Holmes Shaw Agency, a reputable local insurance broker based in Marietta, Georgia, operates with a focus on serving clients of large, midsize, and small employers. Their office in Marietta has successfully partnered with United Bank, a 190-member employer in the depository credit intermediation industry. Holmes Shaw Agency collaborated closely with United Bank's HR and finance team to establish a self-funding arrangement tailored to meet the unique needs of their members. With their extensive experience in working with self-funded employers, Holmes Shaw Agency brings valuable expertise to their clients. They have a proven track record of delivering effective solutions that align with their clients' financial goals and requirements. Holmes Shaw Agency caters to a diverse range of employer clients in Marietta, Georgia. Notable clients include Mauldin & Jenkins, CPAs & Advisors, Pinnacle Bank, BankSouth, and BankSouth Mortgage. Their strong industry knowledge and experience across client sizes and sectors have contributed to their favorable M Score, indicating their commitment to excellence and depth of expertise. Specializing in industries such as depository credit intermediation, services (except public administration), and accounting, tax preparation, bookkeeping, and payroll services, Holmes Shaw Agency possesses strong domain expertise in these sectors. Clients can rely on Holmes Shaw Agency's localized presence and industry knowledge to provide comprehensive insurance solutions. Their commitment to understanding their clients' unique needs enables them to deliver tailored plans and services that meet their specific requirements. As a trusted insurance broker in Marietta, Georgia, Holmes Shaw Agency continues to serve clients in Tennessee and beyond, offering strategic insurance solutions backed by their extensive expertise and personalized service.

CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what’s next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 21 major markets coast to coast. For more information, visit www.cbiz.com. CBIZ works closely with CBIZ CPAs, a national, independent CPA firm. CBIZ CPAs specializes in attest services for middle market and growing businesses in a variety of industries, including technology and life sciences, construction, not-for-profit organizations, manufacturing, retail and distribution. For more information, visit www.cbizcpas.com. CBIZ is a consulting, tax and financial services provider that works closely with CBIZ CPAs P.C., an independent CPA firm that provides audit, review and other attest services. In certain jurisdictions, CBIZ CPAs P.C. operates under its previous name, Mayer Hoffman McCann. P.C. View our CBIZ Social Media Community Guidelines here - https://www.cbiz.com/privacy-policy/cbiz-social-media-community-guidelines

GreenLeaf specializes in solutions that support employees across a wide range of financial well-being goals and are sustainable for both employers and employees.

BRP is now The Baldwin Group! We’ve updated our name to reflect our unified group of talented teams across the country. The Baldwin Group is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance. Since our founding in 2011, we’ve evolved from a local business into a national firm with a vast network of specializations and industry practices for the benefit of our more than two million clients across the country. In addition, we have built excellent relationships with a wide range of insurance company partners. These relationships, coupled with our entrepreneurial and family-oriented culture, and deep expertise enable us to seamlessly deliver a breadth of innovative solutions to clients. At The Baldwin Group, we help provide the solutions our clients need to have confidence and gain peace of mind as they pursue what’s possible for themselves, their families, and their businesses. Whether they are renting their first apartment or buying a larger home, opening a small business or taking their company public, we offer solutions to support them on every step of their journey. This has been our story since the beginning—we provide the indispensable expertise and quality insights that give our clients peace of mind to pursue their purpose, passion, and dreams. And that’s what The Baldwin Group will continue to do for years to come: we protect the possible.

Totem, situated in the dynamic city of Atlanta, GA, operates as a substantial and knowledgeable insurance broker with a larger office, specializing in providing comprehensive benefits solutions. As a part of a local brokerage firm, this office location demonstrates a commitment to understanding and addressing the unique needs of local and regional employers. One of Totem's key strengths lies in its significant experience working with self-funded clients, positioning them as a valuable resource for employers seeking tailored insights into benefits planning and management. This expertise is evident in successful collaborations with top clients such as Jim Ellis Atlanta in the automobile dealers industry, Medicus It in computer systems design and related services, and Elmet Technologies in the nonferrous metal industry. These partnerships, with participant numbers ranging from 120 to 1120+, showcase Totem's versatility and ability to navigate the intricacies of various industries, including computer systems design, automobile dealers, and specialty food retailers. With demonstrated experience working with midsize employers, Totem in Atlanta stands out as a reliable and knowledgeable partner, capable of providing effective benefits packages tailored to the unique needs of businesses in the diverse Atlanta business landscape.

Sterling Seacrest Pritchard brings together three of the most trusted names in the insurance to create the largest privately held insurance brokerage in the Southeast. We service all your insurance, risk management, employee benefits, and surety needs through our team of 300 experienced professionals across eight office locations. Over the years we have focused on creating a culture of empowerment, teamwork and success that has attracted the top talent in the industry- something we are very proud of.