Your Benefits Connection, headquartered in Phoenix, AZ, operates from a larger office, showcasing a robust presence in the insurance brokerage landscape. With a strong emphasis on serving both local and regional employers, this office has honed its expertise in crafting comprehensive solutions for medical and ancillary benefits. Notably, Your Benefits Connection has established successful partnerships with a diverse array of clients, underscoring their versatility across industries. Among their top clientele are key players such as Driggs Title Agency in the activities related to real estate sector, boasting 60+ participants, Enghouse Interactive in the telecommunications industry with a participation of 280+, and Knight Transportation in the general freight trucking industry, where they serve a substantial 1340+ participants. This impressive client portfolio reflects the breadth of their expertise, spanning activities related to real estate, telecommunications, and general freight trucking. As a part of a local brokerage firm, Your Benefits Connection Phoenix, AZ, leverages collective knowledge and resources to provide tailored solutions. Their demonstrated experience with large employers further solidifies their standing as a reliable partner for businesses navigating the intricacies of employee benefits. Whether addressing the needs of specific industries or catering to the requirements of sizable organizations, Your Benefits Connection exemplifies a commitment to delivering comprehensive and effective insurance solutions.

Benefits By Design, located in Phoenix, Arizona, is a leading provider of employee benefits solutions, specializing in catering to the unique needs of local and regional employers. Their expertise is particularly notable in the medical and ancillary benefits sectors, where they have built a strong reputation for delivering tailored solutions. Key to their success is their deep understanding of specific industries. For example, they have demonstrated considerable proficiency in serving businesses like Kt Fabrication in the foundation, structure, and building exterior contractors industry, and Magnus Title Agency in the professional, scientific, and technical services industry. These companies, with 160+ and 290+ participants respectively, are testaments to Benefits By Design's capability to manage large-scale benefit requirements. What sets Benefits By Design apart is their commitment to personalization. They recognize that each business has unique needs and therefore requires custom-tailored benefit plans. This bespoke approach ensures that the solutions provided are not only comprehensive but also relevant and effective in meeting the specific needs of each client. Their team, led by Kristine Kassel, brings over four decades of experience in the health insurance brokerage industry. This wealth of experience, combined with a compassionate approach, ensures that clients receive not only expert advice but also a caring and supportive service. As a brokerage firm, they offer a wide range of options, allowing them to select the best possible coverage for their clients' needs. Moreover, Benefits By Design positions itself as an outsourced benefits department for businesses, offering a holistic approach to benefits administration. They provide continuous support and advocacy, addressing day-to-day benefits questions and issues, and ensuring that employees fully understand and utilize their benefits. In essence, Benefits By Design in Phoenix is not just an insurance broker but a partner committed to the well-being of its clients' businesses and their employees, offering tailored solutions, extensive industry knowledge, and a personal touch that sets them apart in the market.

Coterie Advisory Group, Inc. is an Arizona-based, insurance program manager and consultative advisor who delivers Affordability-Based Medical Plan Strategies to help benefit brokers and employers in the benefits industry. The founders of Coterie Advisors are comprised of a team of insurance and benefits professionals who since 1990, have dedicated their careers to Affordability-Based Medical Plans. They have held various Leadership and Executive roles at multiple insurance carriers, agencies, and platform administrators. They have decades of experience working with some of the nation’s largest service industry employers and understand the unique needs of a variable hour workforce made up of part-time, hourly, and seasonal employees. Coterie Advisor’s unique and proprietary Affordability-Based Medical Plans (Fundamental Care) include fully-insured limited-benefit indemnity plans, level-funded limited-day plans, MEC, and MVP which solve real-world problems, make a meaningful difference in consumers' lives, and have a track record of being market-leading and market-changing. Their drive has helped thousands of employers and millions of individuals obtain quality, affordable care.

BOK Financial, located in Phoenix, Arizona, stands out as a sizable office within a regional insurance brokerage firm, adept at catering to both small and large employers. This office has carved a niche in the insurance industry, showcasing notable proficiency in working with self-funded clients. Their expertise spans a diverse range of industries, including architectural, engineering, and related services, paint, coating, and adhesive manufacturing, as well as fruit and vegetable preserving and specialty food manufacturing. Their client portfolio is impressive, featuring prominent businesses such as Breckenridge-Wynkoop, a key player in the restaurants and eating places sector, based in Colorado with over 70 participants. Another significant client is Inspirato, from the traveler accommodation industry, also based in Colorado, with more than 870 participants. Additionally, they have successfully serviced Lerch Bates, an enterprise in the architectural, engineering, and related services industry, with over 510 participants. BOK Financial's ability to provide tailored insurance solutions to a wide spectrum of industries and employer sizes, coupled with their extensive experience in handling complex insurance needs, positions them as a go-to broker for employers seeking comprehensive and reliable insurance services. Their strategic approach to client management and industry-specific expertise make them a strong contender for businesses looking to secure robust insurance coverage tailored to their unique requirements.

What makes Lockton stand apart is also what makes us better: independence. Lockton's private ownership empowers its 10,000+ Associates doing business in over 125 countries to focus solely on clients' risk and insurance needs. With expertise that reaches around the globe, Lockton delivers the deep understanding needed to accomplish remarkable results. For 14 consecutive years, Business Insurance magazine has recognized Lockton as a "Best Place to Work in Insurance." Lockton was named among the 2022 Best Managed Companies by Deloitte and the Wall Street Journal, a program that recognizes excellence and honors private companies for their strategy, execution, culture, and financials.