MARSH MCLENNAN AGENCY - CHARLOTTE, NC

Charlotte, North Carolina

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With over 8,000 colleagues and 160 offices across the United States and Canada, MMA combines the personalized service model of a local consultant with the global resources and expertise of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC). MMA generates more than $2 billion in annualized revenue, making it one of the largest brokerage operations in North America

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THE HILB GROUP - WINSTON, NC

Winston-Salem, North Carolina

The Hilb Group's Winston, NC office stands as a reliable insurance broker, offering tailored solutions for employer benefits with a focus on both local and regional businesses. With substantial experience working with self-funded clients, this office has proven expertise in supporting the nuanced needs of employers in the Winston area. Their success stories include collaborations with notable clients such as Allegacy Federal Credit Union in the depository credit intermediation industry, Caldwell Hospice and Palliative Care DBA Amorem in the offices of health practitioners sector, and Carolina Carports in the building material and supplies dealers industry. Managing benefits for over 310, 120, and 100+ participants, respectively, in these diverse industries underscores The Hilb Group's ability to customize programs that align with the unique demands of each sector. The office's broad expertise extends across depository credit intermediation and building material and supplies dealers industries, showcasing their versatility in tailoring solutions. As part of a regional insurance broker firm, The Hilb Group in Winston combines local insight with the strength of a larger organization, offering employers strategic guidance and tailored solutions. With demonstrated experience in serving midsize employers, this office is a trustworthy partner for businesses seeking effective and personalized employer benefit solutions.

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LIBERTY COMPANY INSURANCE BROKERS - CHARLOTTE, NC

Davidson, North Carolina

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BENEFIT SOLUTIONS - HICKORY, NC

Morganton, North Carolina

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.

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GASTON GAGE JR - CHARLOTTE, NC

Charlotte, North Carolina

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.

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JUSTICE-CREWS INSURANCE AGENCY - CHARLOTTE, NC

Cherryville, North Carolina

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MOUNTCASTLE INSURANCE - WINSTON, NC

Winston-Salem, North Carolina

Mountcastle Insurance, located in Winston, NC, is a distinguished insurance broker with a proven track record in serving the needs of employers in the region. With a focus on catering to both local and regional employers, Mountcastle Insurance has amassed valuable experience in handling self-funded clients. Their expertise extends across various industries, with a particularly strong presence in motor vehicle body and trailer manufacturing, as well as furniture and related product manufacturing. Notably, Mountcastle Insurance has successfully supported midsize employers, showcasing their understanding of the unique challenges and requirements of this business segment. As part of a local brokerage firm, they bring a personalized touch to their services, ensuring that each client receives tailored solutions to meet their specific needs. The broker's client portfolio includes reputable companies such as Bartimaeus By Design, a key player in the furniture and related product manufacturing industry, G & W Equipment in the commercial and industrial machinery and equipment sector, and Industrial Performance Group in motor vehicle body and trailer manufacturing. These partnerships underscore Mountcastle Insurance's ability to deliver effective and reliable solutions to employers of varying sizes and industries, making them a trusted choice for employers seeking comprehensive and specialized insurance services in Winston, NC.

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IBSI - WINSTON, NC

Winston-Salem, North Carolina

IBSI is a leading regional insurance consultant with an office situated in Winston Salem, North Carolina. With an extensive portfolio of clients, they cater to large, midsize, and small employers across various industries. Renowned for their expertise in working with self-funded clients, IBSI offers invaluable insights and solutions to meet their specific needs. Their strong experience in collaborating with clients and Preferred Provider Organizations (PPOs) ensures optimal member satisfaction. Additionally, they possess in-depth knowledge of Pharmacy Benefit Managers (PBMs) and other specialized pharmacy providers, enabling them to deliver comprehensive coverage. The Winston Salem office of IBSI exemplifies their exceptional capabilities through their partnership with Direct ChassisLink, Inc., a prominent 350-member employer. By closely collaborating with the HR and finance teams, IBSI successfully established a tailored self-funding arrangement, HMO plan, PPO plan, PBM, and drug plan to meet the unique requirements of Direct ChassisLink's members. With their outstanding track record and wide-ranging expertise, IBSI is recognized as one of the top brokerages in the competitive Winston Salem, NC market. Their exceptional M Scores, a measure of proficiency, reflect their vast experience and ability to navigate diverse client sizes, industries, and insurance products. IBSI specializes in serving clients across North Carolina, South Carolina, New Jersey, Wisconsin, and Texas. Among their notable clients are Ashe Memorial Hospital, Berkeley Electric Cooperative, Bethany Medical at Lindsay Street, and Cannon School. IBSI's comprehensive knowledge extends to industries such as depository credit intermediation and miscellaneous manufacturing, further enhancing their ability to provide tailored insurance solutions to a diverse clientele.

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HILB GROUP SOUTHEAST

Charlotte, North Carolina

Founded in 2009, Hilb Group offers expertise in property & casualty, employee benefits, and retirement services to business and individuals throughout the nation. This company is committed to your future success, and will work closely with you to develop custom solutions that proactively address your evolving needs, whether you want to protect your assets, keep your employees healthy or optimize your financial position. Partners Together - Endless Possibilities

BENEFIT TECHNOLOGY RESOURCES - CHARLOTTE, NC

Charlotte, North Carolina

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.

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