Texas and Washington. Their expertise spans various industries, including management, scientific, and technical consulting services, architectural, engineering, and related services, as well as nondepository credit intermediation. Some of their notable employer clients in the area include Ally Consulting LLC, Customer Engineering Services, Cucina Cucina Acquisition LLC, and Kalypso Lp. With their strong track record, wide-ranging expertise, and commitment to exceptional customer service, AssuredPartners is a trusted insurance broker for employers seeking tailored solutions and reliable support in the ever-changing insurance landscape

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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.

Fall River Consulting Group is a local insurance broker headquartered in Denver, Colorado. With a strong focus on serving midsize employers, they have gained extensive experience working with self-funded employers to develop tailored insurance solutions. One notable example of their work is their collaboration with Kong Company LLC, a midsize durable goods merchant wholesaler with 210 employees. Fall River Consulting Group partnered with Kong's HR and finance team to establish a self-funding arrangement that addressed the unique needs of their members. Their Denver office serves as a central hub for their operations, catering to clients across Missouri, Kentucky, and Arkansas. CEI (Concrete Express, Inc.), E2 Consulting Engineers, Inc., James Riegler, and Premier Members Credit Union are among the employer clients benefitting from Fall River Consulting Group's services at this location. Fall River Consulting Group's extensive expertise spans various industries, including depository credit intermediation, relief services, and outpatient care centers. This breadth of knowledge allows them to provide specialized insurance solutions to businesses in these sectors. With a solid reputation and a good M Score, Fall River Consulting Group is highly regarded for their wide range of experience and expertise across different client sizes and industries. They prioritize delivering exceptional service and tailored insurance solutions to their clients, ensuring that their unique needs are met effectively. As a trusted partner, Fall River Consulting Group is committed to assisting businesses in managing their insurance needs and providing comprehensive coverage options. Their dedication to excellence and their ability to adapt to the specific requirements of their clients make them a valuable asset in the insurance brokerage industry.