ASSUREDPARTNERS - TORRINGTON, CT

Torrington, Connecticut

AssuredPartners is a national insurance broker with a branch situated in Torrington, Connecticut. With a focus on serving midsize and small employers, AssuredPartners brings a wealth of experience to the table, particularly in working with self-funded employers. While a few customers have expressed lower satisfaction levels, it is worth investigating this aspect when evaluating potential partners. In the Torrington office, AssuredPartners has established itself as one of the leading brokerages in the region. Notably, they have successfully collaborated with Stone Harbor Investment Partners Lp, a 70-member employer operating in the financial investment activities industry. By partnering closely with Stone Harbor's HR and finance team, AssuredPartners developed a tailored self-funding arrangement to address the unique needs of the company's members. AssuredPartners' expertise extends beyond a single industry, as they possess strong proficiency in financial investment activities and management of companies and enterprises. Their services cover a wide range of clients in New York, including prominent employers like MSD Capital, Everest Operations Management LLC, and Stone Harbor Investment Partners Lp. As potential partners, AssuredPartners' Torrington office showcases their ability to deliver customized insurance solutions and effectively cater to the needs of diverse clientele. However, it is advisable to consider the feedback from a subset of customers who have expressed dissatisfaction to ensure a comprehensive evaluation

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ROSA'S INDEMNITY SERVCES - NEW YORK, NY

North Salem, New York

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NFP - POUGHKEEPSIE, NY

Fishkill, New York

NFP is a leading insurance broker and consultant providing specialized property and casualty, corporate benefits, retirement, and individual solutions through its licensed subsidiaries and affiliates. NFP enables client success through the expertise of over 7,400 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors, and financial institutions. NFP is the 5th largest benefits broker by global revenue, 5th best place to work in insurance and 6th largest US-based privately owned broker (Business Insurance); 9th commercial lines agency by P&C commercial lines revenue and 10th largest property and casualty agency (Insurance Journal); and 12th largest global insurance broker (Best’s Review).

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CLEARY BENEFITS GROUP INC - BRIDGEPORT, CT

Danbury, Connecticut

Cleary Benefits Group Inc is a reputable insurance broker with a local office based in Danbury, Connecticut. They cater to clients across Connecticut, Nebraska, and New York, offering their expertise and services to large, midsize, and small employers. With a wide range of experience and knowledge in various industries and products, Cleary Benefits Group Inc has earned one of the highest M Scores possible. This specific office location of Cleary Benefits Group Inc has established a strong rapport with prominent employers such as Boehringer Ingelheim USA, Booking.com, Cxloyalty Group Inc, and Emcor Group Inc. Their notable collaboration with Boehringer Ingelheim USA, a 290-member employer in the pharmaceutical and medicine manufacturing industry, showcases their ability to understand and cater to their clients' unique needs. Cleary Benefits Group Inc's partnership with Boehringer Ingelheim USA exemplifies their commitment to delivering tailored solutions. They collaborated closely with the company's HR and finance team to set up a self-funding arrangement, HMO plan, PBM, and drug plan, ensuring comprehensive coverage that specifically meets the needs of their members. In addition to their expertise in the pharmaceutical and medicine manufacturing sector, Cleary Benefits Group Inc boasts strong proficiency in specialty trade contractors, resin, synthetic rubber, and artificial and synthetic fibers and filaments manufacturing industries. They have extensive experience working with self-funded employers, HMOs, and pharmacy benefit managers (PBMs) to ensure the best possible outcomes for their clients. With their deep understanding of different client sizes, industries, and products, Cleary Benefits Group Inc is well-equipped to provide exceptional insurance brokerage services that are tailored to meet the unique needs of their diverse clientele.

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GOLDENS BRIDGE - NEW YORK, NY

Goldens Bridge, New York

Movoto by OJO helps homebuyers, sellers, and owners jump-start their real estate journey. We meet people where they are with the tools and assistance they need to move forward with knowledge and confidence. With personalized tools, expert guidance, tailored resources, and market insights, we support each person’s journey — from taking the first steps in home search to building long-term wealth as a homeowner. Today, homeownership isn't within reach of everyone. Join us in creating a world where all people — no matter their race, class, or gender — have what they need to own a home.

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MARSHALL & STERLING - MONTICELLO, NY

Monticello, New York

Marshall & Sterling Insurance, Inc., founded in 1864, is among the largest privately owned insurance agencies in the United States, with total written premiums in excess of $1 billion. An employee-owned company with more than 550 insurance specialists, Marshall & Sterling maintains a national presence, is licensed throughout the nation* and the U.S. Virgin Islands, and is well positioned to serve the requirements of international clients. Marshall & Sterling is a leading broker for all lines of business and personal insurance, specialty risks including bonds, and employee group benefits, specializing in public entities, schools, campgrounds, the hospitality industry, manufacturers, professional and directors and officers liability, health care, construction, specialty programs, workers’ compensation and crime/bond. Marshall & Sterling has direct and preferred relationships with the leading insurance companies, providing clients with the broadest and most competitive programs available in the industry. According to a ranking by the Insurance Journal, Marshall & Sterling is currently ranked 32nd among more than 40,000 privately-held insurance agencies in the U.S. and is ranked among the top performers in the annual Best Practices Study conducted by the Independent Insurance Agents & Brokers of America (IIABA or the Big “I”) and Reagan Consulting. Follow Link to View Disclaimer: www.marshallsterling.com/linkedin-disclaimer

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THE REIS GROUP - KINGSTON, NY

Kingston, New York

The Reis Group is an Independent Insurance Agency specializing in large municipal business including Schools, Hospitals, Nursing Homes as well as Manufacturers.

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ROSE & KIERNAN - ALBANY, NY

East Greenbush, New York

Welcome to Rose & Kiernan. For more than 145 years Rose & Kiernan, Inc. has been a leading general insurance agency in the Northeast, highly regarded for both our insurance expertise and our community involvement. Our mission is to provide high-quality, reputable insurance products, bonds, financial services, employee benefits and risk management products and services to business and industry, individuals and public and private organizations. While New York State, Connecticut and Rhode Island are our primary market areas, we provide insurance worldwide on behalf of many of our corporate clients. Find us online and follow us on social media to stay up to date with the latest from R&K: Web: www.RKInsurance.com Twitter: www.twitter.com/RoseAndKiernan Facebook: www.facebook.com/RoseAndKiernan

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HP PLANNING - TORRINGTON, CT

Thomaston, Connecticut

HP Planning, situated in Torrington, CT, stands out as a premier insurance broker specializing in comprehensive employer benefits solutions. With a strong focus on serving local and regional employers, their expertise is particularly pronounced in the realm of medical and ancillary benefits. Boasting an impressive track record, HP Planning has cultivated relationships with diverse clientele, with notable emphasis on the nursing and residential care facilities industry. Among their esteemed clients, Jacc Healthcare Group takes center stage. This industry leader, situated in Connecticut, relies on HP Planning's adept services for its 280+ participants. HP Planning's commitment to excellence is evident in its nuanced understanding of the unique challenges and needs within the nursing and residential care facilities sector, showcasing their unparalleled expertise in navigating this complex landscape. What sets HP Planning apart is its affiliation with a regional insurance broker firm, adding an additional layer of resources and industry insight to their already robust offerings. With a keen understanding of the intricacies of employer benefits, HP Planning in Torrington, CT, emerges as a reliable partner for businesses seeking tailored and effective solutions in the ever-evolving landscape of employee benefits.

MARSHALL & STERLING - POUGHKEEPSIE, NY

Poughkeepsie, New York

Marshall & Sterling, a regional insurance consultant headquartered in Poughkeepsie, New York, is a trusted partner for clients across multiple states, including New York, New Jersey, Connecticut, Texas, California, and Minnesota. With a diverse client base, they have established themselves as one of the top brokerages in the Poughkeepsie market, offering their expertise to large, midsize, and small employers. One notable example of their exceptional service is their collaboration with Oels, a prominent employer in the employment services industry, comprising 1,630 members. Marshall & Sterling worked closely with Oels' HR and finance team to develop a comprehensive insurance package that included a self-funding arrangement, HMO and PPO plans, as well as a specialized PBM and drug plan. This bespoke approach ensured that Oels' members received tailored coverage to meet their unique needs. Marshall & Sterling's impressive M Score reflects their extensive experience and expertise across various client sizes, industries, and products. They excel in working with self-funded clients, demonstrating their deep understanding of this complex area. Moreover, they have a strong track record in collaborating with HMOs and PPOs to provide the best solutions for their clients' members. Their proficiency extends to working with PBMs and other pharmacy providers, ensuring comprehensive coverage in the pharmaceutical domain. In terms of industry knowledge, Marshall & Sterling boasts a strong expertise in automobile dealerships, educational services, as well as the health care and social assistance sectors. This breadth of experience enables them to navigate the specific challenges and requirements of each industry, ensuring that their clients receive tailored insurance solutions. Marshall & Sterling's commitment to delivering exceptional service, combined with their vast experience and deep industry knowledge, positions them as a reliable insurance consultant for businesses across multiple states. Whether it's assisting with self-funding arrangements, designing HMO and PPO plans, or ensuring effective pharmacy coverage, Marshall & Sterling is dedicated to meeting the unique needs of their clients and providing them with peace of mind.

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