We are a unique and innovative retail risk management and employee benefits insurance brokerage and consulting firm founded in San Francisco, California, in 2007 with offices and leadership across the country. EPIC Insurance Brokers & Consultants has a depth of industry expertise across key lines of insurance, including risk management, property and casualty, employee benefits, unique specialty program insurance and private client services. Check out our other links for all things EPIC: https://linktr.ee/epicbrokers.

Healthcare Partners Investments, LLC organizes, develops, owns, and operates medical/surgical programs and hospitals. The company also owns hospitals and medical ancillaries. Healthcare Partners Investments, LLC is headquartered in Oklahoma City, Oklahoma.

Based in the Greater Boston area, The Bulfinch Group is an independent financial services and investment management firm that has been providing personalized financial advice and experienced investment management to individuals, families and business owners since 1994. The Bulfinch Group was founded on two guiding principles -- integrity and character. These principles define the firm’s core values which include a philosophy of caring, building collaborative relationships and being a concerned corporate citizen. The mission of The Bulfinch Group is to serve our clients with respect, passion and integrity. Our philosophy – be professional, give back and have fun – is the cornerstone of The Bulfinch Experience. Our commitment to our community is strong and is a vital part of our culture. The Bulfinch Group is an Agency of The Guardian Life Insurance Company of America (Guardian), New York, NY. Securities, products and services and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. PAS is a wholly-owned subsidiary of Guardian. The Bulfinch Group is not an affiliate or subsidiary of PAS or Guardian. Life insurance offered through The Bulfinch Group Insurance Agency, LLC, an affiliate of The Bulfinch Group, LLC. The Bulfinch Group, LLC is not licensed to sell insurance. The Bulfinch Group is not a registered investment advisor. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. 2023-152951 Exp 3/25

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.

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.

Pacific Gateway Insurance Agency (PGIA) is able to provide the resources of a large insurance company with the personal touch of a small agency. PGIA operates in the far western and southwestern states primarily writing business in California, Arizona, Nevada, and Oregon.

Full Spectrum Benefits, headquartered in Boston, MA, boasts a robust office location with a strong focus on serving local and regional employers. With a specialized emphasis on medical and ancillary benefits, this branch demonstrates commendable expertise within the New England business landscape. Notably, Full Spectrum Benefits has cultivated a diverse clientele, including prominent entities like Teikametrics, a key player in advertising and public relations services, with over 110 participants. Federal Marine Terminals, operating in support activities for water transportation in Maine, is another testament to the broker's wide-ranging capabilities, managing benefits for a workforce exceeding 120 individuals. This office stands out as an integral part of a reputable local brokerage firm, further enriching its resources and networking capabilities. The team exhibits a keen understanding of specific industries, particularly excelling in support activities for water transportation and advertising-related services. Their demonstrated experience with midsize employers underscores their versatility and ability to tailor solutions to varied organizational needs. In summary, Full Spectrum Benefits in Boston emerges as a dynamic and client-centric insurance broker, equipped with a wealth of knowledge, industry-specific prowess, and a proven track record in optimizing employer benefits for businesses across diverse sectors.

MHA Solutions' Boston office, a prominent hub within the larger organization, stands out for its comprehensive expertise in insurance brokering. With a proven track record, they cater to employers of all sizes, showcasing particular strength in dealing with midsize, large, and small businesses alike. Specializing in employer benefits, this Boston-based team has honed its skills through extensive experience with self-funded clients. Their proficiency spans across various industries, most notably excelling in healthcare with clients such as Brockton Hospital and Lawrence General Hospital. In the hospitals sector alone, they serve organizations with participant numbers ranging from 60 to a substantial 1860+, showcasing adaptability and effectiveness across diverse scales. Beyond healthcare, MHA Solutions in Boston demonstrates remarkable competence in the scenic and sightseeing transportation industry, as evidenced by their collaboration with Grand Circle Travel, where they manage benefits for over 270 participants. This diversified industry focus underscores their ability to tailor insurance solutions to the unique needs of different sectors. As a crucial part of a local brokerage firm, MHA Solutions' Boston office not only leverages the resources of a broader network but also ensures a localized understanding of the specific challenges and opportunities within the region. Their commitment to delivering tailored solutions and their extensive experience make them a compelling choice for employers seeking a reliable and adept insurance broker in the Boston, MA area.

McWalter-Volunteer is a full service insurance agency that has been providing local, personalized service for personal and business insurance to Massachusetts communities since 1907. Offices in Andover, Concord, Danvers and Maynard, Mass. We offer both personal and business insurance. For personal insurance, we provide automobile, homeowners and watercraft coverage. Our business insurance coverages include fleet auto, errors and omissions, liability and business contractors insurance.

What makes Lockton stand apart is also what makes us better: independence. Our private ownership empowers our 12,500+ Associates doing business in over 140+ countries to focus solely on clients' risk and insurance needs. With expertise that reaches around the globe, we deliver the deep understanding needed to accomplish remarkable results.

Havens & Company, Inc. ranks among the top insurance brokers and consultants for Fortune 1000 employers seeking the finest life, accident, disability, dental, vision, and executive benefits programs. Our team of carefully selected lawyers, underwriters, account managers, and producers from the carrier and consultant side brings decades of direct, specialized large case expertise and experience to our clients. We strive to understand our clients'​ strategic business goals and objectives and to design, negotiate, and implement benefits programs that will meet those goals in the most cost-effective way through our transparent, procurement-based process. We are committed to yielding programs for our clients that make the best use of corporate dollars to provide meaningful, competitive benefits to their employees. Our business model sets the standard for employee benefit consultants and brokers, a model that puts power and leverage back in the hands of our clients – where it belongs. We have been certified as a women-owned business with the National Women Business Owners Corporation (“NWBOC”) and the Women’s Business Enterprise National Council (“WBENC”). As a certified WBE, Havens & Company, Inc. is formally positioned to align with corporate clients and insurers in fulfilling their strategic supplier diversity base goals.