Heritage-Rm, located in Amarillo, TX, stands out as a distinguished insurance broker, excelling in catering to the unique needs of local and regional employers. With a notable focus on medical and ancillary benefits, this office boasts a wealth of expertise that positions it as a reliable partner for businesses seeking comprehensive insurance solutions. This Heritage-Rm location has established itself as a trusted advisor to a diverse range of industries, including hospitals, individual and family services, and architectural, engineering, and related services. Their portfolio of satisfied clients includes Enerpipe Ltd, a specialty trade contractor with 180+ participants; Jessup Manufactured Housing, a wood product manufacturing industry leader with 200+ participants; and Open Range Engineering Services Pllc, an architectural, engineering, and related services provider with 60+ participants. Such partnerships underline their commitment to tailoring benefits packages to suit the distinctive needs of businesses across various sectors. As a proud member of a local brokerage firm, Heritage-Rm brings a personalized touch to their services, leveraging their in-depth understanding of the Amarillo business landscape. Demonstrating significant experience with midsize employers, this broker is well-equipped to navigate the complexities of employer benefits, making them a valuable asset for businesses seeking comprehensive and tailored insurance solutions.

HRO’s solutions power businesses at every stage of the growth cycle, from startup to IPO. We are service-oriented, growth-minded, and client-first. Our clients benefit from world class software, experienced professionals, and high-touch service. HRO Resources works with companies all over the United States, from San Francisco to Houston. We have subject-matter experts in human resources, health insurance, risk management, payroll processing, and commercial insurance who are ready to help your business solve an immediate issue or improve upon what you have in place.

Alliant Insurance Services is among the largest and fastest-growing insurance brokerage and consulting firms in the United States. Fueled by entrepreneurialism and driven by results, Alliant operates on the belief that more is possible and expectations are meant to be exceeded. Our clients and partners have profound confidence in us to deliver in all market climates through the design and delivery of innovative solutions and services across a broad range of industry verticals. Our people stand as the backbone of our organization. We proudly employ a team of diverse, driven, and exceptional people and invest heavily in their success, giving our brokerage and consulting teams the freedom and resources they need to help their clients grow their businesses to remarkable heights. The result is a dynamic team of professionals who consistently perform at the highest level, while caring and giving back to causes that impact their communities and the world at large. Alliant is built on teamwork and collaboration, a philosophy that has guided our growth and evolution for almost 100 years. We rise together to meet challenges, think together to drive innovation, and thrive together in our business and in the diverse communities where we operate.

CPro Associates is an Insurance Wholesale Broker with their only emphasis being on Workers' Compensation. and Occupational Injury. Focusing on the needs of our agents and their clients, CPro has redefined how Wholesalers can help their agents win business for the success of the insured, the agent and the carrier. With over 48 years of experience in the Workers Comp and Occupational Injury industry our mission is to assist you in placing your complex workers compensation risk through innovative solutions and world class carriers. We are the largest Wholesaler writer in the US of multi-year WC risks. We are always on the lookout for quality agent partners. Our proven marketing programs and dedicated staff will help you grow your business, and be assured that we never sell direct. SPECIALIZATION Transportation ● Construction ● Healthcare ● Manufacturing ● Service ● Retail/Wholesale ● Oil & Gas Contractors ● Property Management ● Contractors Middle Market Program: $25K minimum. Provides for those accounts that do not fit on-line systems due to size, class, multi-state exposure or Xmod. Large Workers Compensation: $250k minimum premium • Loss Sensitive Program o 3 year program o Not a Retro o No LOC or Deductibles EVER AGAIN o Profit Sharing: Reduced premium next month, not years after, for good loss experience o 50 states o A Rated Carriers o Bound business with Xmod as low as .65 and as high as 2.25 o We build the plan with you and help present the program to your insured. • RTW Insurance Programs o For accounts with Large Xmods that are trying to get a handle on claims. • Large Regional and SuperRegional carriers. o Different than yours: No Hartfords, Travelers or Liberty. Carriers we know like and trust. Michael Hardin, President mhardin@cproassociates.com David Cauble dcauble@cproassociates.com Brook Sarratt bsarratt@cproassociates.com www.cproassociates.com

Stephens, Bastian and Cartwright, LP is a white-glove insurance service firm. We are an independent agency appointed with a multitude of carriers. Our clients will tell you that our service is not only extensive, but accurate, thorough, timely and above expectations. We don’t offer binders of fancy color brochures filled with fluffy service offerings. We offer black and white, take-work-off-of-your-desk, dependable service while delivering the best pricing the market allows. Our approach is strategic, consultative, educational and analytical. We deliver results and are interested in working with clients who desire an extremely trustworthy, long-term relationship. Our background on the benefits side includes decades of experience on the healthcare consulting, health insurance company, hospital administration, benefits administration, managed care contracting, and employee benefits brokerage sides of the industry. Very few agencies can offer this depth of experience. The result is financial performance that consistently beats industry trends. We will get you the best deal. Period. On the Property and Casualty side, our background includes experience on the insurance carrier, loss control consulting, purchasing and brokerage sides of the industry. We specialize in finding not just the best price, but helping you prevent and control your losses in a pro-active, well-informed manner. No over-selling - just a confident, consultative approach to making sure you have what you need to protect your business and employees. In our firm, service is our number one priority. If you feel that you struggle to manage your current programs, call us. We will show you how easy it can be.

Nestled in the thriving business landscape of Dallas, TX, Summit Financial Group's very large office emerges as a distinguished player in the realm of employer benefits. With a robust portfolio of expertise, this office is well-versed in working with self-funded clients, serving as a valuable resource for comprehending stop loss and limits, pharmacy costs, and various aspects of HR consulting. Summit Financial Group's diverse clientele includes industry leaders such as Blackbeard Management in petroleum and coal products manufacturing, Global Gaming Lsp in spectator sports, and Adfitech in professional, scientific, and technical services. These collaborations, ranging from 70+ to an impressive 380+ participants, underscore the office's ability to deliver scalable and tailored benefit solutions. With a keen focus on industries like depository credit intermediation, spectator sports, and nondepository credit intermediation, Summit Financial Group in Dallas positions itself as a versatile partner for businesses across sectors. As part of a regional insurance broker firm, the office seamlessly integrates local insights with the strength of a broader regional network. Boasting significant experience with small, midsize, and large employers, Summit Financial Group in Dallas stands out as a strategic ally for employers seeking comprehensive and scalable benefit solutions in the dynamic business environment of Dallas, TX.