Gaston H. Gage Jr.'s Charlotte, NC office is a trusted insurance broker, excelling in providing expert services to local and regional employers, specializing in comprehensive medical and ancillary benefits. With a dedicated focus on employer benefits, they bring valuable expertise to the table. This office has a proven track record of catering to various industries, showcasing particular strength in serving companies like Marsh Furniture Company. A prominent player in the veneer, plywood, and engineered wood product manufacturing sector in NC, Marsh Furniture Company relies on Gaston H. Gage Jr. to manage benefits for their 150+ participants. Similarly, Monroe Hardware Company, operating in the hardware, plumbing, and heating equipment and supplies merchant wholesalers industry, benefits from Gaston H. Gage Jr.'s services for their 80+ participants. Gaston H. Gage Jr.'s team exhibits in-depth knowledge across diverse industries, including hardware and plumbing, heating equipment, and supplies merchant wholesalers. As part of a local brokerage firm, they offer a personalized and community-centric approach to insurance solutions, ensuring that each client's unique needs are met with precision and care.

Benefit Technology Resources is a reputable regional insurance broker, located in Charlotte, North Carolina. With a focus on serving large and midsize employers, Benefit Technology Resources has garnered an excellent reputation for its exceptional service and extensive expertise in the insurance industry. One notable example of their success is their collaboration with Data Tech Systems LLC, a prominent employer in the computing infrastructure providers, data processing, web hosting, and related services industry. Working closely with the HR and finance team at Data Tech Systems, Benefit Technology Resources developed a customized Preferred Provider Organization (PPO) plan, as well as a comprehensive pharmacy benefit management (PBM) and drug plan tailored to meet the unique needs of their 90 members. Benefit Technology Resources has established itself as a leader in working with self-funded employers and partnering with various pharmacy benefit management providers. This expertise allows them to provide valuable insights and solutions to clients seeking efficient and cost-effective insurance options. With an extensive client portfolio, Benefit Technology Resources serves companies such as MacAljon, Inc., Regional Enterprises Inc, Data Tech Systems LLC, and HTx Services, LLC, among others. This office location in Charlotte caters to clients throughout Wisconsin, demonstrating their commitment to providing insurance solutions to a wide range of businesses in different locations. Benefit Technology Resources boasts a strong M Score, reflecting their broad experience and expertise across various industries and client sizes. Their deep knowledge of computing infrastructure providers, data processing, web hosting, computer systems design, and activities related to credit intermediation industries positions them as a reliable partner for companies seeking comprehensive insurance coverage. Clients can trust Benefit Technology Resources to navigate the complexities of the insurance landscape and provide them with tailored solutions that align with their unique requirements, resulting in enhanced employee benefits and peace of mind.

iBTR's Charlotte, NC office stands as a formidable player in the insurance brokerage landscape, boasting an expansive and dynamic operation. Nestled within a sizable office space, this branch is a powerhouse of expertise with a keen focus on catering to a diverse array of clients. With a rich history of serving self-funded clients, iBTR Charlotte is a go-to resource for in-depth insights into stop loss and limits. Their proficiency extends to unraveling the complexities of pharmacy costs, offering invaluable guidance on HR consulting. The office's client portfolio reads like a who's who of industries, including Aalberts Integrated Piping Systems Americas in machine shops, turned product manufacturing, and screw, nut, and bolt manufacturing with over 740 participants. Noteworthy clients like Best Services Group in general freight trucking (490+ participants) and D & L Appliance Parts Company in hardware, plumbing, and heating equipment and supplies wholesaling (80+ participants) underscore iBTR's versatility. The office showcases prowess across diverse sectors such as general freight trucking, nursing and residential care facilities, and furniture and related product manufacturing. Aligned with a regional insurance broker firm, iBTR Charlotte is adept at catering to the unique needs of midsize, large, and small employers. Their extensive experience across these employer categories positions them as a reliable partner for businesses seeking comprehensive insurance solutions.

BURCHFIELD INSURANCE GROUP is an employee benefits firm based out of 60 Union Street South, Concord, North Carolina.

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Corporate Benefit Advisors, located in Charlotte, NC, stands out as a prominent insurance broker, particularly adept at catering to the diverse needs of midsize employers. As a larger office within a local brokerage firm, they have established themselves as experts in several key industries, showcasing their versatility and depth of knowledge. Their proficiency is particularly notable in the realm of self-funded clients, an area where they have garnered significant experience. This expertise is a crucial asset for local and regional employers seeking tailored insurance solutions that align with their specific business models and workforce needs. One of the strengths of this Charlotte office is its demonstrated ability to work effectively with a range of industries. They have shown great expertise in depository credit intermediation, offices of dentists, and services to buildings and dwellings. This breadth of experience underlines their capacity to understand and address the unique challenges and requirements of different sectors. Notably, Corporate Benefit Advisors has a track record of successful partnerships with top customers. This includes collaboration with Beverly Knits in the apparel knitting mills industry, Bruce Terminix Company in services to buildings and dwellings, and Gsm Services in the building equipment contractors industry. Each of these partnerships, involving 220+ and 130+ participants respectively, highlights their ability to manage substantial and complex client needs effectively. Overall, the Charlotte office of Corporate Benefit Advisors exemplifies a blend of extensive experience, industry-specific expertise, and a commitment to serving midsize employers with customized insurance solutions. Their proven track record with notable clients in various industries positions them as a reliable and competent choice for employer benefits buyers.

Armsfield Harrison & Thomas, situated in the dynamic hub of Charlotte, NC, stands out as a significant branch of a regional insurance brokerage firm. This office, notably larger than many of its counterparts, has carved a niche in serving both midsize and large employers with remarkable proficiency. Their team is well-versed in navigating the complex needs of self-funded clients, offering tailored solutions that cater to both local and regional businesses. A testament to their expertise is their diverse clientele spanning various industries. Notable among these is Amperity, a prominent player in the management, scientific, and technical consulting services sector, based in Washington. With over 580 participants, Amperity relies on the strategic guidance of Armsfield Harrison & Thomas for its insurance needs. Similarly, Engineering Research & Consulting, an influential firm in the architectural, engineering, and related services industry from Alabama, entrusts its insurance requirements for over 1160 participants to this office. Another key client is Geneva Trading USA from Illinois, operating in the securities and commodity contracts intermediation and brokerage industry, with 90+ participants under its belt. Armsfield Harrison & Thomas’s prowess is not limited to client diversity; they have shown exceptional skill in sectors like information and activities related to credit intermediation. Their team's ability to understand and adapt to industry-specific challenges makes them a valuable ally for employers seeking comprehensive insurance solutions. This office’s blend of regional insights and broad industry experience positions them as a reliable choice for businesses aiming to navigate the complex landscape of employer benefits.

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