Clear Insight is a brokerage and consulting firm specializing in providing employee benefit programs to employers (100+ employees) with a self-funded focus. Clients will be directed to best in class solutions and vendors. Clear Insight believes in a management approach to benefits.

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.

Marc Jacobson & Associates, located in Chicago, IL, boasts a robust presence as a prominent insurance broker. Operating from a larger office, this brokerage firm is well-versed in serving the unique needs of self-funded clients, catering to both local and regional employers. With a focus on delivering exceptional services, Marc Jacobson & Associates has garnered a solid reputation in the industry. Their extensive experience in managing employer benefits is exemplified through their diverse clientele, including esteemed companies like Curion, a leader in the professional, scientific, and technical services industry with over 250 participants, Optimum Staffing in the support activities for transportation industry with more than 160 participants, and First Team Real Estate - Orange County, an industry-leading player in real estate, boasting over 200 participants. Notably, Marc Jacobson & Associates excels in the offices of real estate agents and brokers industries, demonstrating profound expertise in this sector. As part of a local brokerage firm, they bring a personalized touch to their services, tailoring solutions to meet the specific needs of midsize employers. Their commitment to excellence and extensive experience make them a reliable partner for employers seeking top-notch benefits solutions in the Chicago, IL area.

Businesses and individuals partner with us to help them simplify the complex and develop comprehensive, streamlined solutions. As a top-ranked national advisory firm, we identify your unique needs to deliver customized insurance, risk mitigation, employee benefits, and wealth management solutions. If you can imagine it. If you can dream it. If you can see it when others can’t. We can protect it.

EOI Service Company is a national benefits communication and enrollment firm that brings 40 years of experience to the design, communication, and enrollment of core and voluntary benefits and other value-added services. EOI communicated and enrolled the first-ever employer sponsored universal life plan in 1979 at Harris Bank, Chicago’s third largest bank. EOI also implemented the first micro-computer worksite benefit enrollment, the first combined universal life and term plan, and the first universal life with long term care rider plan. We expanded into the areas of benefit statement enrollments and core benefit enrollments in the late 1990s and currently offer state of the art technology in these areas. Today, EOI excels in the following areas: - Expert evaluation of the voluntary benefit market - Electronic core/voluntary benefit enrollments - Custom-designed electronic and print communication campaigns - Creation and distribution of total compensation statements - Coaching employees to appropriate medical plan options - On-boarding of technology platforms - Dependent eligibility audits - Replacement of existing non-performing voluntary benefit programs Our scope of operation is national with roughly half of our business coming from the eastern United States and half from the western United States. We are active in enrollments that include one-on-one on-site employee counseling, call center enrollments, and self-service programs. EOI is appointed, licensed, and represent clients in all 51 jurisdictions with regional offices in California, Colorado, Illinois, New York, and Texas.

At Mercer, we believe in building brighter futures. Together, our 25,000 employees in over 130 counties are helping redefine the future of work, reshape retirement and investment outcomes, and unlock real health and well-being. For over 75 years, we’ve provided trusted advice and solutions to build healthier and more sustainable futures for our clients, colleagues and communities. Balancing economics and empathy in our approach, we work side by side with you to find solutions to benefit your people and your business. By turning ideas into actions that spark positive change, we help you enrich employees’ lives and careers and drive innovation, progress and performance. Mercer is a business of Marsh McLennan. Get to know us better: Click the “learn more” button at the top of the page to discover everything we do to help you meet the needs of today and tomorrow. Follow us on Twitter at @Mercer.

A Strategic Partner for Employee Benefit Consultants and Financial Professionals J. Manning & Associates works with benefit brokers and consultants to help their clients assess their Long-Term Care planning needs. Our deep expertise in public and private insurance plan options make us an ideal partner to support brokers and consultants in their conversations with employer groups. As an outsourced partner, J. Manning & Associates will educate brokers and consultants on The CLASS program, trends in the group Long-Term Care insurance marketplace, tax implications of plans, benchmarking studies, demographic analysis and, will support Long-Term Care insurance placements. Our organization is an industry leading distributor of Long-Term Care Insurance (Group & Individual markets). Our carrier portfolio includes John Hancock, Genworth, Transamerica, MedAmerica, Mutual of Omaha, LifeSecure, United of Omaha. We can support the entire Group LTC sales process- including a demographic analysis for each client, RFP development, plan design, proposal preparation, client meetings, carrier recommendations, implementation and delivery, reporting, and ongoing policy service.