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

Based in Orlando, Florida, AssuredPartners stands as a global frontrunner in the insurance brokerage landscape, with special expertise in industry-specific insurance solutions for both businesses and consumers. We offer a comprehensive range of services, including commercial insurance, risk management, and employee benefits. As strategic advisors in the insurance domain, our unparalleled expertise empowers us to deliver tailor-made solutions designed to meet the unique needs of our clients. With a team of over 10,000 professionals, we serve clients from strategically located offices across North America, England, Ireland, Belgium, and Scotland. Committed to building strong, long-lasting relationships, we foster an environment of trust, transparency, and mutual respect with our partners. This ethos is encapsulated in our guiding principle: Power through Partnership. For further information, please visit www.assuredpartners.com.

Advanced Insurance Services is an insurance broking agency serving across the country for the last 15 years. We are an independent agency offering multiple insurance products at competitive rates across the country. We represent all the major insurance carriers in Health and Business Insurance.

A Professional Agency with a Personal Service EFG Insurance Agency, Inc. is a firm of proven professionals, caring, conscientious people that their primary objectives are: ...to be honest and fair in all dealings ...to be interested in people and their problems ...to treat the client's needs as if they were our own We are committed to a high standard of excellence in all that we do and establishing a firm relationship of mutual trust and service with our clients. We Offer You Complete Insurance Programs (Personal Coverages, Business Coverages, Employee Benefits and for Nonprofits, State Unemployment Insurance (SUI) Alternative). 501(c)3 and Governmental Entities Only: State Unemployment Insurance (SUI) Alternative through First Nonprofit Group. Personal Coverages -Homeowners -Automobile -Umbrella Liability -Boats/Yachts -Valuable Property -Life -Health -Disability -Supplemental (Cancer, Accident, Credical Care) Business Coverage -Commercial Property -Commercial General Liability -Workers Compensation -Business Automobile -Umbrella Employee Benefits -Medical -Life -Dental -Disability -Supplemental Voluntary Benefits

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.

Alera Group is a growing leader, reimagining the complex risk management, insurance and financial services delivery experience through intentional collaboration connecting clients to holistic solutions that protect and grow all they value most. Working collaboratively across specialties and across the country, Alera Group’s team of more than 4,400 colleagues offer unique solutions, personalized services and proactive insights to help ensure each client’s business and personal success. By harnessing the power of purposeful collaboration, our colleagues deliver clear, holistic solutions to the most complex business and personal challenges.

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.

Clariben Insurance Agency, LLC, based in Houston, TX, specializes in providing comprehensive employee benefits solutions tailored to meet the unique needs of businesses. With a client roster that includes notable names such as Love's Travel Stops & Country Stores, Inc., Clariben Insurance Agency has established itself as a trusted partner in designing and managing benefit programs that support employee well-being and company goals. Their experienced team focuses on delivering personalized service, leveraging their deep industry knowledge to navigate the complexities of insurance products. By prioritizing clear communication and a client-centered approach, Clariben Insurance Agency ensures that businesses receive the guidance necessary to make informed decisions about their benefits packages. This dedication to excellence and client satisfaction underscores their commitment to fostering long-term relationships and enhancing workplace environments through strategic benefits planning.

Ranked among the top three spots for growth due to acquisition in the property & casualty (P&C) space, Leavitt Group stands as one of the top privately held insurance brokerages nationwide. With an extensive network of 250+ locations across 27 states, Leavitt Group's agencies offer a distinctive advantage with local ownership, delivering a personalized and consultative approach to commercial insurance, employee benefits, and personal insurance needs. With over 70 years in the insurance industry, Leavitt Group brings national strength and local trust to the communities and clients they serve. As one of the top privately-held insurance brokerages in the nation, we bring you the national resources, expertise, problem-solving skills, and key insurance company and underwriting relationships that will result in an effective risk management and employee benefits strategy. Our agencies provide a broad range of insurance services, including: - Business Insurance - Group Employee Benefits - Industry Programs - Personal Insurance To learn more about our company, visit www.leavitt.com.

Memorial Financial Services Corp. is an independent, family owned firm. Established in 2000, we are a full service Employee Benefits and Estate Planning brokerage with a heavy focus on customized long term, cutting edge strategies aimed at keeping our clients at the forefront of an ever evolving industry, in the most cost effective manner possible. Areas of expertise include comprehensive employee benefits packages, including traditional and non-traditional health insurance options, ancillary coverages such as dental, vision, life and disability income insurance. Also, available are worksite coverages such as accident, cancer, critical illness and hospital indemnity policies. We work with a large range of exclusively "A rated"​ carriers to ensure that you're getting the high quality coverage that you deserve, at a price point that is affordable to your company. Our Estate Planning services are focused on using some fairly common as well as other non-traditional vehicles to address a wide range of needs, including survivorship, wealth accumulation, protecting businesses using buy/sell agreements, and minimizing tax liability during retirement years.

Clarus & Co. is an innovative consulting firm specializing in employee benefits, HR outsourcing, and training. We provide guidance with regard to employer sponsored group health plans, legislative and regulatory compliance, HRIS/HCM IT consulting, and employee training. We customize a solution to support each client's unique organizational needs.

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.