Preferred Concepts provides premier coverage solutions focused on the real estate industry. We are backed by decades of experience insuring a broad array of property types via a novel and contemporary approach to underwriting.

BLS Consulting is a reputable insurance broker that specializes in providing comprehensive services to midsize employers. With a strong focus on self-funded employers, they have amassed valuable experience in tailoring insurance solutions to meet their clients' unique needs. Located in Plymouth, Minnesota, BLS Consulting's local office is known for its exceptional work with North Memorial Health Hospital, a prominent employer in the health care and social assistance industry. Collaborating closely with the hospital's HR and finance team, BLS Consulting successfully implemented a customized self-funding arrangement, ensuring optimal coverage for their 180 members. With extensive expertise in the health care and social assistance sectors, BLS Consulting offers invaluable insights and tailored solutions to their clients. Their dedication to understanding the intricacies of these industries enables them to provide comprehensive insurance strategies that address the specific challenges and risks faced by employers in these sectors. Operating primarily in Mississippi and Tennessee, BLS Consulting's Plymouth office extends its exceptional services to a wide range of employer clients, including notable organizations like Maple Grove Hospital and North Memorial Health Hospital. Through their diligent approach and commitment to excellence, BLS Consulting has established itself as a trusted partner for midsize employers, offering reliable insurance brokerage services that help businesses navigate the complex insurance landscape effectively.

Brown & Brown, located in the bustling heart of Minneapolis, MN under the guidance of Julia Bertrand, stands out as a prominent insurance brokerage firm, particularly esteemed for its expertise with local and regional employers. This office has carved a niche in delivering comprehensive medical and ancillary benefits solutions, a testament to its profound understanding of employer needs and industry demands. One of the hallmark features of this Brown & Brown branch is its proficiency in serving the offices of real estate agents and brokers industries. A shining example of their client success stories is the collaboration with Collopy Real Estate, a Minnesota-based firm. Here, Brown & Brown has demonstrated its capability to manage complex insurance needs, catering to over 180 participants, which highlights their ability to handle substantial and intricate employer benefit programs. The firm’s strength lies in its dual focus: an intimate knowledge of local business landscapes coupled with the resources and reach of a large national insurance brokerage firm. This unique combination enables them to offer tailored, effective solutions that resonate with the specific needs of each client. Brown & Brown’s Minneapolis office, led by Julia Bertrand, is not just about numbers and contracts; it's about building lasting relationships and ensuring the financial safety and wellness of its clients and their employees. Their approach is holistic, considering not just the immediate insurance needs but also the long-term implications and opportunities for their clients. This office's commitment to excellence and its adeptness in navigating the complex world of employer benefits make it an excellent choice for businesses seeking reliable, insightful, and comprehensive insurance brokerage services.

Secura Consultants is a highly regarded insurance broker with a dedicated office serving clients in Wisconsin and Alabama. Renowned for their exceptional customer service and industry expertise, this particular office has earned stellar reviews from satisfied clients. Notably, they partnered with Qti Human Resources Inc., an employment services industry leader with 2,310 employees. Collaborating closely with Qti's HR and finance team, Secura Consultants successfully implemented a comprehensive suite of customized insurance solutions, including a self-funding arrangement, HMO and PPO plans, a pharmacy benefits management program, and a tailored drug plan. Secura Consultants' extensive client portfolio encompasses renowned organizations such as CLA (CliftonLarsonAllen), Forward Service Corporation, IronMountain Solutions, Inc., and Professional Services Group. Headquartered in Minneapolis, Minnesota, Secura Consultants caters to a diverse range of clients, from large corporations to midsize employers. Their impressive M Score reflects their vast experience and proficiency in servicing clients across different industries and sizes. With a deep understanding of various sectors, Secura Consultants excels in serving clients in employment services, motor vehicle manufacturing, architectural, engineering, and related services industries. They have demonstrated expertise in working with self-funded employers, ensuring optimal coverage and cost-efficiency. Moreover, they possess a strong track record of collaborating with HMOs and effectively addressing the specific needs of their clients. Additionally, Secura Consultants has a wealth of experience in partnering with clients and PPOs to ensure comprehensive coverage that meets the unique requirements of their members. Secura Consultants' dedication to delivering superior insurance solutions, personalized service, and industry-specific expertise makes them the go-to insurance broker for clients seeking comprehensive coverage tailored to their specific needs.

We are excited to celebrate our 90th anniversary this year, and through those nine decades this has always remained true...“Caring for Your Unique Potential Is Our Soul Purpose.” That statement is the core of how we do business. We ask the tough questions, avoid the easy path, believe fully in caring for the unique challenges of our clients, and leverage our greatest assets — the hearts and minds of our people — to advocate on behalf of our clients. That’s our approach to risk management and benefits consulting, and it’s worked for us since our inception in 1932. As an independent brokerage, we serve clients in every industry and of almost every size, with the ultimate goal of providing exceptional service and caring for our clients’ unique potential. For more information, visit www.holmesmurphy.com. You can also follow us on Twitter.com (@holmesmurphyins), or Facebook, or Instagram.

With over 120 offices and nearly 7,000 associates throughout the U.S., CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level. CBIZ has been honored to be the recipient of several national recognitions: • 2020 Best Workplaces in Consulting & Professional Services by Great Place to Work® • 2020 Workplace Excellence Seal of Approval by the Alliance for Workplace Excellence • Top 101 2020 Best and Brightest Companies to Work For in the Nation • 2020 Healthiest 100 Workplace in America • 2021 Top Workplaces USA We are one of the nation's leading: - Accounting Providers - Employee Benefits Specialists - Property & Casualty Brokerage and Risk Consulting Firms - Valuation Firms - Retirement & Investment Specialists CBIZ is associated with Mayer Hoffman McCann P.C. (MHM)*, a national, independent CPA firm. Through this association, we offer audit and attest services.

Rogers Benefit Group is a specialty marketing organization with a long history of developing niche markets. Our predecessor organizations date back in the late 1940’s when RBG’s founder, Pat Rogers, decided to enter the small employer group insurance business. Being an agent himself, he also knew that agents were going to need a marketing organization to help them bring specialized knowledge and service to their clients in the increasingly complex area of health benefits. Our first insurance carrier relationship began with Principal Financial Group. This relationship thrives today. Regionally, we enjoy strategic relationships with Aetna, certain Blue Cross and Blue Shield plans, HealthNet, United Health Care, Humana, and Assurant Health. Today Rogers Benefit Group helps agents service more than 40,000 groups who pay more than $2.5 billion in annual premium. Rogers Benefit Group is committed to fast, accurate response to an agent or employer when addressing their group insurance needs. It is from our Midwest roots that one can expect a no-nonsense, straightforward, competent approach to groups of any size. Our Geography We are currently located in over 30 states with 40 offices. This geographic spread lends itself well to the opportunity of assisting agents with groups having multiple locations. It also makes us the oldest and largest General Agent in the United States as measured by locations and, more importantly, premium in force. What’s Really Important Agents tell us that our greatest value is in the quoting and underwriting processes. Our mission is to help agents get business, get groups rated correctly, get them enrolled efficiently and accurately, and to help reduce their efforts in underwriting. We do this by close individual contact with the agent and employer while minimizing unknowns in these steps. Our specialized knowledge of the quoting, enrollment, and underwriting maze brings unique value to all parties involved.

We work mainly with other business owners on their financial and estate planning. Scott also does the design work on the benefit plans for their companies while my staff manages and helps with the details of the complex administration. The Morgan Planning Group,LLC is dedicated to providing assistance and advice to each and every customer. Scott and his staff pride themselves in establishing personal, long term relationships with their clients. Services provided through The Morgan Planning Group,LLC include but are not limited to: Group Employee Benefits • Group Health • Group Ancillary Benefits • Life, Vision, Disability, Dental • Administration & COBRA implementation

AssuredPartners: Your Trusted Insurance Broker in Minnesota and South Dakota Located in Roseville, Minnesota, AssuredPartners is a national insurance broker dedicated to serving clients across Minnesota and South Dakota. With a strong focus on meeting the unique needs of employers, AssuredPartners has established itself as a reliable partner for businesses of all sizes. One noteworthy example of their expertise lies in their collaboration with White House Custom Colour, a leading employer in the professional, scientific, and technical services industry. AssuredPartners worked closely with their HR and finance team to develop a tailored self-funding arrangement and a specially designed HMO plan that catered to the specific requirements of their 250 employees. AssuredPartners boasts an impressive portfolio of employer clients, including Usic LLC, Vinco Inc, Bell International Laboratories, and White House Custom Colour. Their wide-ranging experience and extensive knowledge across various industries contribute to their stellar reputation and solid M Score, making them a go-to choice for large and midsize employers alike. With a particular focus on professional, scientific, and technical services, nonresidential building construction, as well as pharmaceutical and medicine manufacturing industries, AssuredPartners offers specialized expertise in these sectors. Their experience in working with self-funded employers further demonstrates their commitment to providing comprehensive insurance solutions tailored to the unique needs of their clients. Choose AssuredPartners as your insurance broker, and rest assured knowing that their dedicated team will work tirelessly to protect your business and provide you with the peace of mind you deserve