Our Risk and Benefit Advisors will take the time to understand the needs of your family and/or your business and match the proper coverage to those needs. Part of understanding those needs is also recommending insurance coverage in areas you may not have identified as a potential risk. Once we understand your needs we will use every resource to secure the proper insurance coverage at the most competitive prices available. We only represent companies we feel offer top notch service and claims handling. Whether you need to make an insurance policy change, have a question about billing or need to report a claim our account representatives are the best in business and will handle your request professionally and quickly. Our website is also available 24/7 to accommodate your busy schedule. No matter what your insurance need or question we invite you to experience an exceptional level of customer service.

HUB International, a leading national insurance consultant, operates an office in Waukesha, Wisconsin, catering to a diverse range of clients. With extensive experience in the insurance industry, they specialize in serving self-funded clients, offering tailored solutions to meet their unique needs. Notably, HUB International's Waukesha office has successfully collaborated with Allevity Hr & Payroll, an esteemed employer in the professional, scientific, and technical services sector. Together, they designed a comprehensive self-funding arrangement, including a customized HMO plan and PPO plan, perfectly aligned with the requirements of Allevity's 30-member workforce. HUB International excels in working closely with clients to ensure their satisfaction. They have demonstrated proficiency in managing HMOs and crafting solutions that best suit clients' needs. Additionally, their expertise extends to collaborating with clients and PPOs to create optimal plans for members. HUB International also boasts considerable knowledge in working with pharmacy benefit managers (PBMs) and other specific pharmacy providers. The Waukesha office of HUB International serves a broad spectrum of employers, ranging from large corporations to midsize and small businesses. Noteworthy clients include Alta Resources, Benevolent Corporation Cedar Community, Butler America Aerospace LLC, and Foot and Ankle Specialists of The Mid-Atlantic LLC. Their services extend beyond Wisconsin to encompass California, Ohio, Georgia, Indiana, Florida, Texas, Connecticut, Maryland, Illinois, Missouri, and New York. With an outstanding M Score, HUB International's Waukesha office showcases a wealth of expertise and experience, catering to various client sizes, industries, and insurance products. While they are recognized as one of the top brokerages in the Milwaukee, WI market, it is worth noting that some customers have expressed concerns through lower reviews, suggesting a potential area of improvement that you may want to consider while evaluating potential partners.

Cyganiak Planning, Inc. is a leading provider of employee benefits, life insurance, and retirement planning services.

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.

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 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

M3 is a top insurance broker and risk management firm in America. We’re leaders in the products we represent and the industries we serve. M3’s people are an extension of your team, providing world-class resources to help you manage risk, purchase insurance, and provide employee benefits. And our focus on community builds better places to live and work. For more information on M3, visit m3ins.com.

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.

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

Acrisure is a Fintech leader that operates the world’s fastest-growing, top-10 insurance brokerage. The Company is headquartered in Grand Rapids, Michigan, and employs over 14,000 entrepreneurial colleagues driving innovation across financial services. Under the leadership of co-founder, Chairman and CEO Greg Williams, Acrisure has grown from $38 million to $4 billion in revenue in just over nine years. Acrisure is powered by the best of human and high-tech and offers insurance, reinsurance, real estate, cyber and more solutions to millions of clients around the world. Additionally, Acrisure is committed to social issues such as children’s health and DEI in financial services. Acrisure is a co-founder of Evolution Advisors, a joint venture focused on providing greater access and more effectively distributing insurance products and financial services to minority-owned enterprises. Other co-founders include nine-time NBA All-Star Russell Westbrook, Super Bowl champion quarterback Russell Wilson; and Grammy Award-winning singer/songwriter, Ciara. In our home of Grand Rapids, Michigan, Acrisure provided $15 million to create the Acrisure Center for Innovation in Children’s Health at Helen DeVos Children’s Hospital. Discover more at www.Acrisure.com.

Robertson Ryan & Associates offers medical insurance, voluntary benefits and other services for all sizes of employers in the Milwaukee-Waukesha-West Allis, WI Metro Area. In this region of Wisconsin, health insurance is a very important part of the employer's offer to employees as it is an incentive to those who would otherwise not be able to find employment. A comprehensive employee benefits plan that includes various types of health coverage is a key component. Through a regional partnership with a brokerage firm that has offices throughout the area, Robertson Ryan & Associates provides these key resources to employers throughout Milwaukee region. Robertson Ryan & Associates Milwaukee office has an M Score of 4 out of 5, representing a wide range of experiences. Your employee benefits consultant should provide benchmarking data for your company's workforce. They are highly rated by customers based on their employer reviews. Many customers have left reviews on the quality and service that Robertson Ryan & Associates provides.