CAI is the only Independent Insurance Agency in the region that can be your SOLE SOURCE for Insurance Products and Services. The company was founded in 1955 by Carl Schlotman, Sr. His ambition to create a first-class service organization led the company to evolve from a life insurance and financial planning specialty operation that employed three, into a diversified financial services operation with more than 50 employees. CAI is among the largest Independent Property & Casualty Agencies AND the largest Group Health Brokerages. In conjunction with AEBS, a wholly owned subsidiary dedicated to employee benefit plan administration, agency revenues are divided almost evenly between the Property and Casualty Insurance services and Employee Benefit services provided. CAI employs professionals experienced in all major types of insurance which include: Auto & Home, Group & Individual Health, Life and Risk Management & Business Insurance. With AEBS, CAI can be your single stop for all insurance products and consulting services. Services we offer are: - Commercial Property & Casualty Insurance - Fully Insured Group Health Plans - Self Funded Group Health Plans - Personal Insurance - Auto, Homeowner's, Jewelry, etc. - Life Insurance & Financial Planning Services - Employee Benefits - Plan Creation & Implementation - Pension Plan Administration - Payroll Deduction Programs CAI takes pride in the experience and professionalism demonstrated by its personnel. Put us to work for you and your company today. One number to call. One agent to oversee your entire portfolio. One team of professionals to bring experience and innovation to your insurance program.

Pinnacle Advisory Group is a trusted insurance broker serving clients across Indiana and Ohio. With their office located in Lawrenceburg, Indiana, Pinnacle Advisory Group specializes in providing insurance solutions to midsize and small employers. They have a strong track record of delivering excellent service and expertise to their clients. One notable example of their work in this location is their collaboration with Omni Technologies, a 30-member employer in the plastics product manufacturing industry. Pinnacle Advisory Group partnered with Omni Technologies' HR and finance team to design and implement a tailored self-funding arrangement that addresses the unique needs of their members. In addition to Omni Technologies, Pinnacle Advisory Group serves other esteemed employer clients such as Baylor Trucking Inc, Kohrs Lonnemann Heil Engineers, P.S.C., Kova Fertilizer Inc, and Robbins Inc. Their diverse client base demonstrates their ability to cater to a wide range of industries. Pinnacle Advisory Group has established a solid reputation and holds a good M Score, which reflects their extensive experience and expertise across different client sizes and industries. Their strong domain knowledge extends to individual and family services, veneer, plywood, and engineered wood product manufacturing, as well as the plastics product manufacturing industries. When it comes to insurance solutions, Pinnacle Advisory Group excels in working with self-funded employers, leveraging their extensive experience to provide effective strategies and tailored plans. Their commitment to meeting client needs extends to collaborating with HMOs and other providers to ensure the best possible outcomes for their clients. With their dedication to exceptional service, expertise, and a wide range of industry knowledge, Pinnacle Advisory Group is an ideal partner for employers seeking comprehensive insurance solutions in Indiana and Ohio.

McGohan Brabender's Cincinnati office stands out as a formidable force in the insurance brokerage landscape, catering to the needs of local and regional employers with a specific focus on medical and ancillary benefits. With a wealth of experience in servicing businesses in the metalworking machinery manufacturing industry, they have demonstrated their prowess by successfully managing the employee benefits program for Drt Holdings, a key player in this sector based in Ohio. The partnership boasts over 530 participants, showcasing the firm's ability to handle large-scale and intricate benefit programs. Notably, McGohan Brabender's Cincinnati team leverages its extensive knowledge to navigate the complexities inherent in metalworking machinery manufacturing industries, ensuring tailored solutions that address the unique challenges of this sector. As part of a distinguished regional insurance broker firm, the Cincinnati office benefits from a collaborative network and comprehensive resources that enhance their capacity to deliver top-tier services. This office takes pride in its local roots and commitment to understanding the nuances of the Cincinnati business landscape. Their tailored approach, coupled with a track record of successfully servicing prominent employers, positions them as a trusted partner for businesses seeking expertise in employee benefits within the Southwest Ohio region.

Comprehensive Benefit Solutions (CBS) Limited is a consulting firm, that provides services in both group benefits and retirement, as well individual health and dental insurance. The company was founded in 1992, when the senior partners acquired the employee benefit consulting unit of Royal Trust, BRG Associates. Today we are proud to service over 200 clients throughout Canada, ranging in size from 5 to over 50,000 plan members. We are attentive to each client's unique needs, focusing on developing long-term partnerships and maximizing the effectiveness of their insurance-related expenditures. CBS takes the time to fully understand these matters of interest to our clients, and work in partnership with them, to develop strategies and options that are specifically suited to their situation and are targeted to meet their defined set of objectives. Our goal is to provide each client with a personalized experience, and we are dedicated to offering quality advice based on professionalism, value and integrity for the benefit of our clients. Let us know how we can better serve your insurance needs by reaching us at one of the numbers or e-mail below: Toll Free: 1-800-503-2273 Phone: 905-896-2022 benefits@compben.com

Nestled in the dynamic business landscape of Cincinnati, Ohio, Stepping Stones Unlimited emerges as a local brokerage firm, dedicated to providing comprehensive insurance solutions for employers. With a proven track record, this office brings valuable experience in collaborating with self-funded clients, positioning itself as a strategic partner capable of supporting both local and regional employers. Stepping Stones Unlimited has successfully served an array of top-tier clients, including Big 3 Precision Products in the fabricated metal product manufacturing industry with 250+ participants, Bodycote USA in the coating, engraving, heat treating, and allied activities industry boasting an extensive workforce of 2200+ participants, and Used-Car-PartsCom in the wholesale trade agents and brokers industry with 130+ participants. These partnerships highlight the office's versatility and ability to cater to the unique needs of diverse industries. As part of a local brokerage firm, Stepping Stones Unlimited offers a personalized touch to its services, seamlessly integrating into the community it serves. With demonstrated experience in working with midsize employers, this broker understands the nuanced challenges faced by businesses in Cincinnati. Its expertise spans wholesale trade agents and brokers, coating, engraving, heat treating, and allied activities industries, ensuring that employers evaluating this office location can expect tailored and strategic solutions to meet their insurance needs.

You can count on Cornerstone as your ally to provide you with the knowledge and resources you need to stay ahead of the competition. We offer a full array of group, individual, and ancillary health insurance products from a high-quality carrier and vendor portfolio.

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.

The Hauser Group is a reputable local insurance consultant, based in Cincinnati, Ohio, that caters to clients across multiple states, including Ohio, Illinois, Oregon, New Jersey, Maryland, Georgia, California, Tennessee, Florida, Wisconsin, Indiana, Massachusetts, Oklahoma, Texas, Pennsylvania, Michigan, Colorado, Minnesota, Kentucky, Nebraska, Louisiana, Connecticut, Washington, North Carolina, Alabama, and Iowa. With their broad geographic reach, they are capable of serving clients in diverse locations. One notable example of their work at the Cincinnati office is their collaboration with Rasmussen College, an employer in the educational services industry with 2090 members. The Hauser Group closely worked with the HR and finance team of Rasmussen College to provide tailored insurance solutions that meet the specific needs of their members. With their extensive experience, The Hauser Group stands out as one of the leading brokerages in the Cincinnati, OH market. Their impressive track record is reflected in their high M Score, which highlights their expertise across client sizes, industries, and insurance products. The Hauser Group has developed strong proficiency in various sectors, including offices of physicians, educational services, and miscellaneous manufacturing. This knowledge allows them to offer specialized insurance solutions that address the unique requirements of these industries. In addition to Rasmussen College, The Hauser Group serves other notable employer clients, such as Anne Arundel Dermatology Corporate Headquarters, Apderm Management LLC, Axcess Financial, and Brightview LLC. These partnerships demonstrate their ability to effectively cater to large, midsize, and small employers across different industries. With a focus on self-funded clients and expertise in working with PPOs and pharmacy providers, The Hauser Group is committed to delivering tailored insurance solutions that best meet the needs of their clients. Their Cincinnati office serves as a hub for providing top-notch insurance consultancy services to employers across multiple states.

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.