At Risk Strategies, we help our clients protect those things that matter most to them. We help them see the way forward in a complex world with specialty insight, practical advice, and custom insurance with a vast network of specialists in Property & Casualty, Employee Benefits, Private Client, as well as Consulting Services and Financial and Wealth Management solutions. We are a different kind of insurance brokerage – bringing a strategic, holistic, specialist approach to our clients, so they can face the future with confidence. We are the 9th largest privately held insurance broker in the US with over 30 specialty practices, 200+ locations, and 5,000 team members (and counting!). We love what we do, and it shows. For five straight years, we were named one of the Best Places to Work by Business Insurance. In 2024, we earned certification as a Great Place to Work. Risk Strategies is an Accession Risk Management Group company, a family of specialty insurance distribution and risk management companies powered by a shared vision of delivering a superior client and employee experience.

Cross Insurance is a family owned insurance agency with over 40 branches throughout the Northeast. Established at the kitchen table of Woodrow Cross in 1954, today we have become one of New England’s largest independent insurance intermediaries. In 2023 and 2024 we were named the 2nd Largest Insurance Broker in Massachusetts. Since our founding, we have successfully acquired over 150 operations, increasing our footprint on the Northeast. With over 1,100 employees and counting, our experienced team is ready to provide insurance options for you. - 27th Largest Broker of U. S. Business, Per Business Insurance report ’20 - 2nd Largest Insurance Broker in Massachusetts, per Boston Business Journal ’22, '23, and '24 - Official Insurance Broker of the New England Patriots, Gillette Stadium, the Boston Bruins, the Boston Red Sox, and New England Revolution Four generations later, Cross Insurance is still family owned and operated. Cross Insurance is headquartered in Bangor, Maine.

With over four decades of experience in the industry, IMA has become a trusted leader in commercial insurance, risk management, surety, and employee benefits brokerage and consulting. Our team of knowledgeable and experienced professionals work tirelessly to develop customized solutions that meet the unique needs of each of our clients. At IMA we understand that businesses face a wide range of risks and challenges, from property damage and liability claims to employee benefits and cyber threats. That's why we offer a comprehensive suite of services that can be tailored to each client's specific needs, including risk assessments, insurance placement, claims management, and employee benefits consulting. Our goal is to help our clients mitigate risk and achieve long-term success. What sets us apart is our commitment to innovation and our ability to anticipate emerging risks and trends. We are constantly exploring new ways to help our clients protect their assets and grow their businesses. We leverage the latest technology and industry insights to provide cutting-edge solutions that deliver results. At IMA, we believe that our success is measured by the success of our clients. We strive to build strong, long-lasting relationships with each of our clients based on trust, integrity, and a deep understanding of their unique needs. We are proud to serve businesses of all sizes and industries, and we are confident that we have the expertise and resources to help your business thrive. Our more than 2,300 associates are located across offices in Alaska, California, Colorado, Connecticut, Georgia, Hawaii, Illinois, Kansas, Massachusetts, Michigan, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Washington, and throughout the U.S. and Canada.

NATIONAL FINANCIAL PARTNERS is a company based out of Dallas, Texas, United States.

At Risk Strategies, we help our clients protect those things that matter most to them. We help them see the way forward in a complex world with specialty insight, practical advice, and custom insurance with a vast network of specialists in Property & Casualty, Employee Benefits, Private Client, as well as Consulting Services and Financial and Wealth Management solutions. We are a different kind of insurance brokerage – bringing a strategic, holistic, specialist approach to our clients, so they can face the future with confidence. We are the 9th largest privately held insurance broker in the US with over 30 specialty practices, 200+ locations, and 5,000 team members (and counting!). We love what we do, and it shows. For five straight years, we were named one of the Best Places to Work by Business Insurance. In 2024, we earned certification as a Great Place to Work. Risk Strategies is an Accession Risk Management Group company, a family of specialty insurance distribution and risk management companies powered by a shared vision of delivering a superior client and employee experience.

Rosa's Indemnity Services, based in New York, NY, specializes in providing comprehensive employee benefits solutions. As a dedicated local broker, they have built a reputation for offering personalized services tailored to meet the unique needs of each client. Their expertise spans a wide range of benefits planning, including health, dental, vision, and life insurance packages designed to support the well-being of employees and their families. A notable client, United Employees Health Plans, stands as a testament to Rosa's ability to serve diverse organizational needs with precision and care. Their approach combines industry knowledge with a commitment to understanding the specific goals and challenges of their clients, ensuring that each benefits package not only meets regulatory requirements but also aligns with the company's culture and budgetary considerations. Rosa's Indemnity Services is your partner in navigating the complex landscape of employee benefits, committed to delivering solutions that enhance employee satisfaction and organizational health.

USI is one of the largest insurance brokerage and consulting firms in the world, delivering property and casualty, employee benefits, personal risk, program and retirement solutions to large risk management clients, middle market companies, smaller firms and individuals. Headquartered in Valhalla, New York, USI connects over 10,500 industry-leading professionals across approximately 200 offices to serve clients’ local, national and international needs. USI has become a premier insurance brokerage and consulting firm by leveraging the USI ONE Advantage®, an interactive platform that integrates proprietary and innovative client solutions, networked local resources and enterprise-wide collaboration to deliver customized results with positive, bottom-line impact. USI attracts best-in-class industry talent with a long history of deep and continuing investment in our local communities. For more information, visit usi.com.

Manchester Benefits Group, located in Poughkeepsie, NY, is a reputable insurance broker specializing in employer benefits. With a strong focus on medical and ancillary benefits, this office location has established itself as a trusted partner for local and regional employers. One of their notable strengths lies in their expertise across various industries, with a particular emphasis on serving businesses in the miscellaneous nondurable goods merchant wholesalers sector. A prime example of their successful partnerships in this field is Puig North America, a prominent player in the industry, boasting over 260 participants. Manchester Benefits Group has effectively tailored insurance solutions to meet the unique needs of Puig North America and other similar businesses. Being part of a local brokerage firm, Manchester Benefits Group combines the advantage of a deep understanding of the local market with the resources and capabilities of a larger organization. This strategic positioning allows them to offer comprehensive and customized benefit solutions that cater to the specific requirements of their clients. Employer benefits buyers evaluating Manchester Benefits Group's Poughkeepsie office can be confident in their ability to deliver tailored, cost-effective insurance solutions that meet the diverse needs of employers in the region. With a track record of excellence in servicing clients across various industries, Manchester Benefits Group is a trusted partner for businesses seeking reliable and effective benefit solutions.

ebm provides employee benefits solutions for Open Enrollment and beyond. Our portfolio of industry-leading benefits technology platforms and administrative services streamlines the entire benefits administration process for benefit consultants and HR. We believe in benefits solutions that are a win-win for everyone. With ebm, benefits consultants are empowered to connect their clients with best-in-breed benefits administration solutions that actually address their pain points and meet them where they are. And employers have the flexibility to replace carriers, payroll, and HR systems independently of one another…without having to uproot their system of record for benefits. Our focus on client success extends beyond traditional service and support to deliver an unparalleled experience. After all, technology is only as good as the team that is behind it®.

We exist to shape decisions for the better — to protect and enrich the lives of people around the world. Through actionable analytic insight, globally integrated Risk Capital and Human Capital expertise, and locally relevant solutions, our colleagues provide clients in over 120 countries with the clarity and confidence to make better risk and people decisions that help protect and grow their businesses.