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.

American Insurance & Investment Corp., based in Salt Lake City, UT, offers a rich blend of expertise and personalized service, making it a reliable choice for employer benefits buyers. Established in 1950, this local business has evolved over 60 years into a full-service insurance agency with a focus on client-centric insurance solutions. Notably, it specializes in health and benefits, architectural and engineering services, fuel haulers, charter schools, and farms, among other industries. With a team of 35 insurance professionals, American Insurance balances the agility of a small firm with the influence necessary to command market attention. This enables them to design unique, cost-effective insurance programs in collaboration with a multitude of insurance companies. The firm's dedication to customer service is evident in their impressive client retention rate of over 94%, underscoring their reputation as not just an insurance provider, but a trusted business partner, resource for queries, one-stop shop for diverse insurance needs, and experts in loss prevention. For employers in the Salt Lake City area, especially those in the architectural, engineering, and related services industries, American Insurance & Investment Corp. stands out for its demonstrated experience with midsize employers. The firm's ability to cater to local and regional businesses, as illustrated by their work with top customers like Mid-State Consultants Inc., positions them as a knowledgeable and reliable partner for managing medical and ancillary benefits.

PDR Insurance Agency is a full-service insurance agency. We maintain relationships with local, regional and national carriers, writing all lines and types of coverages. Allow us to analyze your current situation and recommend what insurances make the most sense for your company and employees. We also offer a full service payroll and benefits service that saves companies time and money.

What makes Lockton stand apart is also what makes us better: independence. Our private ownership empowers our 12,500+ Associates doing business in over 140+ countries to focus solely on clients' risk and insurance needs. With expertise that reaches around the globe, we deliver the deep understanding needed to accomplish remarkable results.

With over four decades of experience in the industry, IMA has become a trusted leader in commercial insurance, risk management, surety, and employee benefits brokerage and consulting. Our team of knowledgeable and experienced professionals work tirelessly to develop customized solutions that meet the unique needs of each of our clients. At IMA we understand that businesses face a wide range of risks and challenges, from property damage and liability claims to employee benefits and cyber threats. That's why we offer a comprehensive suite of services that can be tailored to each client's specific needs, including risk assessments, insurance placement, claims management, and employee benefits consulting. Our goal is to help our clients mitigate risk and achieve long-term success. What sets us apart is our commitment to innovation and our ability to anticipate emerging risks and trends. We are constantly exploring new ways to help our clients protect their assets and grow their businesses. We leverage the latest technology and industry insights to provide cutting-edge solutions that deliver results. At IMA, we believe that our success is measured by the success of our clients. We strive to build strong, long-lasting relationships with each of our clients based on trust, integrity, and a deep understanding of their unique needs. We are proud to serve businesses of all sizes and industries, and we are confident that we have the expertise and resources to help your business thrive. Our more than 2,300 associates are located across offices in Alaska, California, Colorado, Connecticut, Georgia, Hawaii, Illinois, Kansas, Massachusetts, Michigan, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Washington, and throughout the U.S. and Canada.

OneDigital’s team of fierce advocates helps businesses and individuals achieve their aspirations of health, success and financial security. Our insurance, financial services and HR platform provide personalized, tech-enabled solutions for a contemporary work-life experience. Nationally recognized for our culture of caring, OneDigital’s teams enable employers and individuals to do their best work and live their best lives. More than 100,000 employers and millions of individuals rely on our teams for counsel and access to fully integrated worksite products and services and the retirement and wealth management advice provided through OneDigital Investment Advisors. Founded in 2000 and headquartered in Atlanta, OneDigital maintains offices in most major markets across the nation. OneDigital has received the Glassdoor Employees’ Choice Award for Best Places to Work in 2023. For more information, visit onedigital.com.

Nielsen Benefits Group (NBG) has been managing employer medical plans and benefits since 1954. As full-service employee benefits specialists, NBG combines medical and insurance expertise to “reset benefits” and increase each employer’s competitive advantage.

Davis Benefits, a prominent insurance brokerage firm based in Salt Lake City, Utah, stands out as a versatile and experienced player in the field of employer benefits. This larger office is adept at handling the unique needs of diverse business scales, from small to large employers, underscoring its capability to tailor solutions effectively. Notably, Davis Benefits has carved a niche in working with self-funded clients, providing them with astute insights and strategies. This proficiency is a testament to their depth of knowledge and adaptability in the ever-evolving insurance landscape. Their expertise spans several key industries, including depository credit intermediation, furniture and home furnishing merchant wholesalers, and legal services. This industry-specific knowledge enables them to offer nuanced and sector-relevant advice, a crucial factor for businesses seeking targeted solutions. Among their top clients, Davis Benefits boasts of successful collaborations with significant local players. Celtic Bank Corporation, a major entity in the depository credit intermediation industry in Utah, with over 260 participants, is a testament to their capacity to handle complex, large-scale benefit needs. Similarly, their work with Community Health Centers, representing the outpatient care centers industry with 110+ participants, and Midwest Office, a player in the furniture and home furnishing merchant wholesalers sector with 260+ participants, further exemplifies their versatility and competence in addressing diverse client requirements. As a local brokerage firm, Davis Benefits brings a personalized touch to their services, understanding the local business landscape's intricacies. This local expertise, combined with their experience with midsize and large employers, makes them a reliable choice for businesses seeking a partner who can offer both personalized attention and extensive industry knowledge.

Joe is a Benefit Consultant who partners with business leaders and Human Resources teams to lower insurance expenses while enhancing the employee experience and improving their overall health.

Zamp HR - an Engage PEO Company - delivers comprehensive HR solutions to small and mid-sized businesses, sharpening their competitive advantage. We offer a superior service offering that includes a full range of payroll technology and tax administration, employer compliance, health and workers’ compensation insurance products, advanced technology, and risk management services as part of an extensive suite of HR services.

We can’t be all things to all people, but we are always determined to be reliable partners who work hard to find answers that enhance outcomes. NFP, an Aon company, is an integrated organization of consultative advisors and problem solvers. We provide expertise to help companies and individuals address their most significant risk, workforce, wealth management and retirement challenges. The value we deliver is driven by the proactive collaboration, diverse perspectives and grounded ambition of more than 7,700 colleagues in the US, Puerto Rico, Canada, UK and Ireland. We serve a diversity of clients, industries and communities through our global capabilities and solutions. Together, we put people first, prioritize partnerships, solve problems and continuously advance a culture we’re proud of.

We exist to shape decisions for the better — to protect and enrich the lives of people around the world. Through actionable analytic insight, globally integrated Risk Capital and Human Capital expertise, and locally relevant solutions, our colleagues provide clients in over 120 countries with the clarity and confidence to make better risk and people decisions that help protect and grow their businesses.