Sterling Benefits is a premier employee benefits firm dedicated to providing tailored solutions for businesses of all sizes. With over 30 years of experience, we specialize in delivering innovative strategies, exceptional service, and comprehensive support to help our clients navigate the complexities of the benefits landscape. Our team of experts is committed to maintaining competitive pricing, ensuring regulatory compliance, and fostering long-term relationships built on trust and transparency.

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.

Located in the heart of New York, NY, Vertical Fox's office is a powerhouse in the insurance brokerage arena, specializing in comprehensive employer benefits solutions. With a keen focus on serving local and regional employers, this office boasts exceptional expertise in crafting tailored medical and ancillary benefit packages that meet the unique needs of diverse industries. One of Vertical Fox's standout achievements lies in their collaboration with Mare Island Dry Dock, a prominent player in the ship and boat building industry based in CA. With over 210 participants, this successful partnership showcases the office's prowess in managing benefits for sizable organizations. Vertical Fox's commitment to understanding the nuances of specific industries is evident, as they demonstrate remarkable proficiency across the ship and boat building sector. As an integral part of a respected local brokerage firm, Vertical Fox's New York location leverages its collective knowledge and resources to deliver top-notch services. The team's dedication to staying abreast of industry trends ensures that clients receive cutting-edge solutions to navigate the complexities of the ever-evolving benefits landscape. For employers seeking a reliable partner with a proven track record, Vertical Fox's New York office stands out for its local insight, industry specialization, and commitment to excellence in employee benefits management.

Based in Orlando, Florida, AssuredPartners stands as a global frontrunner in the insurance brokerage landscape, with special expertise in industry-specific insurance solutions for both businesses and consumers. We offer a comprehensive range of services, including commercial insurance, risk management, and employee benefits. As strategic advisors in the insurance domain, our unparalleled expertise empowers us to deliver tailor-made solutions designed to meet the unique needs of our clients. With a team of over 10,000 professionals, we serve clients from strategically located offices across North America, England, Ireland, Belgium, and Scotland. Committed to building strong, long-lasting relationships, we foster an environment of trust, transparency, and mutual respect with our partners. This ethos is encapsulated in our guiding principle: Power through Partnership. For further information, please visit www.assuredpartners.com.

Amalgamated Family of Companies is a reputable local insurance broker headquartered in White Plains, New York. Known for their expertise in serving large employers, they specialize in offering comprehensive insurance solutions that cater to the unique needs of their clients. One notable example of their work in White Plains is their collaboration with BD of Trustee-Amalgamated National Health Fund, an employer with an impressive member count of 16,000 in the insurance-related activities industry. Amalgamated Family of Companies worked closely with the HR and finance team of BD of Trustee-Amalgamated National Health Fund to design and implement a range of plans, including HMO, PPO, PBM, and drug plans. These tailored solutions ensure that the members receive optimal coverage that meets their specific requirements. Amalgamated Family of Companies operates across multiple states, including Illinois, Ohio, Michigan, Missouri, Texas, California, Wisconsin, Virginia, Minnesota, New York, Indiana, Pennsylvania, New Jersey, South Dakota, Georgia, Tennessee, Maryland, Washington, Iowa, North Carolina, Mississippi, Colorado, Arizona, Nevada, Florida, Oregon, West Virginia, Alabama, Utah, South Carolina, Kentucky, Montana, Idaho, District of Columbia, Massachusetts. This broad geographic coverage allows them to extend their services to a diverse range of clients nationwide. With a strong focus on the insurance-related activities and activities related to real estate industries, Amalgamated Family of Companies has developed extensive expertise in these sectors. This knowledge enables them to provide specialized and effective insurance solutions to businesses operating within these fields. In summary, Amalgamated Family of Companies is a trusted local insurance broker based in White Plains, New York, specializing in serving large employers. Their successful partnership with BD of Trustee-Amalgamated National Health Fund exemplifies their ability to create tailored plans to meet the unique needs of their clients. With a broad geographic reach and expertise in insurance-related activities and activities related to real estate, Amalgamated Family of Companies is well-equipped to provide comprehensive insurance solutions across a wide range of industries and locations.

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®.

IT'S BEEN OVER 50 YEARS since LG Planning Group began our journey into the world of insurance specializing in group health and dental plans. Although the industry has drastically changed and our areas of expertise have expanded into Risk Management and Financial Planning, one thing has remained the same…service, relationship building, compassion and understanding our clients needs is more than what we do, it’s who we are. As Gary Levine and Matt Glazer, Managing Partners at LG Planning Group, put it, “Its not just one thing that makes LG Planning Group stand out, it’s the blending of expertise, client support, integrated technology, and understanding of our clients goals that allows us build deep relationships that last rather than just on-boarding clients we serve. “ At LG Planning Group we don’t believe that client satisfaction is the main benchmark of success. We believe that client satisfaction coupled with ensuring that our clients, their employees, their families, their assets and their futures are safe and secure more completely encapsulates what we are trying to achieve. It’s with this “the client is family” philosophy in mind that LG Planning Group, and our partners, move forward implementing our vision, to integrate data, analytics and technology, and do it all with a human touch.

Insurance, Employee Benefits, and Financial Services

Alera Group is a growing leader, reimagining the complex risk management, insurance and financial services delivery experience through intentional collaboration connecting clients to holistic solutions that protect and grow all they value most. Working collaboratively across specialties and across the country, Alera Group’s team of more than 4,400 colleagues offer unique solutions, personalized services and proactive insights to help ensure each client’s business and personal success. By harnessing the power of purposeful collaboration, our colleagues deliver clear, holistic solutions to the most complex business and personal challenges.