Healthgram is a privately-held, diversified healthcare company based in Charlotte, North Carolina. Our story began decades ago designing custom healthcare plans that connected large, self-funded employers with local health systems. Since then, we have continued to create and evolve to stay ahead in an ever-changing industry. Although we continue to grow and change, our mission remains the same: To improve the well-being of companies and their employees. We at Healthgram are committed to creating a smarter and more human healthcare experience for the workforces of today and tomorrow.

Mbl Advisors, situated in the heart of Charlotte, NC, stands as a prominent insurance broker renowned for its exceptional expertise in catering to the needs of local and regional employers. Specializing in medical and ancillary benefits, this office has solidified its reputation as a trusted partner in the complex landscape of employer benefits. One notable feather in their cap is their successful collaboration with Augusta National, an illustrious entity in the amusement and recreation industries based in GA. Mbl Advisors has played a pivotal role in providing comprehensive insurance solutions for Augusta National, boasting a participant base of over 650 individuals. This accomplishment reflects Mbl Advisors' ability to navigate and excel in high-stakes industries, showcasing their proficiency in tailoring insurance packages to meet the diverse needs of clients. Operating as part of a local brokerage firm, Mbl Advisors brings a unique blend of localized insights and industry-wide expertise to the table. This synergy enables them to deliver tailored solutions that align seamlessly with the goals and requirements of their clients. With a commitment to excellence and a track record of serving top-tier customers, Mbl Advisors in Charlotte, NC, emerges as a strategic ally for employers seeking comprehensive and customized benefits solutions.

Since 1986, brokers have turned to us for the tools to help them prosper in a dynamic marketplace. With a management team that has more than 100 years of combined experience, Benefit Solutions has earned a reputation for meeting today’s needs and anticipating tomorrow’s challenges. Our insurance brokers turn to us for federal, state and insurance carrier compliance, rate analysis, and customer service support. Our independent agents and brokers do not represent an insurance company... they represent the client. They have the freedom to choose among a variety of plans from an array of highly rated companies like Horizon Blue Cross Blue Shield, Aetna , Amerihealth , Cigna , Health Net, and Oxford. As a full-service general agency offering group and individual products in New Jersey, New York, Pennsylvania, and Florida. Benefit Solutions can provide expert advice on the plan best suited to your client’s needs. The President, Gary V. Cupo, CLU, ChFC, has had a distinguished 35-year career in which he has served as industry spokesperson for critical health care issues in Trenton and Washington. His in-depth knowledge and innovative approaches have enabled Benefit Solutions to emerge as a leader in its field. He is recognized as one of New Jersey’s foremost authorities on health benefits. Governor appointed to a second term as a health insurance producer representative on the New Jersey Small Employer Health Benefits Program Board of Directors. His career has also included serving as state president of the New Jersey Association of Health Underwriters. In the 1990s, Gary spearheaded the association’s efforts to address the needs of brokers during the health care debates in Trenton and Washington. For his efforts, he received the National Merit Award and the American Enterprise Award from the National Association of Health Underwriters.

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).

USI is one of the largest insurance brokerage and consulting firms in the world, delivering property and casualty, employee benefits, personal risk, program and retirement solutions to large risk management clients, middle market companies, smaller firms and individuals. Headquartered in Valhalla, New York, USI connects over 10,000 industry-leading professionals across more than 200 offices to serve clients’ local, national and international needs. USI has become a premier insurance brokerage and consulting firm by leveraging the USI ONE Advantage®, an interactive platform that integrates proprietary and innovative client solutions, networked local resources and enterprise-wide collaboration to deliver customized results with positive, bottom-line impact. USI attracts best-in-class industry talent with a long history of deep and continuing investment in our local communities. For more information, visit usi.com.

What makes Lockton stand apart is also what makes us better: independence. Lockton's private ownership empowers its 10,000+ Associates doing business in over 125 countries to focus solely on clients' risk and insurance needs. With expertise that reaches around the globe, Lockton delivers the deep understanding needed to accomplish remarkable results. For 14 consecutive years, Business Insurance magazine has recognized Lockton as a "Best Place to Work in Insurance." Lockton was named among the 2022 Best Managed Companies by Deloitte and the Wall Street Journal, a program that recognizes excellence and honors private companies for their strategy, execution, culture, and financials.

Aon provides health insurance, voluntary benefits and other services for all sizes of employers . A comprehensive employee benefits plan is a important part of a payment package for employers. Aon has an M Score of 5, which is the highest M Score possible based on wide experience with business clients and positive customer feedback. Aon has been providing risk management, insurance and reinsurance brokerage, human resources solutions, retirement services, investment products, and wealth management advice for more than 50 years.

Wilson Bank & Trust's Charlotte, NC office stands out as a prominent hub within the larger network, offering comprehensive insurance broker services. Boasting significant experience with a diverse client base, this office is particularly adept at catering to the needs of midsize and small employers alike. Their impressive track record includes successful collaborations with notable businesses such as Eventus Wholehealth Pllc, a leader in home health care services with over 230 participants, Auburn National Bancorporation, a key player in depository credit intermediation with 140+ participants, and B & B Electrical & Utility Contractors, a major force in the building equipment contractors industry with a substantial 820+ participants. This office is well-versed in supporting self-funded clients and extends its expertise across various industries, including personal care services, educational services, and cement and concrete product manufacturing. As part of a regional insurance broker firm, they bring a wealth of knowledge to the table, ensuring tailored solutions for local and regional employers. Their proficiency in navigating the complexities of employer benefits makes them a reliable partner for businesses seeking comprehensive coverage and personalized service in the vibrant economic landscape of Charlotte, NC.