We do more than check boxes. We think outside of them. Forsite Benefits & Wellness is disrupting the employee benefits space in Wisconsin by challenging what business owners should expect from their benefits broker. Our mission is simple; make health care more affordable for business and their employees, and improve the overall employee experience through healthcare education, engagement, and empowerment. Our team has guided over 300 clients in driving down future claims to ultimately build a sustainable budget. Get the most out of your employee benefits with Forsite; a team of innovators and powerful technology that develop healthier, better-informed healthcare consumers. We go above and beyond a vendor relationship to become an extension of your company. Learn who we are at www.forsitebenefits.com

Located in Wausau, WI, the Hub International office stands as a seasoned insurance broker catering to the diverse needs of employers in the region. As part of a prominent national insurance brokerage firm, this office brings a wealth of expertise to the table, fostering solid partnerships with local and regional employers. With a focus on self-funded clients, their proficiency is evident in successful collaborations, including notable clients such as Mid-State Truck Service within the motor vehicle dealers industry. Impressively, they manage benefits for 80+ participants in this particular sector, showcasing their commitment to tailored solutions. Noteworthy is their extensive experience working with small employers, reflecting a nuanced understanding of the unique challenges faced by businesses of varying sizes. This nuanced approach positions them as a valuable resource for employers seeking comprehensive and personalized insurance solutions. The Hub International office in Wausau combines local insight with the backing of a national powerhouse, creating a synergy that benefits clients seeking reliable and tailored insurance services. Whether navigating the intricacies of self-funded plans or assisting small businesses, this office demonstrates a track record of proficiency and commitment to meeting the diverse needs of its clientele.

The JA Counter mission is to provide exceptional service to our clients as we provide innovative, customized solutions, education, knowledge, and resources delivered with integrity and professionalism. We strive to be the first choice for employers and individuals by providing innovative, customized solutions that look to maximize their financial and personal well being. Count On Us: ***Recognition among employers, health plan administrators, consultant and advisers as a leading regional consulting firm focused on employee benefits; bringing our clients first-to-market information and influencing carriers and partners based on the needs of our clients ***Excellence in deploying plan management strategies including wellness programs, employee education (focused on why) and strong communications. ***Process expertise in the execution of developing long-term partnerships with carriers that ultimately benefit the client and making a successful transition to new carriers when needed. ***Experience with fully insured, alternate funding, self-funding and captive arrangements in varying forms of construct, providing many different strategic options for clients. ***Collaborative, partnership approach and the ability to effectively manage a detailed project plan. ***Nimble and responsive to the needs of our clients, unencumbered by corporate directive, internal bureaucracy or interference from outside influences or shareholders. Our Expertise: ***With JA Counter you will experience the intimacy and client service of a local, boutique firm paired with the expansive resources and tools of a national firm. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and JACounter are not affiliated. FINRA – www.finra.org; SIPC – www.sipc.org

Vizance is a privately-held company that provides risk management, business insurance, employee benefits, personal insurance and financial service solutions to companies, families and individuals throughout the Midwest. Vizance has locations in Appleton, Green Bay, Hartland (Headquarters), Kenosha, Milwaukee, Oshkosh, Racine, Ripon, and Sister Bay. The agency has been the recipient of a number of awards, including Top Workplaces (1st Place), Best Places to Work (1st Place), Future 50, and Fastest Growing Firms.

TRICOR Insurance is a leading independent insurance agency, ranked among the top 100 independent agencies in the United States. With more than 250 employees and growing, we’ve earned the trust of over 50,000 clients across Wisconsin, Iowa, Illinois and beyond. As a locally-owned, family-run business since 1945, our humble roots are the foundation of our strength. Today, even as we grow, our customers are still our friends and neighbors. We remain guided by our deep commitment to the people we serve and the communities we live in. We offer coverage for your personal insurance needs, including auto, home, umbrella, recreational vehicles, and rental property. Talk to us too about your personal health, long-term care, and life insurance policies. Business insurance and employee benefits are available for small and large businesses, schools, and municipalities. At TRICOR Insurance, we face challenges head-on, and our agents have the industry-specific experience it takes to develop tailored insurance solutions that are set up for today’s needs and tomorrow’s growth. Regardless of how well we plan, storms come, accidents happen, and lives change. When a loss occurs, the extent to which it affects the daily operations of a business, a city, a school district or a household in many ways rests with the strength of the insurance in place. We can’t predict or prevent disasters, but at TRICOR, we will do whatever is within our power to proactively protect you beforehand to help make our clients whole in the aftermath. We pledge to do what is needed to help fix what can be fixed, replace what is destroyed, and allow injured employees to recover. We are absolutely focused on our client’s needs and recognize our critical role in protecting today while planning for the future.

McClone is a well-established regional insurance consultant with an office located in Menasha, Wisconsin. Renowned for their exceptional customer service and expertise, they have garnered high ratings and positive reviews from clients across the state. Their extensive experience and dedication to providing tailored insurance solutions are exemplified by their work with C R Meyer & Sons Co, a heavy and civil engineering construction company with 170 employees. Collaborating closely with the client's HR and finance team, McClone successfully implemented a self-funding arrangement along with HMO and PPO plans designed specifically to address the unique needs of their members. With a diverse clientele of large, midsize, and small employers, McClone has established themselves as one of the leading insurance brokerages in the Oshkosh, WI market. Their extensive industry experience and expertise enable them to navigate the complexities of various sectors effectively. Notably, they possess strong expertise in nonresidential building construction, depository credit intermediation, and health practitioners industries, ensuring their ability to provide comprehensive coverage solutions to clients operating in these sectors. McClone's commitment to client satisfaction and personalized service is reflected in their outstanding M Score, which is among the highest possible. This score is a testament to their wide-ranging experience and expertise across different client sizes, industries, and insurance products. In addition to their work with C R Meyer & Sons Co, McClone serves an array of esteemed employer clients, including Benevolent Corporation Cedar Community, Bergstrom Corporation Inc, Capital Credit Union, and Certified Power Solutions. Employers seeking a trusted insurance consultant with a strong track record of delivering exceptional service and tailored solutions can rely on McClone's expertise and commitment to meeting their unique insurance needs.

Since 1928, Baer Insurance Services has been providing quality protection for thousands of people throughout our region. We provide only the best in coverage and personal service. We offer world class protection for your Auto, Home, Business, Life Insurance and Employee Benefits by evaluating your specific needs and finding the company that will give you the best value and coverage. The companies we represent offer superior products, excellent customer service and fast, fair claims service.

We exist to shape decisions for the better — to protect and enrich the lives of people around the world. Our colleagues provide our clients in over 120 countries and sovereignties with advice and solutions that give them the clarity and confidence to make better decisions to protect and grow their business.

Ansay and Associates are in its 75th year as being Wisconsin’s premier independent insurance agency with offices located all over Wisconsin. Our unique approach to insurance, “The Ansay Way,” ensures that you’re covered for any risk that may come your way. Our agents specialize in either commercial or personal insurance so you’re confident the products will match your needs. Commercial insurance coverage goes beyond a policy, look at all of the options we offer for our commercial insurance customers: OSHA requirement training, loss control guidance, decrease loss exposure and loss control, commercial crime coverage, loss control training and much more. Personal insurance options start with: home insurance, auto insurance, boat insurance, recreational vehicle insurance as well as umbrella policies and bundled policies too. With offices in Port Washington, Brookfield, Green Bay, Manitowoc, Appleton, Oshkosh, Mosinee, Stevens Point, Eau Claire, Alma, Madison, Burlington, Jefferson, Cedarburg, Bloomer, Augusta, Chetek, Chippewa Falls, Menomonie, New Richmond, and River Falls., we have an Ansay location close to you.

Schwarz Insurance was founded in 1923, now in its third generation of family ownership. Schwarz Insurance has grown to be known as one of Wisconsin's leading independent insurance agencies. Schwarz Insurance can service all of your business or individual insurance needs. We have over 70 employee's with extensive knowledge of the insurance industry who can customize a policy to your specific needs. We also have an on staff bond insurance department, a dedicated claims specialist as well as a dedicated risk management team. You can find us in eight locations across southern Wisconsin including: Prairie du Sac (corporate location), Middleton, Baraboo, Richland Center, Lodi, Spring Green, and Marshfield.

The Benefits Group, located in Milwaukee, WI, stands as a significant and proficient insurance broker, operating as a larger office with a strong focus on delivering expert solutions for local and regional employers, particularly in the realms of medical and ancillary benefits. As part of a local brokerage firm, this office is deeply committed to understanding and addressing the unique challenges faced by businesses in various industries. Demonstrating their expertise, The Benefits Group has successfully collaborated with industry leaders such as Appleseed Operations in the converted paper product manufacturing industry, Curative Care Network in vocational rehabilitation services, and New Berlin Plastics in plastics product manufacturing. Managing benefits for 770+, 120+, and 110+ participants, respectively, these partnerships underscore the broker's versatility in navigating the complexities of diverse industries. The Benefits Group showcases great proficiency across plastics product manufacturing, automobile dealers, and converted paper product manufacturing industries. Their demonstrated experience with midsize employers further solidifies their position as a reliable partner for businesses seeking tailored and effective benefit solutions. In the dynamic field of insurance brokerage, this office in Milwaukee proves itself as a go-to choice for employers looking for expertise and comprehensive services.