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.

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.

At Mercer, we believe in building brighter futures. Together, our 25,000 employees in over 130 counties are helping redefine the future of work, reshape retirement and investment outcomes, and unlock real health and well-being. For over 75 years, we’ve provided trusted advice and solutions to build healthier and more sustainable futures for our clients, colleagues and communities. Balancing economics and empathy in our approach, we work side by side with you to find solutions to benefit your people and your business. By turning ideas into actions that spark positive change, we help you enrich employees’ lives and careers and drive innovation, progress and performance. Mercer is a business of Marsh McLennan. Get to know us better: Click the “learn more” button at the top of the page to discover everything we do to help you meet the needs of today and tomorrow. Follow us on Twitter at @Mercer.

Ac's Philadelphia, PA location stands as a noteworthy regional insurance broker firm, known for its adept handling of employer benefits, particularly in medical and ancillary benefits. This office has established a reputation for its deep understanding and expertise tailored to the needs of local and regional employers. Their proficiency is evident in their ability to cater to diverse industry needs, as demonstrated by their successful partnership with top customers like Mayco Holdings. Mayco Holdings, a prominent player in the fabricated metal product manufacturing industry based in Alabama, is a testament to Ac's capabilities. This firm, with over 140 participants, has benefited from Ac's comprehensive and customized insurance solutions. Ac's ability to serve such a significant and diverse client base highlights their capacity to manage complex benefit requirements effectively. Ac's Philadelphia branch, being part of a larger regional network, leverages its expansive resources and knowledge base to offer a range of solutions that are both innovative and practical. Their focus on integrating industry-specific requirements with a deep understanding of local market dynamics allows them to provide targeted, effective insurance solutions. Clients of Ac's Philadelphia office can expect a partnership that goes beyond mere transactional interactions. The team’s approach is characterized by a commitment to understanding the unique challenges and opportunities faced by each client, ensuring tailored solutions that align with their specific business objectives and employee needs. This client-centric approach underlines their role not just as a broker, but as a strategic partner in navigating the complexities of employer benefits.

Sapoznick Insurance is a highly regarded regional insurance broker based in Philadelphia, Pennsylvania. With a proven track record of excellence, they have established themselves as experts in providing tailored insurance solutions to clients of all sizes and industries. One notable example of their expertise lies in their partnership with the Early Learning Coalition of Miami-Dade/Monroe, an employer in the educational services industry with 280 members. In collaboration with the coalition's HR and finance team, Sapoznick Insurance worked diligently to design and implement a comprehensive range of insurance plans specifically tailored to meet the unique needs of the coalition's members. This included the setup of a Health Maintenance Organization (HMO) plan, Preferred Provider Organization (PPO) plan, Pharmacy Benefit Manager (PBM), and a specialized drug plan. Sapoznick Insurance has amassed considerable experience and proficiency in working with HMOs, PPOs, PBMs, and other pharmacy providers, ensuring their clients receive the most suitable coverage to meet their individual requirements. Their extensive client base spans across large and midsize employers, including notable companies such as Ad1 Wholesale LLC, Florida Memorial University, and Gotrg. With a strong presence in New York and Ohio, Sapoznick Insurance serves clients beyond their Philadelphia office location. They have earned an excellent M Score, reflecting their wide-ranging expertise across various industries, including educational services, traveler accommodation, and support activities for transportation. Clients can rely on Sapoznick Insurance's comprehensive understanding of insurance products, personalized service, and commitment to delivering effective solutions tailored to their specific needs.

SCS Financial, located in the bustling heart of New York, NY, stands out as a trusted insurance broker catering to the diverse needs of local and regional employers. Specializing in comprehensive medical and ancillary benefits, this office is a beacon of expertise in the competitive landscape. Their seasoned professionals bring a wealth of knowledge, particularly excelling in servicing the computer systems design and related services industry. Noteworthy is their successful partnership with Valuemomentum, a key player in computer systems design and related services based in NJ. Handling a participant pool of over 640, SCS Financial has demonstrated a remarkable ability to navigate the intricacies of this industry. Their commitment to understanding and meeting the unique challenges faced by businesses in this sector is a testament to their tailored approach. As part of a local brokerage firm, SCS Financial combines the personalized touch of a community-oriented entity with the resources and capabilities of a broader network. This synergy empowers them to deliver effective solutions that resonate with the dynamic needs of their clients. With a proven track record and a focus on client satisfaction, SCS Financial's New York, NY location is an invaluable partner for employers seeking excellence in insurance and benefits services.