BKS Partners is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. BKS Partners has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. BKS Partners, a subsidiary of BRP Group, Inc. (NASDAQ: BRP), takes a holistic and tailored approach to insurance and risk management. Learn more at www.bks-partners.com.

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 10,000 industry-leading professionals across more than 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.

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With over 9,000 colleagues and 160 offices across the United States and Canada, MMA combines the personalized service model of a local consultant with the global resources and expertise of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC). MMA generates more than $2 billion in annualized revenue, making it one of the largest brokerage operations in North America.

GIS Benefits is a regional insurance consultant based in Alpharetta, Georgia. With a highly experienced team, they specialize in providing comprehensive insurance solutions tailored to the unique needs of their clients. One notable example of their expertise is their work with Cotti Foods Corporation, a prominent employer in the eating places industry with 380 members. GIS Benefits collaborated closely with Cotti Foods' HR and finance team to establish a customized insurance package. They set up a self-funding arrangement, along with a well-designed HMO plan, PPO plan, and PBM, ensuring that Cotti Foods' members received the most suitable coverage options available. The Alpharetta office of GIS Benefits boasts an extensive client portfolio, including renowned employers such as 831 N Federal Acquisition LLC, A G Equipment Company, and Dechra Veterinary Products. They cater to clients of all sizes, ranging from large corporations to midsize and small businesses. Moreover, their services extend to various states across the United States, including Florida, California, Texas, Maryland, North Carolina, Illinois, Georgia, Indiana, Michigan, Alabama, Pennsylvania, Oklahoma, New Hampshire, Arizona, Minnesota, Wisconsin, Colorado, Iowa, Kansas, Louisiana, South Carolina, Mississippi, Virginia, Montana, Nevada, and Massachusetts. One of the distinguishing factors of GIS Benefits is their exceptional M Score, reflecting their extensive experience and expertise across different industries, client sizes, and insurance products. They excel in working with self-funded clients and possess strong proficiency in collaborating with HMOs and PPOs to ensure optimal coverage for their clients. Additionally, GIS Benefits is known for their ability to carve out drug and pharmacy plans, setting them apart from other brokers in the market. Their deep knowledge spans across various sectors, including 0 and offices of physicians, further enhancing their ability to serve a diverse clientele effectively.

Bernard William & Company, headquartered in Savannah, GA, is a distinguished local brokerage firm known for its expertise in providing employer benefits, particularly in the medical and ancillary benefits sectors. This office, established in 1934, has garnered a reputation for delivering a combination of quality, service, and value, partnering with a range of financially sound and reputable insurance companies. As a family-owned insurance agency, Bernard William & Company extends its services to both individuals and employer groups, offering a comprehensive suite of insurance products. These include auto, home, boat, personal property, traditional life, health, dental, and long-term care insurance. Their ability to cater to diverse insurance needs has made them a trusted choice among local and regional employers. The firm's local expertise is evident in its work with prominent clients, such as South Georgia Dental Management, a notable player in Georgia's dental industry. With over 430 participants, this client relationship showcases Bernard William & Company's prowess in servicing complex, industry-specific insurance needs, particularly in the offices of dentists sector. Furthermore, the firm's extensive service network is supported by collaborations with several top-tier insurance carriers, including The Guardian Life Insurance Company of America, The Hartford, Sun Life Financial, Principal Financial Group, Assurant, MetLife, CNA, Humana, and United HealthCare. This network enables them to offer tailored risk management and financial planning solutions, emphasizing their mission to shield clients from financial loss. Bernard William & Company's Savannah location stands out for its commitment to superior client service and its ability to address the unique insurance requirements of local and regional businesses, demonstrating a blend of traditional values and modern expertise in the insurance sector.