Montgomery & Graham Property & Casualty, LLC is a trusted insurance broker located in Lake Oswego, Oregon. With a comprehensive range of services, they cater to clients across Oregon and Washington. While some customers have expressed lower satisfaction, this office provides a valuable example of their capabilities through their collaboration with United Employers Association (UEA), a notable employer in the iron and steel mills and ferroalloy manufacturing industry. Montgomery & Graham Property & Casualty, LLC worked closely with UEA's HR and finance team to develop a tailored self-funding arrangement and HMO plan that addressed the unique needs of their 0 member employers. As a local insurance consultant, Montgomery & Graham Property & Casualty, LLC has established a strong presence in the market, serving large, midsize, and small employers alike. They have earned one of the highest M Scores achievable, reflecting their extensive expertise and experience across various client sizes, industries, and products. Their notable proficiency lies in architectural, engineering, and related services, wood product manufacturing, as well as the healthcare and social assistance sectors. Montgomery & Graham Property & Casualty, LLC excels in working with self-funded employers, employing their deep understanding of clients' requirements. Additionally, they possess valuable expertise in collaborating with PPOs to ensure the provision of optimal member solutions. Their knowledge extends to partnering with pharmacy benefit managers (PBMs) and other specific pharmacy providers, further enhancing their ability to address the diverse needs of their clients. While evaluating potential partners, it is essential to consider the feedback from customers who have expressed concerns. However, the successful partnership between Montgomery & Graham Property & Casualty, LLC and United Employers Association (UEA) demonstrates their dedication to tailoring insurance solutions to meet the unique requirements of their clients.

Benefits By Design, located in Portland, OR, stands out as a robust and experienced insurance broker, particularly skilled in catering to the needs of both midsize and small employers. As a larger office within a local brokerage firm, they offer personalized and comprehensive support to regional employers, ensuring that their unique insurance needs are met with expertise and attention. Notably, this office boasts substantial experience working with self-funded clients, demonstrating their capability to handle complex insurance arrangements and tailor solutions to specific employer requirements. Their expertise spans across various industries, with a strong presence in automobile dealers, pharmaceutical and medicine manufacturing, and activities related to real estate. This diverse industry knowledge enables them to provide versatile and industry-specific insurance solutions. Among their top clients, they proudly serve notable Oregon-based companies. These include C&R Management Group from the real estate industry with over 130 participants, Cascade Utilities in the electric power generation, transmission, and distribution sector with more than 100 participants, and Consumer Cellular in the professional, scientific, and technical services industry, serving over 430 participants. These collaborations reflect their capacity to manage large-scale client requirements and deliver results that align with the specific needs of different industries. Overall, Benefits By Design's Portland office is distinguished by its broad industry expertise, proficiency in handling diverse employer sizes, and its strong track record with both midsize and small businesses. This makes them an excellent choice for employers seeking a reliable and experienced insurance broker that can offer tailored solutions and dedicated support.

Alera Group, formed in early 2017, has over 3,500 employees serving thousands of clients nationally. We have specialists in employee benefits, property and casualty, wealth and retirement plan services. Alera Group was created by the merging of 24 high-performing, entrepreneurial offices across the United States. Now, with new partner acquisitions across the country, we are serving clients with national expertise and resources paired with local, personalized service. Today Alera Group is the 7th largest privately held employee benefits firm, the 15th largest independent insurance agency, and the 16th largest privately held insurance firm in the United States. Alera Group companies are motivated by the desire to find a better way to serve clients nationally without losing the independent thinking and values of each individual office. Alera combines the national resources of its members to deliver the best possible outcomes for clients—positively impacting our employees, clients, communities and the lives of people where we serve. We look forward to our continued growth by partnering with individuals and companies who share our vision, mission and passion. To learn more about the Alera Group and how you could join our team, please visit our website.

Jd Fulwilercompany is a reputable local insurance consultant located in Portland, Oregon. With their extensive experience and expertise, they have become a trusted partner for a diverse range of clients, including large, midsize, and small employers. Their office location in Portland is a prime example of their successful collaboration with ColumbiaCare Services, a prominent employer in the individual and family services industry. At Jd Fulwilercompany, they understand the unique needs of their clients and work closely with them to provide tailored solutions. They have a proven track record of working with self-funded employers, offering comprehensive services that encompass setting up self-funding arrangements, HMO plans, PPO plans, PBM, and drug plans. Their ability to design and implement customized insurance plans ensures that ColumbiaCare Services' 540 members receive coverage that aligns with their specific requirements. The expertise of Jd Fulwilercompany extends beyond self-funded employers. They have a strong background in working with HMOs and clients to meet their needs effectively. Additionally, their experience with PPOs enables them to develop solutions that cater to the diverse requirements of members. Jd Fulwilercompany also has a good understanding of PBMs and other pharmacy providers, further enhancing their ability to address clients' comprehensive healthcare needs. The office location in Portland serves a wide range of employer clients, including Adapt Integrated Health Care, Options For Southern Oregon, and Oregon-Columbia Chapter Agc of America Inc. Their reputation for delivering exceptional service and their broad expertise across industries such as outpatient care centers, specialty trade contractors, and individual and family services have earned them one of the highest M Scores possible. With their dedication to client satisfaction and extensive knowledge in the insurance industry, Jd Fulwilercompany continues to be a leading insurance broker for employers across Oregon.

Durham and Bates is a Portland-based insurance brokerage firm, employee-owned with more than 40 Associates. Durham and Bates is honored to partner as an Insurance Broker and Outsourced Risk Manager to the Northwest's most admired companies, spanning a wide range of industries. The firm applies its team approach and specialized technical and industry expertise to middle market companies with sophisticated exposures and risk management needs.

Founded in 1994, USI Insurance Services is one of the largest privately held insurance brokerage and consulting firms in the United States. USI, which stands for “Understand, Service, and Innovate,” delivers employee benefits, property and casualty, personal risk, program, and retirement solutions nationwide. We provide the individualized, high-touch service our clients deserve, backed by USI’s national network of resources and expertise.

Located in the heart of Portland, Oregon, HC-ASSOC's expansive office is a dynamic hub for employer benefits solutions. Boasting a wealth of experience, this larger office has cultivated a robust portfolio, specializing in catering to the diverse needs of both self-funded clients and local/regional employers. With a proven track record in managing benefits for midsize and small employers, HC-ASSOC's expertise spans multiple industries, including industrial machinery manufacturing, travel arrangement and reservation services, as well as management, scientific, and technical consulting services. This broker's comprehensive approach is underscored by their affiliation with a respected local brokerage firm, ensuring clients benefit from a combination of personalized service and extensive industry knowledge. HC-ASSOC has successfully navigated the complexities of the insurance landscape, evidenced by their impressive clientele. Noteworthy associations include the Associated Technologies Council, a key player in the management, scientific, and technical consulting services industry, with over 540 participants. Additionally, they have partnered with Avanti Destinations, a leader in travel arrangement and reservation services in Oregon, boasting a participant count exceeding 100. The broker's reach extends beyond state borders, with a significant presence in the industrial machinery manufacturing sector, exemplified by their collaboration with Ben-Ko-Matic Co in Washington, which employs over 170 participants. In summary, HC-ASSOC's Portland office is a strategic ally for employers seeking tailored insurance solutions, blending local insight, industry acumen, and a proven commitment to client success.

AssuredPartners, a national insurance consultant with an office located in Forest Grove, Oregon, provides exceptional insurance brokerage services to clients across Oregon, Washington, and California. Renowned for their outstanding customer service and expertise, they have garnered high ratings from satisfied clients. One notable example of their success is their collaboration with Deacon Corp., a prominent nonresidential building construction employer with 180 members. AssuredPartners worked closely with Deacon Corp.'s HR and finance team to develop a tailored self-funding arrangement, including a comprehensive HMO plan, PPO plan, PBM, and drug plan, specifically designed to meet the unique needs of their members. Among AssuredPartners' esteemed employer clients in the region are Lewis & Clark College, Metro West Ambulance, Miller Paint Corporate Office, and Ruby Receptionists Inc. With a wide range of experience and expertise, AssuredPartners serves clients of all sizes, from large corporations to midsize and small employers. Their exceptional performance is reflected in their impressive M Score, which ranks among the highest attainable, showcasing their proficiency across diverse industries, client sizes, and insurance products. AssuredPartners has amassed significant expertise in ambulatory healthcare services, professional and commercial equipment and supplies merchant wholesalers, as well as paint, coating, and adhesive manufacturing industries. Moreover, they possess extensive experience working with self-funded employers, demonstrating their competence in navigating complex insurance arrangements. Their strong rapport with PPOs ensures that members' unique needs are met effectively. AssuredPartners also excels in collaborating with pharmacy benefit managers (PBMs) and other specific pharmacy providers, enabling comprehensive coverage for their clients.

At WTW (NASDAQ: WTW), we provide data-driven, insight-led solutions in the areas of people, risk and capital. Leveraging the global view and local expertise of our colleagues serving 140 countries and markets, we help you sharpen your strategy, enhance organizational resilience, motivate your workforce and maximize performance.

Personal and Corporate Benefit Planning