John L Wortham & Son Lp is a renowned regional insurance broker with an office located in Dallas, Texas. With a wide range of experience and expertise, they provide exceptional services to clients across various industries and client sizes. This particular office caters to clients in Connecticut and Michigan, with notable employer clients including Shell Oil Company, Joy Holdings, Ltd., Dx Service Company Inc, and Enven Energy Ventures LLC. One notable achievement of this office is their collaboration with Shell Oil Company, a prominent employer in the petroleum and coal products manufacturing industry. John L Wortham & Son Lp worked closely with Shell Oil Company's HR and finance team to develop a comprehensive insurance solution tailored to their 12,910 employees' unique needs. This included setting up a self-funding arrangement, HMO plan, PPO plan, PBM, and drug plan. The expertise of John L Wortham & Son Lp extends to various industries such as petroleum and coal products manufacturing, oil and gas extraction, and management of companies and enterprises. They have a good M Score, indicating their extensive experience and proficiency in serving clients of different sizes and industries. Furthermore, the office has demonstrated a strong track record of working with self-funded employers and collaborating with PPOs to ensure that member needs are met effectively. They also possess significant experience working with pharmacy benefit managers (PBMs) and other specific pharmacy providers, highlighting their comprehensive understanding of pharmaceutical needs in the insurance industry. With their commitment to excellence and tailored solutions, John L Wortham & Son Lp's Dallas office is a trusted partner for employers seeking reliable insurance brokerage services in Connecticut and Michigan.

Founded in 1933, Stephens is a family of privately-held, independent financial services firms focused on building value for companies, state and local governments, institutions and high-net-worth investors. We are headquartered in Little Rock, Arkansas, with offices in leading cities across the country and overseas. Since our founding, Stephens has pursued an independent course. We’ve built our firm on long-term relationships and enduring values, establishing an international reputation for vision, integrity and innovation. Free from herd mentality, short-term thinking and quarter-to-quarter imperatives, we’ve always stayed focused on the people who matter most: our clients. As investors and business owners ourselves, we have a unique perspective on the world. We understand the needs and concerns of individual investors, industry leaders and public interest stewards. Because we sit on the same side of the table as our clients, we are able to understand their goals and help build their future in partnership. © 2025 Stephens Inc. | Member NYSE, SIPC Disclosures: https://stephens.com/social-media http://www.stephens.com/

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.

Dean & Draper provides commercial or personal insurance programs, as well as employee benefits.

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.

When we meet with small and middle market companies they tell us that they frustrated with rising health insurance premiums, their employees are dissatisfied because of higher and higher deductibles, co-pays and out of pocket expenses but the insurance industry doesn’t offer them any new choices. Even more interesting is that very few of these companies have a plan for changing this situation and wait for their advisor to deliver their renewal and hope that things improve. Advantage Benefit Solutions works with companies like this and develops a 3 year plan designed to break them from this “Plan Trap”. It is possible to have high employee satisfaction through employee engagement and education. There are two sides to every coin, price on one side and value on the other. Our process is designed to utilize tools and maximize their value through employee engagement and education. Our process is the third side of the coin, the edge, or value creator.

Located in the vibrant business hub of Houston, Texas, Healthquote Pro distinguishes itself as a premier insurance broker specializing in employer benefits. With a seasoned team of experts, this office excels in providing comprehensive solutions for medical and ancillary benefits tailored to the unique needs of local and regional employers. One notable feather in their cap is their proficient handling of midsize employers, showcasing a track record of adeptly navigating the intricate landscape of benefits administration for companies of varying sizes. This adeptness is exemplified in their successful partnership with Archer Systems, a prominent player in the legal services industry based in Texas, boasting over 330 participants. Healthquote Pro's influence extends beyond mere transactional interactions; they are an integral part of a local brokerage firm, emphasizing their commitment to the community and fostering strong, enduring relationships. Their wealth of experience within the legal services sector is particularly noteworthy, as evidenced by their tailored solutions for Archer Systems and their broader expertise across legal services industries. In the dynamic realm of employer benefits, Healthquote Pro's Houston office emerges as a reliable ally, combining local insight, regional prowess, and a dedicated focus on medical and ancillary benefits to empower businesses and enhance the well-being of their employees.

Crystal & Company is the home for talented insurance professionals: creative, committed to their clients and driven to deliver extraordinary results. The company drives the strategy and execution behind insurance and employee benefits programs for businesses that want to be smart about risk. Crystal was recently acquired by Alliant Insurance Services, one of the nation’s largest specialty insurance brokerage firms. To learn more about Alliant, please visit: www.alliant.com.

Partners Together - Endless Possibilities Hilb Group provides the resources of a big insurance broker and the attentive, personal service of a small agency. Our people are our greatest strength. Our values of trust, passion, integrity and growth drive our actions to benefit every client. Managing Risk Your risk profile doesn’t matter – Hilb paints a very wide portrait. We have more than 30 industry specialties, which gives our clients and brokers a unique advantage. We form enduring partnerships to get the best results every time, and work with the top insurers to provide a huge range of high-quality choices, matched exactly to your needs. About Hilb Group Founded in 2009, Hilb Group is a Top 25 middle market independent insurance broker. Hilb Group offers expertise in property & casualty, employee benefits, and retirement services to business and individuals throughout the nation.

In a competitive labor market, offering comprehensive employee benefits is not just an option — it’s a necessity. We provide tailored benefits packages that rival the ones offered by Fortune 500 companies, providing a seamless, online benefits administration and boosting your employees’ performance and well-being. Paychex Agency's Unique Value Proposition includes: Integrated Services - Payroll companies often bundle insurance offerings (like workers' compensation or health insurance) with their payroll and HR services, simplifying processes and reducing administrative tasks; Premiums can be seamlessly calculated and deducted based on payroll data, ensuring accurate and timely payments. Real-Time Adjustments - Workers' compensation premiums can be adjusted automatically as payroll changes, reducing the risk of overpayments or underpayments; Avoidance of large year-end premium audits since adjustments are handled in real-time. Compliance Support - Payroll companies stay up to date with labor laws and regulations, helping businesses remain compliant with insurance-related requirements, such as workers’ comp laws, cobra, model notices, and ACA reporting. Streamlined Reporting - Access to consolidated reports covering payroll, insurance, and related data, making it easier for businesses to manage records and meet reporting requirements. Ease of Onboarding - New employees can be easily enrolled in insurance plans as part of the payroll setup process, reducing paperwork and delays.

Capital Financial Group Inc, located in Houston, Texas, stands out as a local brokerage firm with specialized expertise in serving local and regional employers, particularly in the medical and ancillary benefits arena. Their proficiency is notably pronounced in catering to industries such as machinery, equipment, and supplies merchant wholesalers, a sector where they have demonstrated considerable success. One of their prominent clients, Donovan Marine, exemplifies Capital Financial Group Inc's ability to manage complex benefit needs. Operating in the machinery, equipment, and supplies merchant wholesalers industry, Donovan Marine, based in Louisiana, has entrusted Capital Financial Group Inc with the benefits administration for over 480 participants. This partnership highlights the broker's capacity to handle large-scale accounts while maintaining a focus on industry-specific requirements. The firm's in-depth understanding of the unique challenges and opportunities within the machinery, equipment, and supplies merchant wholesalers industry has allowed them to offer tailored solutions that resonate with the specific needs of businesses in this sector. This specialization not only enhances their service delivery but also positions them as a go-to expert for employers seeking comprehensive benefits solutions in this niche. Capital Financial Group Inc's blend of local market insights, industry-specific expertise, and a track record of managing significant accounts like Donovan Marine's, makes them a compelling choice for employers in Houston and the surrounding regions looking for dedicated and knowledgeable benefits partners.

Gallagher, a global insurance brokerage, risk management, and consulting firm, serves communities around the globe, helping clients address risk, protecting assets, and recovering from losses. The products and services we provide keep businesses and institutions running, and enable individuals and families to face their future with confidence. Gallagher provides retail and wholesale property and casualty brokerage, alternative risk transfer services, employee benefit consulting, and actuarial services. Gallagher also offers claims and information management, risk control consulting and appraisal services, human resource consulting, and retirement services. Follow us on social: Instagram: http://instagram.com/gallagherglobal Facebook: http://www.facebook.com/GallagherGlobal Twitter: https://twitter.com/GallagherGlobal YouTube: https://www.youtube.com/GallagherGlobal