Vertical Fox’s technology provides a digital brokerage platform for employee benefit brokers and employers in the middle market. Our platform empowers employers and brokers with faster results, more powerful insights and lower costs. This new paradigm utilizes real time data which allows brokers to gain efficiencies and streamline processes. Employers can make more informed and faster decisions with lower procurement costs and fees. Vertical Fox was founded with a vision to create a transparent process to procure and manage employee benefits, better, faster and more cost effectively than ever before. The industry’s current antiquated, often manual, one-off processes are incredibly inefficient and waste billions of dollars. In addition, the lack of automated real time decision making tools often forces employers to rely on the anecdotal experience and opinions of a single consultant. The new Vertical Fox paradigm provides complete transparency to insurers, consultants and employers. The firm’s cloud based dashboard lowers operational costs for brokers and allows them to provide real time data to CFO’s and human resource executives giving them an entirely new client experience with faster results and more powerful insights. Each Vertical Fox co-founder brings nearly 25 years’ experience managing and running benefits consulting firms, participating on insurance carrier advisory boards and working closely with employers. This experience has enabled the Vertical Fox leadership team to develop and provide solutions to overcome critical deficiencies that have never been addressed within the benefits industry.

York International is one of the leading independent insurance brokers in the nation. Established in 1985, at the firm’s core is a deep connection to serving the needs of the New York real estate community. As we grew, our focus diversified into additional industries and the related areas of insurance and risk management. We have established significant employee benefit, high net worth personal and life insurance practices along side our broad commercial P&C expertise. Our high quality standards and commitment to professional development has been recognized by our industry peers. The Independent Insurance Agents and Brokers of America has named York as one of only a handful of firms to be awarded the distinction of being a Best Practices Agency for the past 10 years in a row. Every client routinely interacts with a shareholder of the firm on a daily basis; we believe this makes a difference in the quality of our client and insurer interactions. And, our commitment to remain an independent firm is vital to our success and is in alignment with the goals of our clients, colleagues, insurance markets and the community we serve.

FNA is a full service general agent and employee benefit consultant, currently providing a network of over 5,000 retail agents and brokers with comprehensive employer group insurance consulting, compliance, and billing/administrative services through their five affiliate divisions. Founded in 1974, FNA has 40 years of experience in assisting the Northeast broker community in analyzing their clients’ employee benefit needs and working with carriers to obtain the optimal health and specialty benefits plans available in the marketplace.

Founded in 1861, Foa & Son are international insurance brokers based in New York City. Foa & Son's Commercial Insurance Division, Private Insurance Advisory Service, Corporate Benefits Practice, Multinational Services Division, and Blue Water Hull Division, provide insurance solutions to some of the USA's, and the world's, most prestigious firms. Since 1861, five generations of Foas have led the firm to be responsive to the changing needs of our clients to assess exposures and manage risks. Every Practice at Foa & Son is headed by a Senior Account Executive with at least 25 years of insurance experience. Our local knowledge, national experience, and international capability continue the legacy of our founder, Fortunato Foa. Our expertise as an international broker began when Mario Foa moved the firm's insurance business from Genoa, Italy, via Switzerland, to New York in 1935. To this day, all of our US offices continue to work with insurance companies and intermediaries all over the world. Our in-depth knowledge and experience extends to all principal sectors including: luxury brands, real estate, hospitality, manufacturers, distributors, financial and professional service firms, not-for-profits, municipalities, educational institutions, and shipowners.

Whether you’re an employer, vendor, or broker looking to enhance your employee benefit programs and product offerings, PBS is here to help you turn conceptually-sound ideas into fully implemented solutions that add tangible value and unprecedented ROI. At PBS, each of our programs is uniquely positioned in the marketplace – particularly when they’re contrasted against traditional vendors with basic products. Our lineup includes: Pharmacy analytics and cost containment programs Financial wellness programs Student loan benefits Personalized action plans for protecting employee’s financial goals Financial coaching College planning services Employee loan programs Lifestyle benefit programs Employee purchase programs Employee communication Enrollment and Benefits technology Id theft protection The central focus of Preferred Benefit Solutions is to merge innovation with benefits. Our passion is to uncover new and existing companies that offer unique products and services that employers and brokers can derive tangible value and benefit. We are revolutionizing this industry from the inside out.

Epic Insurance Brokers & Consultants in Bridgeport, CT, operates as a robust and expansive office catering to the diverse needs of local and regional employers. This larger office stands out for its profound expertise in employer benefits, specializing in medical and ancillary coverage. Their adept team brings a wealth of experience, particularly in serving midsize and small employers. Distinguishing themselves in the architectural, engineering, and related services industries, Epic Insurance has successfully navigated the complexities of this sector, earning the trust of prominent clients like 626 Opco and Rotating Machinery Services. Notably, 626 Opco, a key player in the commercial and industrial machinery and equipment industry based in FL, entrusts Epic Insurance with the well-being of over 190 participants. Similarly, Rotating Machinery Services, an entity in the architectural, engineering, and related services industry based in PA, relies on Epic for the benefit coverage of their 90+ participants. As a vital part of a regional insurance broker firm, this office taps into a broader network, enhancing its ability to deliver tailored solutions. Whether working with large corporations or small enterprises, Epic Insurance Brokers & Consultants in Bridgeport stands out for its comprehensive approach, making them a valuable partner for employers seeking unparalleled benefits solutions.

Built on the principle of treating people the way we would want to be treated and never losing sight of the importance of relationships, Professional Group Plans has grown organically over the last two decades into the largest full service General Agency in the Tri-State Area. Specializing in employee benefits, we serve over 90,000 employer groups, with well over 600,000 covered lives and bill over $2,800,000,000 in premium sales per year. As large as we are, we pride ourselves on servicing each and every broker, and their clients, with the same prompt and courteous service. Our reputation for the way we conduct business, along with our size and scale, has allowed us the opportunity to develop close relationships with all of the major insurance carriers and leading industry vendors. This gives us the unique advantage of dedicated support and resources, which in turn gives our brokers, and their clients, faster turnaround times, exceptional customer service and access to cutting edge products. Headquartered in Hauppauge, New York, with other locations in Manhattan and New Jersey, we are staffed with nearly 100 employees that continue to provide the exceptional service we are known for throughout the industry. Our Mission: “To passionately deliver value to our broker partners by providing them with the expertise, education, support and resources they need to effectively service their clients and achieve success” Our Core Belief: “Treat people the way we would want to be treated and never lose sight of the importance of relationships”

Premier helps employers and brokers navigate the complex world of voluntary insurance products. With extensive experience within the insurance industry, Premier provides expertise in the areas of benefit selection, implementation, enrollment, and payroll administration. Premier Provides: Best-in-class carriers and products: Choose from the top carriers and products in the industry Tailored voluntary insurance packages: Packages are designed to work in coordination with your company’s unique goals and core benefits Simplified administration: Online billing as well as single or multi-slot deductions are available Commitment to service: Professional service before, during and after the enrollment

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

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.

Our 30+ years of experience give us the perspective we need to handle any issue. We’ve seen it all. We average savings of 20% - 50% per client per year We have over a 98% retention rate for the past 30 years. Benefits Evaluation Group is one of the most sought after companies to provide second opinions. We are the consultants’ consultant. Most of our relationships emanate from trusted advisors who are confident we will treat their valued clients like gold, or better yet, just like they would. Why should you trust Benefits Evaluation Group? Besides everything we have mentioned, there is one overriding reason. Unlike many brokers or reps who will try and sell you their particular product, we are 100% unbiased from a product standpoint. The only horse we have in this race… is you. So you can be extra assured that the solution we come up with is uncolored from any angle except that it performs for you. Period.