Insurance Office of America (IOA) is the fourth largest privately held insurance brokerage in the United States. Founded in 1988, IOA is a recognized leader in providing property and casualty, employee benefits, and personal lines insurance and risk management solutions as well as insurtech innovation. Headquartered in Longwood, Florida, part of the greater Orlando community, IOA has more than 1,300 associates located in over 60 offices in the U.S. and United Kingdom. For more information, visit www.ioausa.com.

For over 30 years, clients have relied on the professionals at Katz/Pierz to design and manage benefit programs that meet their unique needs while providing exceptional service to benefit administrators, employees, and their families every day. Katz/Pierz is now a division of World. Katz/Pierz provides strategic benefit advice supported by technology and backed by a team of knowledgeable professionals. Our programs help clients attract and retain valued employees, and our enthusiastic staff is always available to help those employees and their families navigate today’s complex healthcare system.

Nj Group Services LLC, located in the heart of New York, NY, stands as a reputable insurance broker specializing in delivering comprehensive benefits solutions to local and regional employers. With a keen focus on medical and ancillary benefits, this office has proven expertise across diverse industries, including computer systems design, cut and sew apparel manufacturing, and retail trade. Demonstrating a nuanced understanding of employer needs, Nj Group Services LLC caters to midsize businesses, offering tailored insurance solutions that align with the unique demands of each industry. Their portfolio includes esteemed clients such as Diaspark, a leader in computer systems design, boasting 120+ participants, Nj Makers Corp in cut and sew apparel manufacturing with 100+ participants, and Oracle Financial Services Software in the retail trade industry with an impressive participant count of 310+. Being an integral part of a local brokerage firm, Nj Group Services LLC brings a localized approach to insurance, ensuring that businesses receive personalized attention and solutions. The office's commitment to excellence is evident in its track record of successfully navigating the intricacies of the insurance landscape, making them a trusted partner for employers seeking reliable and tailored benefits packages in the dynamic business environment of New York.

Innovative Benefit Planning is an employee benefit planning and financial services company that combines innovation with integrity for companies across the United States. Our people and experience, coupled with sound financial services, have helped thousands of organizations and their employees achieve their employee benefit planning goals and more.

Armfield Harrison & Thomas is a reputable regional insurance broker with an office located in Holmdel, New Jersey. With a strong focus on serving clients of large and midsize employers, they have established themselves as a trusted partner in the insurance industry. A notable example of their expertise is their collaboration with Fi-Tek, a leading employer in the computer systems design and related services industry, employing 130 members. Armfield Harrison & Thomas worked closely with the HR and finance team at Fi-Tek to develop a tailored pharmacy benefit management (PBM) and drug plan that caters specifically to the unique needs of their members. This showcases their strong experience in working with self-funded employers and their commitment to providing customized insurance solutions. With an extensive portfolio of employer clients in the Holmdel, New Jersey area, Armfield Harrison & Thomas has developed a solid reputation for delivering exceptional insurance services. Their roster of clients includes AdvantageCare Rehabilitation Services, Deep Foods Inc., Fieldstone Properties I LLC, and Fi-Tek. Armfield Harrison & Thomas's success can be attributed to their wide range of experience and expertise across client sizes and industries. They have developed strong competencies in office administrative services, health practitioners, and computer systems design and related services. This broad knowledge base enables them to provide comprehensive insurance solutions that effectively meet the needs of their diverse client base. Driven by a commitment to excellent service and a deep understanding of the insurance landscape, Armfield Harrison & Thomas is dedicated to building long-term partnerships with their clients. They strive to deliver tailored insurance coverage that provides peace of mind and addresses the specific risks and challenges faced by their clients in the ever-evolving business environment.

Glenn Insurance, Inc., situated in the vibrant hub of Atlantic City, NJ, is a trusted insurance broker renowned for its profound expertise in catering to the needs of local and regional employers. Specializing in medical and ancillary benefits, this office location stands out for its commitment to providing tailored solutions that meet the unique requirements of diverse businesses. With a focus on the educational services industry, Glenn Insurance, Inc. has successfully served top-tier clients, such as Shepard School, a prominent institution in New Jersey boasting over 80 participants. The firm's stellar track record extends beyond individual clients to encompass a broad spectrum of educational services industries, showcasing their versatile proficiency in addressing specific sector needs. As an integral part of a local brokerage firm, this branch embodies a commitment to community and understands the nuances of the regional market. Employers seeking a partner with an in-depth understanding of the local landscape will find Glenn Insurance, Inc. to be a strategic ally in navigating the complexities of employee benefits. Whether it's leveraging their extensive experience or collaborating with businesses to design comprehensive benefit packages, Glenn Insurance, Inc. in Atlantic City exemplifies a dedication to excellence and a customer-centric approach that sets them apart in the competitive insurance brokerage landscape.

Insurance is the business of protecting futures. Whether it’s for individuals or families, a small business or corporation, you want experienced professionals to help you prepare for life’s uncertainties. Hardenbergh Insurance Group offers personal and business insurance, as well as group and individual benefits. Our policies include automobile, homeowners, liability, workers’ compensation, medical and more. A PROUD TRADITION The Hardenbergh Insurance Group has been a family owned and operated company for three generations. In over 60 years of business in the Delaware Valley we have focused on insuring futures of both business and families. The tradition and culture created in 1954 still continues today. OUR MOST IMPORTANT ASSET At Hardenbergh we use our 60 years of experience in the insurance industry and leading-edge technology to provide a strategic plan to best meet the needs of our clients. Our staff expertise extends to all varieties of insurance coverages and allows us to keep pace in this continually evolving industry. Our unique culture has enabled us to quickly adapt our services to satisfy our customers. A SUPERIOR LEVEL OF SERVICE Our agency provides the best solutions for your insurance and risk management planning. We utilize the industry’s top providers, and our dedicated staff creates cost effective, tailored service plans to protect your families and your financial and business goals. We are proactive for you, year round, which is the best strategy for your success.

CBSI, based in Trenton, NJ, stands out as a noteworthy insurance brokerage, particularly for its adept handling of employer benefits. Characterized as a larger office, this branch of CBSI is part of a local brokerage firm that has established a notable presence in the region. Their expertise shines in catering to both small and midsize employers, demonstrating a keen understanding of the unique needs and challenges faced by these businesses. The team at CBSI Trenton is particularly adept in dealing with industries such as accounting, tax preparation, bookkeeping, and payroll services. Their proficiency is further highlighted by their successful partnerships with top customers like Sax, which operates within the accounting and payroll services sector and has over 140 participants. This showcases their ability to manage complex benefits packages for a sizable workforce. Additionally, CBSI's prowess extends to the healthcare sector, where they have shown great skill in working with health practitioners. A prime example is their collaboration with Reformed Church Home in New Jersey, catering to over 60 participants. This experience underscores their capacity to navigate the intricacies of medical and ancillary benefits, which are critical in the healthcare industry. What sets CBSI in Trenton apart is their deep-rooted understanding of local and regional market dynamics. This local expertise, combined with their broad experience across various industries, makes them a valuable partner for employers looking to navigate the complexities of employee benefits. Their approach is tailored, ensuring that each client, regardless of size, receives dedicated and expert service.