Lockton's Portland, OR office stands as a beacon of expertise in the insurance brokerage realm, catering to the diverse needs of local and regional employers. With a specialized focus on medical and ancillary benefits, this office brings a wealth of knowledge and experience to the table. At the heart of their success lies a roster of esteemed clients, showcasing their prowess in serving industries such as lessors of real estate and automobile dealers. Notable examples include Holland Residential, a key player in the lessors of real estate sector based in WA, boasting a participation pool exceeding 970. Another standout client is Price-Simms Management, a prominent force in the automobile dealers industry headquartered in CA, with over 350 participants. Part of a national insurance brokerage firm, this Lockton location seamlessly blends local insight with the robust resources of a larger entity. This synergy allows them to deliver tailored solutions, staying at the forefront of industry trends and regulations. Whether navigating the complexities of lessors of real estate or addressing the unique needs of automobile dealers, Lockton's Portland office emerges as a trusted partner, committed to optimizing employer benefits with a personalized touch.

Valley Insurance Professionals is a highly regarded local insurance broker, conveniently situated in Salem, Oregon. With a strong focus on serving midsize employers, they have established themselves as a trusted partner in the insurance industry. One notable success story from this office is their collaboration with SEIU Local 503, OPEU, a prominent employer in the educational services sector comprising 160 members. Valley Insurance Professionals demonstrated their expertise by working closely with SEIU Local 503, OPEU's HR and finance team, providing tailored insurance solutions that met their unique needs. This achievement exemplifies the depth of their knowledge and their ability to deliver exceptional service to clients in the educational services industry. Not limited to a single employer, Valley Insurance Professionals serves clients across Oregon, offering comprehensive insurance services. Their office in Salem has become a go-to destination for employers seeking top-notch insurance solutions. Clients consistently praise Valley Insurance Professionals for their excellent customer service and expertise, as reflected in their stellar reviews. With their extensive experience in the educational services sector and their commitment to delivering personalized solutions, Valley Insurance Professionals has established themselves as a trusted partner for businesses in Oregon. Whether it's providing coverage for midsize employers or partnering with organizations like SEIU Local 503, OPEU, Valley Insurance Professionals continues to deliver outstanding results, earning the trust and loyalty of their clients.

Montgomery & Graham, Inc., nestled in the heart of Salem, Oregon, stands as a beacon of trust and expertise in the realm of employee benefits. With a dedication to serving the local community, they offer tailored solutions that prioritize the well-being of both employers and employees alike. Their approach is characterized by a blend of professionalism and personalized care, ensuring that each client receives the attention and support they deserve. From comprehensive health insurance plans to retirement savings options, Montgomery & Graham, Inc. guides their clients through every step of the benefits process with clarity and integrity. With a client roster that includes esteemed institutions like Willamette University, their reputation for excellence speaks volumes. Businesses of all sizes turn to Montgomery & Graham, Inc. for their unmatched expertise and commitment to delivering results. In a world where employee benefits can be complex and daunting, they are the trusted allies that businesses rely on to navigate the landscape with confidence.

PCF Insurance Services in Portland, Oregon, boasts a substantial and experienced team within its larger office. Specializing in working with self-funded clients, they offer invaluable insights into stop-loss and limit strategies, as well as a nuanced understanding of pharmacy costs and comprehensive HR consulting. With a focus on midsize and small employers, this broker has demonstrated expertise across various industries, including nursing and residential care facilities, bakeries and tortilla manufacturing, and home health care services. Notably, PCF Insurance Services has successfully served clients such as Aks Engineering & Forestry, a prominent player in the architectural, engineering, and related services sector with over 350 participants. Eshraghi Nurseries, a leader in greenhouse, nursery, and floriculture production, relies on PCF's services with its 150+ participants. Additionally, Grand Central Baking Company, a key player in bakeries and tortilla manufacturing, trusts PCF with its 120+ participants. As part of a regional insurance broker firm, PCF Insurance Services in Portland stands out for its demonstrated prowess in catering to the unique needs of diverse businesses. Whether navigating the complexities of larger corporations or providing tailored solutions for smaller enterprises, this office is a reliable partner for employers seeking comprehensive insurance services in the Pacific Northwest.

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.

Aldrich, formerly known as AKT, is a Top 100 regional firm of advisors, independent Certified Public Accountants and business consultants providing tax, accounting, business advisory, valuation and employee benefit consulting services to private, public and nonprofit organization. Serving clients throughout the west from locations in Oregon, California, and Alaska. We specialize in a variety of industries including healthcare, manufacturing, construction, telecommunications and electric utilities, public sector, agribusiness, privately held growth oriented and emerging companies among others. The members of our team possess a combination of hands-on industry expertise, essential technical qualifications and certifications, and a passion for helping clients achieve their goals.

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.