Personal and Corporate Benefit Planning

Weis & Associates Inc in Salem, OR, boasts a sizable office with a demonstrated track record of excellence in insurance brokerage. Specializing in employer benefits, the team exhibits notable proficiency in catering to the needs of both local and regional employers, particularly in the realms of medical and ancillary benefits. This larger office stands out for its hands-on experience in collaborating with midsize employers, showcasing a deep understanding of their unique requirements. Operating as part of a respected local brokerage firm, Weis & Associates Inc in Salem leverages its extensive expertise across various industries, including nonresidential building construction, veneer, plywood, and engineered wood product manufacturing, as well as highway, street, and bridge construction. The office's success is underscored by its impressive client portfolio, featuring renowned companies such as Emery & Sons Construction Group, a key player in nonresidential building construction with over 210 participants, and Freres Lumber Co, a leader in the veneer, plywood, and engineered wood product manufacturing industry with an extensive workforce of 330+ participants. Additionally, their proficiency extends to the heavy and civil engineering construction industry, where they cater to organizations with 190+ participants. Weis & Associates Inc in Salem, OR, is a reliable choice for employers seeking tailored insurance solutions backed by a wealth of local expertise and a strong focus on client satisfaction.

At DDI Benefits we’re agents for change, with an innovative, forward-looking approach to health and wellness benefits design. As a locally-owned employee benefits insurance firm, we know the landscape here, creating innovative customized employee benefits solutions to small and large companies, as well as individuals and families throughout the Northwest. We have the expertise and experience of a large company, with the personal service, flexibility and accessibility of an independent agency. And we have the resources to help ease the pain of employee benefits costs, allowing us to help our clients find the right plan, with the right features at the right price. At DDI, we have a commitment to service and dedication to our clients’ best interests that benefits not just our clients, but the people who work for them.

Founded in 1994, USI Insurance Services is one of the largest privately held insurance brokerage and consulting firms in the United States. USI, which stands for “Understand, Service, and Innovate,” delivers employee benefits, property and casualty, personal risk, program, and retirement solutions nationwide. We provide the individualized, high-touch service our clients deserve, backed by USI’s national network of resources and expertise.

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).

Reducing healthcare spending and improving benefit plan design through the power of market leverage. The Credit Union leader in employee benefits, insurance and risk management consulting. CU Benefits is an innovator in the development, delivery, and management of employee benefits plans that strengthen an organization's most valuable resource, it’s employees. With unparalleled experience in the Employee Benefits industry, the professionals at CU Benefits understand that the current status quo does not begin to offer the solutions necessary to make employee benefits plans more affordable or more effective. The options that are currently offered to employers ignore the fact that all organizations have their own specific needs and challenges. When it comes to developing a benefit plan that can make a difference in the health and productivity of its organization, CU Benefit’s expertise is invaluable. Representing organizations across the country, CU Benefits has set a high standard for providing opportunities to transform the one dimensional paradigm of employee benefit plans.

Montgomery & Graham Property & Casualty, LLC is a trusted insurance broker located in Lake Oswego, Oregon. With a comprehensive range of services, they cater to clients across Oregon and Washington. While some customers have expressed lower satisfaction, this office provides a valuable example of their capabilities through their collaboration with United Employers Association (UEA), a notable employer in the iron and steel mills and ferroalloy manufacturing industry. Montgomery & Graham Property & Casualty, LLC worked closely with UEA's HR and finance team to develop a tailored self-funding arrangement and HMO plan that addressed the unique needs of their 0 member employers. As a local insurance consultant, Montgomery & Graham Property & Casualty, LLC has established a strong presence in the market, serving large, midsize, and small employers alike. They have earned one of the highest M Scores achievable, reflecting their extensive expertise and experience across various client sizes, industries, and products. Their notable proficiency lies in architectural, engineering, and related services, wood product manufacturing, as well as the healthcare and social assistance sectors. Montgomery & Graham Property & Casualty, LLC excels in working with self-funded employers, employing their deep understanding of clients' requirements. Additionally, they possess valuable expertise in collaborating with PPOs to ensure the provision of optimal member solutions. Their knowledge extends to partnering with pharmacy benefit managers (PBMs) and other specific pharmacy providers, further enhancing their ability to address the diverse needs of their clients. While evaluating potential partners, it is essential to consider the feedback from customers who have expressed concerns. However, the successful partnership between Montgomery & Graham Property & Casualty, LLC and United Employers Association (UEA) demonstrates their dedication to tailoring insurance solutions to meet the unique requirements of their clients.

Pacific Advisors' Portland, OR office stands as a seasoned player in the insurance brokerage landscape, backed by a wealth of experience catering to a diverse clientele. Specializing in serving self-funded clients, this office prides itself on offering comprehensive support to local and regional employers. Their expertise extends across a spectrum of industries, including miscellaneous durable goods merchant wholesalers, automobile dealers, and motor vehicle parts manufacturing. Noteworthy among their success stories are partnerships with industry leaders such as Isspro, a key player in the motor vehicle parts manufacturing sector with over 90 participants, and Lithia Motors, a giant in the automobile dealers industry boasting 13,220+ participants. Foundation Fitness, a prominent player in miscellaneous durable goods merchant wholesalers based in WA, also benefits from their tailored services with a participant count exceeding 90. As part of a regional insurance broker firm, this Pacific Advisors location is seamlessly integrated into a broader network, enhancing their ability to provide tailored solutions. What sets them apart is their demonstrated proficiency in working with small employers, showcasing a commitment to understanding and meeting the unique needs of businesses of varying sizes. In evaluating this office, employers can expect a partner well-versed in the intricacies of diverse industries and dedicated to crafting bespoke insurance solutions.

Serving the Northwest Since 1933. Family owned and operated! Top Insurance broker serving Oregon and Washington. We offer all lines of insurance - Business, Personal (Home, Auto, Boat, Motorcycle, Umbrella), Employee Benefits, Life and Health.