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.

Tzedakah House LLC, based in New Haven, CT, is a prominent insurance broker with a larger office, specializing in comprehensive solutions for employer benefits. Their substantial expertise in medical and ancillary benefits positions them as a trusted partner for both local and regional employers. Noteworthy clients such as Braxton Manufacturing Co in the machine shops; turned product; and screw, nut, and bolt manufacturing industry with 190+ participants, and Tower Laboratories in the pharmaceutical and medicine manufacturing sector with 270+ participants, underscore their proficiency in diverse industries. Operating within the thriving business community of New Haven, Tzedakah House LLC seamlessly combines local insights with industry-specific knowledge. Their demonstrated experience across pharmaceutical and medicine manufacturing, as well as machine shops; turned product; and screw, nut, and bolt manufacturing industries, showcases a versatile skill set to address the unique needs of businesses in these sectors. As part of a local brokerage firm, Tzedakah House LLC brings the advantages of regional familiarity and a client-centric approach. Their demonstrated experience with midsize employers further emphasizes their ability to tailor benefits solutions effectively, making them a strategic partner for businesses in New Haven, CT, seeking comprehensive and customized insurance options.

Instilling a culture of collaboration among our team of professionals and, more importantly, with our clients, Blueprint Benefit Advisors approaches the market with a unique engagement process. Delivering best-in-class offerings and practices in employee benefits, human resources and technology through our affiliation with United Benefit Advisors [as a UBA Partner Firm], our clients are engaged and informed to comply with every aspect of workforce management.

Agnostic to both carriers and enrollment platforms, Ep6ix brings a unique set of processes and partnerships to execute virtual core enrollments in a way that provides full transparency, consistency, and accountability to all stakeholders. We bring: - A virtual enrollment application for communication, scheduling, screen share meetings to maximize employee engagement. - The best Benefit Counselors in the industry - all Ep6ix counselors go through an intensive 4 week 8 module training on core benefits with an average tenure of 8 years in worksite benefits - Development of a custom communication plan using mobile-enabled tools and any combination of call center and virtual screen share meeting/consult options - Execution and Experience – 15 years of executing core enrollments Key partnerships including TPAs, Technology, Compliance, Billing Solutions, and many others

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

At Smith Brothers Insurance we serve as your family confidant and business’s enterprise risk manager. We’ve been in business for over 50 years, as an independently operated, Top 100 Broker, working towards our purpose of Helping Others. We use our consultative approach and personalized service to understand and manage your risk, protect your assets, and help you achieve your goals.

Municipal Benefits, located in the vibrant city of New Haven, CT, stands as a formidable player in the insurance brokerage arena, boasting a larger office equipped with a team of seasoned professionals. With a focus on employer benefits, they have carved a niche for themselves with an impressive track record in handling medical and ancillary benefits. This branch of Municipal Benefits prides itself on its extensive expertise in serving both local and regional employers, demonstrating a keen understanding of the nuanced needs within the medical and ancillary benefits landscape. Their commitment to excellence is evident in their diverse clientele, including notable entities like Chemoil Energy Services in the petroleum and petroleum products merchant wholesalers industry, based in CA, with a substantial participation of 520+ members. What sets Municipal Benefits apart is their affiliation with a respected local brokerage firm, leveraging collective industry insights and resources. This strategic partnership enhances their ability to deliver tailored solutions, particularly evident in their demonstrated experience with midsize employers. Municipal Benefits' adept handling of the complexities within the petroleum and petroleum products merchant wholesalers industries further establishes them as a go-to choice for businesses seeking comprehensive and customized insurance solutions in the dynamic landscape of employer benefits.

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.

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®.

At Smith Brothers Insurance we serve as your family confidant and business’s enterprise risk manager. We’ve been in business for over 50 years, as an independently operated, Top 100 Broker, working towards our purpose of Helping Others. We use our consultative approach and personalized service to understand and manage your risk, protect your assets, and help you achieve your goals.