HLU Consultants, Inc. provides insights into employer health plans that lead to strategic discoveries and solutions. Whether the issue is compliance, high hospital and Rx claims, provider access, chronic disease management, benefit design or plan management, HLU delivers positive, sustainable and transparent change. HLU Consultants, Inc. uses proven strategies vetted by healthrosetta.org, a leading health plan advisor organization established by leading experts in health care delivery, technology, compliance and insurance. We invite you to join our online employer community where you can learn more about our proven strategies used across the country. Contact Mark Gall, for more information or to join our online employer community. Direct Dial | 513-559-7502 Email | [email protected] LinkedIn | https://www.linkedin.com/in/mark-gall-67721610/

For over 70 years, Phelan Insurance Agency, Inc. has been providing personalized Insurance and Risk Management solutions for businesses and individuals. We proudly serve our clients from Ohio and across the Midwest. At Phelan Insurance, we are proud to represent the highest quality insurance providers to protect our clients'​ needs. Our specialties include commercial and personal insurance policies, risk management, employee benefits, and consultations. Our top priority is providing superior service to our clients that cannot be matched by any other insurance agency. Contact one of our trusted risk advisers today so they can offer protection to put your mind at ease!

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement & wealth, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With over 15,000+ colleagues and 300+ 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 $5 billion in annualized revenue, making it one of the largest brokerage operations in North America.

CAI Insurance Agency, Inc., operating out of Cincinnati, OH, distinguishes itself as a sizable and influential player in the local and regional insurance brokerage market. Specializing in employer benefits, CAI Insurance boasts a robust portfolio of services geared towards midsize employers, demonstrating particular proficiency in tailoring medical and ancillary benefits to diverse industry needs. Their client roster is a testament to their versatility and expertise. Notable among their top clients is Aed Enterprises, a prominent name in Ohio's restaurant and eating places industry, where CAI Insurance manages benefits for over 230 participants. Similarly, their skillful handling of benefits for Bbi Logistics, a key player in the freight transportation arrangement sector with more than 190 participants, showcases their adeptness in industries with complex insurance requirements. Another feather in their cap is their successful partnership with Pure Romance in the retail trade industry, managing benefits for around 90 participants, which underlines their capability in adapting to the varied demands of different commercial sectors. The breadth of their expertise is further highlighted by their proficiency across industries such as depository credit intermediation and retail trade. As a local brokerage firm, CAI Insurance maintains a deep understanding of the regional landscape, enabling them to offer highly customized solutions that resonate with the specific needs and challenges of Ohio-based businesses. This office of CAI Insurance Agency, Inc. stands out for its focused approach towards midsize employers, ensuring that each client receives tailored, industry-specific solutions that not only meet but exceed their expectations in managing employee benefits. Their ability to blend local insights with wide-ranging industry expertise makes them a notable choice for businesses seeking comprehensive and specialized insurance brokerage services.

Your family, your business and your possessions are all important to you, but you may not know how to best protect them. We have the experience to navigate the unique risks you face, serving as your insurance professional. We are independent agents in Baldwinsville, New York, free to choose the best carrier for your insurance needs. We do not work for an insurance company; we work for you. We work on your side when you have a loss and follow through to see that you get fair, prompt payment and service. Horan Companies represents a carefully selected group of financially strong, reputable insurance companies. Therefore, we are able to offer you the best coverage at the most competitive price.

Patriot is a national agency specializing in Employee Benefits, Property & Casualty and Personal insurance solutions. Backed by growth equity investors GI Partners and Summit Partners, Patriot is among the fastest-growing insurance services firms in the United States.

Hauser is a full‐service risk management, employee benefits and insurance solutions partner. We provide value‐added support, resources and expertise to clients and prospects with a specialized focus on the needs of private equity firms, their portfolio companies and target acquisitions. Our consultative approach consists of core competencies in insurance and employee benefits due diligence, transactional support, risk management and insurance brokerage. Hauser appreciates the importance of protecting your investments, while maximizing the value of insurance coverage at every level. We have significant experience working with all transaction structures including: - Control buyout - Recapitalizations - Minority investments - Growth equity - Mezzanine debt, and - Special situations such as corporate carve‐out assets and distressed/bankrupt entities In an effort to create value on behalf of a private equity firm and their portfolio companies, Hauser has assembled dedicated, highly experienced teams of insurance and employee benefits professionals that understand the unique complexities and specific demands that can arise during a merger or acquisition transaction. We serve as subject matter experts providing consulting resources throughout every stage of the investment, from due diligence through exit.

Scheller Bradford Group's Cincinnati, OH office stands as a formidable player in the insurance brokerage landscape. With a robust presence in the region, this larger office has honed its expertise in serving a diverse clientele, showcasing a proven track record with both midsize and small employers. As a local brokerage firm, they bring a personalized touch to their services, ensuring a deep understanding of the unique needs of businesses in the area. One of their key strengths lies in their adept handling of self-funded clients, providing invaluable support to local and regional employers. This proficiency is exemplified in their successful partnerships with esteemed organizations such as Beechmont Investments in the automobile dealers industry, boasting over 180 participants, Cincinnati USA Regional Chamber in the religious, grantmaking, civic, professional, and similar organizations sector, with 100+ participants, and Clark Schaefer Hackett & Co in the accounting, tax preparation, bookkeeping, and payroll services domain, boasting 190+ participants. Their wide-ranging expertise spans across various industries, including religious, grantmaking, civic, professional, and similar organizations, offices of physicians, as well as accounting, tax preparation, bookkeeping, and payroll services. This comprehensive knowledge positions them as a go-to partner for businesses seeking tailored insurance solutions. With a demonstrated commitment to client success and a deep understanding of the local business landscape, Scheller Bradford Group's Cincinnati office is poised to deliver exceptional value to employer benefit buyers.

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement & wealth, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With over 15,000+ colleagues and 300+ 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 $5 billion in annualized revenue, making it one of the largest brokerage operations in North America.

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 10,500 industry-leading professionals across approximately 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.

McGohan Brabender is an independent, forward-thinking leader in the health benefits arena. We started 48 years ago as a traditional broker and have reinvented ourselves to meet today's challenges with innovative solutions. Our proven strategy gives businesses control over escalating claims costs, and reverses the epidemic spread of chronic disease in the workplace. We proudly maintain our independence, even as we expand our national presence. That empowers each one of us to quickly respond to changes in the marketplace and make decisions that best serve our clients. Navigating the health-care landscape can be complicated. We simplify it.