*Manager of all group and individual benefits including new and existing business. *Consulting with Employers on the ever changing ACA laws

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.

Tailored Worksite Services brings over 20 years of worksite benefit expertise to assist brokers and their clients in the design, selection and implementation of these enhanced benefit plans. By combining the best of plan design and selection with a bespoke employee communication and education process, we deliver high value and high return experiences for our broker partners and their clients. The employee engagement actions are designed to increase understanding and allows employees to truly personalize their benefit plan which leads to increased satisfaction. Contact us to find out how we can help and get a free case analysis.

At Risk Strategies, we help our clients protect those things that matter most to them. We help them see the way forward in a complex world with specialty insight, practical advice, and custom insurance with a vast network of specialists in Property & Casualty, Employee Benefits, Private Client, as well as Consulting Services and Financial and Wealth Management solutions. We are a different kind of insurance brokerage – bringing a strategic, holistic, specialist approach to our clients, so they can face the future with confidence. We are the 9th largest privately held insurance broker in the US with over 30 specialty practices, 200+ locations, and 5,000 team members (and counting!). We love what we do, and it shows. For five straight years, we were named one of the Best Places to Work by Business Insurance. In 2024, we earned certification as a Great Place to Work. Risk Strategies is an Accession Risk Management Group company, a family of specialty insurance distribution and risk management companies powered by a shared vision of delivering a superior client and employee experience.

LRD Insurance Solutions LLC in Houston, TX, stands out as a trusted partner for employer benefits, specializing in comprehensive solutions for both medical and ancillary benefits. With a strong focus on local and regional employers, their expertise extends across various industries, particularly excelling in serving companies within the plastics product manufacturing sector. This office location of LRD Insurance Solutions has established a noteworthy reputation, demonstrated by their successful partnership with Medical Extrusion Technologies, a leading player in plastics product manufacturing based in CA. Managing benefits for over 210 participants, LRD showcases its ability to tailor solutions to the unique needs of businesses in this dynamic industry. As a key player in the local brokerage scene, LRD Insurance Solutions brings a wealth of knowledge and experience to the table. Their commitment to understanding the specific challenges and opportunities facing employers in the Houston area ensures that clients receive tailored, effective insurance solutions. With a client-centric approach, LRD Insurance Solutions has become a go-to resource for businesses seeking not just insurance coverage, but strategic benefits planning that aligns with their goals.

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.

Alliant Insurance Services is one of the largest and fastest-growing insurance brokerage and consulting firms in the United States, proudly ranking as the 5th largest brokerage firm and the largest privately held. We are 52% employee-owned with over 13,000 employees across hundreds of offices nationwide. we are fueled by entrepreneurialism and driven by results, operating on the belief that expectations are meant to be exceeded. Instead of sponsoring stadiums or Super Bowl blimps, we choose to invest in innovative, forward-thinking resources to serve a diverse range of industries, including Fortune 1000, 500, and 100 companies, as well as our valued midmarket clients. Our approach is centered on hiring the best people and providing them with the resources and freedom to design and deliver cutting-edge solutions that empower our clients to achieve remarkable success. For 100 years, teamwork and collaboration have been at the heart of our philosophy. We rise together to meet challenges, innovate together to deliver exceptional results and thrive together in the diverse communities we proudly serve. At Alliant, we focus on meaningful investments that drive results for our clients and make a difference in their businesses, their communities, and the world.

BRP is now The Baldwin Group! We’ve updated our name to reflect our unified group of talented teams across the country. The Baldwin Group is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance. Since our founding in 2011, we’ve evolved from a local business into a national firm with a vast network of specializations and industry practices for the benefit of our more than two million clients across the country. In addition, we have built excellent relationships with a wide range of insurance company partners. These relationships, coupled with our entrepreneurial and family-oriented culture, and deep expertise enable us to seamlessly deliver a breadth of innovative solutions to clients. At The Baldwin Group, we help provide the solutions our clients need to have confidence and gain peace of mind as they pursue what’s possible for themselves, their families, and their businesses. Whether they are renting their first apartment or buying a larger home, opening a small business or taking their company public, we offer solutions to support them on every step of their journey. This has been our story since the beginning—we provide the indispensable expertise and quality insights that give our clients peace of mind to pursue their purpose, passion, and dreams. And that’s what The Baldwin Group will continue to do for years to come: we protect the possible.

EBS, Inc. is a full service independent insurance agency dedicated to providing creative, personalized, and cost effective health insurance options to our clients. We recognize that each client is unique and we will work with you to design and market a benefit package to meet the needs of your company or individual needs. We help you arrange and implement your enrollment process, as well as conduct enrollment meetings with your employees and provide them with the proper communication materials. Once your benefit plans are in place, we work with the insurance carriers, the benefit administrator and employees to solve your day to day issues. We possess the knowledge, expertise and ability to assure the success of your benefits.

Established in 1970 by Marvin Smith, our company has grown to a full service insurance agency. Currently, Insuramax serves the insurance needs of over 5,000 individuals and families, and over 1,000 businesses. Insuramax is a firm that utilizes a unique business model known as the "Risk Reduction Approach and/or Total Benefits Approach". We focus on an elite client group providing long term risk reducing services that will lower their total cost of risk and improve their profitability. As a result of implementing a specifically designed risk reduction plan our client's operations become more attractive to the insurance marketplace.