Helping Credit Unions add P/C Insurance products to their member offering.

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.

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.

Who do you trust with medical, dental, disability, life and retirement programs for your employees? Since 1979, Guzzetta Benefit Services (GBS) has helped small and middle-market companies provide full-service benefit plans that help employees plan for the future. As your trusted partner in insurance and benefits, we help you manage and expand employee benefit programs as your company grows. At GBS, customer satisfaction is our top goal. That’s why hundreds of companies have trusted us with their benefits planning needs for more than 40 years.

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.

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

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.

Darin Potts Insurance Brokerage, located in Houston, TX, stands out as a prominent office within a local brokerage firm, catering to both small and midsize employers with a focus on personalized solutions. This larger office has carved out a niche in handling self-funded clients, showcasing their adaptability and expertise in tailoring insurance solutions to specific business needs. The firm's proficiency is particularly notable in industries such as building material and supplies dealers, nursing and residential care facilities, and general freight trucking, where they have developed a deep understanding of the unique challenges and requirements. Their client portfolio boasts significant relationships with industry leaders, including Concord Healthcare Group in the nursing and residential care facilities sector, which has over 180 participants. Additionally, they have a strong presence in the general freight trucking industry, exemplified by their work with Custom Commodities, which encompasses 170 participants. Englobal Us, a key player in the architectural, engineering, and related services industry with 70 participants, further highlights the brokerage's versatility and capability in managing diverse insurance needs. Darin Potts Insurance Brokerage's success stems from its ability to support local and regional employers with tailored, industry-specific insurance solutions. Their office in Houston not only reflects their commitment to serving a wide range of industries but also their dedication to understanding and addressing the nuanced insurance needs of each client, whether they are a small business or a midsize enterprise. This approach ensures a level of service and expertise that is both comprehensive and deeply attuned to the individual needs of their clients.

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.