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.

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.

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.

Brown & Brown delivers risk management solutions to help protect and preserve what our customers value most. Our three business segments—Retail, Programs and Wholesale Brokerage—offer a wide range of insurance solutions to businesses and individuals. We are one of the insurance industry’s most powerful and influential leaders, with a strong, deeply rooted cultural foundation built on integrity, innovation, superior capabilities and discipline. The Power of WE ignites our performance, and while diverse and varied in abilities and experience, we are all connected through our core values, a commitment to our local communities and a shared mission—always doing what is best for our customers. Brown & Brown is proud to be certified as a Great Place to Work®, and we are always actively looking for talented teammates who embrace our culture to join our winning team. Find us on the NYSE as BRO.

At Strategic Benefit Resources, it is our mission to partner with employee benefit advisors, third party administrators and other intermediaries in order to help them make more informed decisions, create process efficiencies and improve profitability by providing specialized self-funded health plan expertise, custom outsourced services, and unique technology-driven solutions. Strategic Benefit Resources provides a flexible, producer driven model. Our services and resources are custom-tailored to meet the needs of each individual employee benefit advisor. Whether they have an in-depth understanding of self-funded health plans or have a need for more detailed self-funded expertise, Strategic Benefit Resources has a solution to fit each producer's particular needs. Through our strong stop-loss market relationships, our industry expertise, our leadership team and our proprietary risk analysis tools, Strategic Benefit Resources has the solutions. Flexible. Experienced. Results Oriented.

Partners Together - Endless Possibilities Hilb Group provides the resources of a big insurance broker and the attentive, personal service of a small agency. Our people are our greatest strength. Our values of trust, passion, integrity and growth drive our actions to benefit every client. Managing Risk Your risk profile doesn’t matter – Hilb paints a very wide portrait. We have more than 30 industry specialties, which gives our clients and brokers a unique advantage. We form enduring partnerships to get the best results every time, and work with the top insurers to provide a huge range of high-quality choices, matched exactly to your needs. About Hilb Group Founded in 2009, Hilb Group is a Top 25 middle market independent insurance broker. Hilb Group offers expertise in property & casualty, employee benefits, and retirement services to business and individuals throughout the nation.