The Strategic Advantage provides you with the solutions to help reach your goals. The Strategic Benefits team of experts understands the impact a company’s benefit package has on employees, owners, and the bottom line. We know sophisticated problems require sophisticated solutions, not cookie cutter answers. This is why we utilize a team approach, calling on the expertise of our consultants, who bring years of specialized experience to build relationships and guide you every step of the way. Our commitment is to help you make prudent business decisions regarding your employee benefit plans. We achieve this by combining innovative products with our outstanding expertise and service to best meet your needs.

CAI Insurance Agency, Inc., operating out of Cincinnati, OH, distinguishes itself as a sizable and influential player in the local and regional insurance brokerage market. Specializing in employer benefits, CAI Insurance boasts a robust portfolio of services geared towards midsize employers, demonstrating particular proficiency in tailoring medical and ancillary benefits to diverse industry needs. Their client roster is a testament to their versatility and expertise. Notable among their top clients is Aed Enterprises, a prominent name in Ohio's restaurant and eating places industry, where CAI Insurance manages benefits for over 230 participants. Similarly, their skillful handling of benefits for Bbi Logistics, a key player in the freight transportation arrangement sector with more than 190 participants, showcases their adeptness in industries with complex insurance requirements. Another feather in their cap is their successful partnership with Pure Romance in the retail trade industry, managing benefits for around 90 participants, which underlines their capability in adapting to the varied demands of different commercial sectors. The breadth of their expertise is further highlighted by their proficiency across industries such as depository credit intermediation and retail trade. As a local brokerage firm, CAI Insurance maintains a deep understanding of the regional landscape, enabling them to offer highly customized solutions that resonate with the specific needs and challenges of Ohio-based businesses. This office of CAI Insurance Agency, Inc. stands out for its focused approach towards midsize employers, ensuring that each client receives tailored, industry-specific solutions that not only meet but exceed their expectations in managing employee benefits. Their ability to blend local insights with wide-ranging industry expertise makes them a notable choice for businesses seeking comprehensive and specialized insurance brokerage services.

Scheller Bradford Group's Cincinnati, OH office stands as a formidable player in the insurance brokerage landscape. With a robust presence in the region, this larger office has honed its expertise in serving a diverse clientele, showcasing a proven track record with both midsize and small employers. As a local brokerage firm, they bring a personalized touch to their services, ensuring a deep understanding of the unique needs of businesses in the area. One of their key strengths lies in their adept handling of self-funded clients, providing invaluable support to local and regional employers. This proficiency is exemplified in their successful partnerships with esteemed organizations such as Beechmont Investments in the automobile dealers industry, boasting over 180 participants, Cincinnati USA Regional Chamber in the religious, grantmaking, civic, professional, and similar organizations sector, with 100+ participants, and Clark Schaefer Hackett & Co in the accounting, tax preparation, bookkeeping, and payroll services domain, boasting 190+ participants. Their wide-ranging expertise spans across various industries, including religious, grantmaking, civic, professional, and similar organizations, offices of physicians, as well as accounting, tax preparation, bookkeeping, and payroll services. This comprehensive knowledge positions them as a go-to partner for businesses seeking tailored insurance solutions. With a demonstrated commitment to client success and a deep understanding of the local business landscape, Scheller Bradford Group's Cincinnati office is poised to deliver exceptional value to employer benefit buyers.

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 [email protected]

At Business Benefits we look forward to learning about you, your organization, and your employees. Our team is ready to be your preferred resource for all of your employee-benefit needs. Business Benefits counsels regional employers in the development of employee benefit packages. We collaborate with clients to devise and determine the most cost-effective and competitive packages for any circumstance. Business Benefits also guides clients through the ever-changing landscape of healthcare reform and employee benefits. Specialties: Group medical, life, disability, dental, and voluntary insurance products. HSA, HRA, FSA, S125, and COBRA solutions.

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

Hauser is a full‐service risk management, employee benefits and insurance solutions partner. We provide value‐added support, resources and expertise to clients and prospects with a specialized focus on the needs of private equity firms, their portfolio companies and target acquisitions. Our consultative approach consists of core competencies in insurance and employee benefits due diligence, transactional support, risk management and insurance brokerage. Hauser appreciates the importance of protecting your investments, while maximizing the value of insurance coverage at every level. We have significant experience working with all transaction structures including: - Control buyout - Recapitalizations - Minority investments - Growth equity - Mezzanine debt, and - Special situations such as corporate carve‐out assets and distressed/bankrupt entities In an effort to create value on behalf of a private equity firm and their portfolio companies, Hauser has assembled dedicated, highly experienced teams of insurance and employee benefits professionals that understand the unique complexities and specific demands that can arise during a merger or acquisition transaction. We serve as subject matter experts providing consulting resources throughout every stage of the investment, from due diligence through exit.

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement & wealth, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With over 15,000+ colleagues and 300+ 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 $5 billion in annualized revenue, making it one of the largest brokerage operations in North America.

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.

S&S Health is a premier healthcare administration company. We offer self, level and fully funded solutions that lower costs while improving outcomes with a consumer centric experience. Our integrated benefits, services and technology platform have been developed to serve the needs of Employers, TPAs, and Health Systems. The company has a nationwide presence with the ability to sell and service in every state. Currently, we maintain offices in Ohio, Connecticut, Florida and Nevada.