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JENPALE LLC - LOUISVILLE, KY
JENPALE LLC - LOUISVILLE, KY
JENPALE LLC - LOUISVILLE, KY
Louisville, Kentucky
Jenpale LLC is a full-service employee benefits firm that finds innovative solutions for companies of all sizes. Jenpale LLC specializes in health, life, disability, dental, and vision insurance.
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TRUCORDIA (FORMERLY PCF INSURANCE SERVICES) - AZ
TRUCORDIA (FORMERLY PCF INSURANCE SERVICES) - AZ
TRUCORDIA (FORMERLY PCF INSURANCE SERVICES) - AZ
Gilbert, Arizona
Trucordia is comprised of top-talent who are well-versed in cutting-edge technologies, methodologies, and strategies and are intrinsically tied to the supportive, team-oriented culture that drives Trucordia. Our nationwide team harnesses the power of Trucordia’s strong market relationships, data-driven strategies and shared services approach to deliver more robust, competitive solutions for our clients. It’s All About Relationships It all started with a vision to design a brokerage that put service at the forefront — a spirit that defines Trucordia. The strategic blueprint for Trucordia is centered on relationships. It includes investing in the success of our partners, team members, clients, carriers and shareholders. The Trucordia model invites entrepreneurship, bolsters resources and aligns partners through equity ownership. Today, Trucordia is continuing its growth trajectory and includes more than 140+ businesses across the country. Our relationships with national and regional carriers provides enhanced market access for partners, who can access an ever-expanding network of industry-leading talent, skills and resources that drive value for our clients.
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RISK STRATEGIES - MOUNT PLEASANT, WI
RISK STRATEGIES - MOUNT PLEASANT, WI
RISK STRATEGIES - MOUNT PLEASANT, WI
Mount Pleasant, Wisconsin
Discover the difference of our specialist approach. We’re here to help you see the way forward in a complex world with specialty insight, practical advice, and custom insurance with a vast network of specialists in Property & Casualty, Employee Benefits, Private Client, as well as Consulting Services, and Financial and Wealth Management solutions. We are a different kind of insurance brokerage – bringing a strategic, holistic, specialist approach to our clients, so you can face the future with confidence. We love what we do, and it shows. We’ve been recognized as a best place to work for the past five years, and we’re excited about our future. Risk Strategies family is a diverse organization with multiple solutions and specialties. We use a variety of tools including risk transfer, risk retention, consulting, purchasing programs, and alternative risk products to help clients find the most efficient use of capital to succeed in their mission. Risk Strategies is the 9th largest privately held insurance broker in the US with over 30 specialty practices providing: • Property & Casualty • Employee Benefits • Private Client Services • Consulting and Actuarial Services • Financial and Wealth Services
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UBF CONSULTING
UBF CONSULTING
UBF CONSULTING
Walnut Creek, California
About UBF Consulting UBF is a leading employee benefit and human resources consulting firm. We provide consulting solutions that manage risk, optimize talent, and transform organizations to become great places to work. The idea of UBF was borne out of a vision to represent the best interest of our clients and advise them on how to meet their human capital management needs through benefit and human resource strategies. What UBF Can Do for You Save Money UBF’s proprietary solutions optimize health plans with improved $0 deductible benefits, patient navigation to the best doctors and hospitals, pharmacy rebates, and near-site or on-site care. With a baseline savings that are often below current costs, our trends are more than half of typical industry trend. Save Time UBF’s solutions and employee benefit concierge service combine AI technology with a personal touch. Employees can elect to manage their plans through a mobile-ready application or they can call a UBF team member for personalized assistance. Expand Resources UBF provides in-house Human Resource solutions that are practical, focused on best-practices, and positions your organization to achieve success. A team of nationally recognized legal experts who ensure compliance in every facet of employment law also supports us. Create Great Places to Work UBF’s integrated benefits, population health and human resource solutions are geared toward helping companies create great places to work. Our programs and systems are evidence-based and help companies develop engagement, positivity, resilience, loyalty, and trust with their workforce. What Makes UBF Different Differentiator #1: We are a Health Rosetta Advisor As a Health Rosetta Advisor UBF helps organizations design and implement health benefits plans that are cost-effective, sustainable, and focused on improving the quality of care for employees. The Health Rosetta is a blueprint for health benefits that aims to address the inefficiencies and high costs of traditional healthcare systems. Health Rosetta Advisors use a set of principles and best practices to guide employers in transforming their health benefits strategies. These principles include: • Transparent and Accountable Healthcare • Aligned Incentives • Value-Based Purchasing • Employee Empowerment Differentiator 2: Proprietary Solution Set Most plan sponsors are stuck in the never-ending spiral of health plans that continue to deliver 5-8% annual increases. UBF’s solutions seek to end health insurance trend because they are configured to help members find the best possible care at the lowest possible cost. These solutions not only result in improved benefits but better healthcare outcomes. Differentiator 3: Master Level Consultants UBF consultants have worked for or represented Fortune 500 companies and well-known names like Mattel, Union Bank, and Bekins. These committed advisors are actively involved with both setting the strategy and seeing it through. And most importantly, our team is passionate about seeking solutions that serves the best interest of our clients.
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MYLO
MYLO
MYLO
Kansas City, Missouri
Digital agency Mylo is an industry leader in providing benefits to businesses with 50 or fewer employees. With both national and regional carrier markets, Mylo connects companies across the country with plans that fit budgets, safeguard employees and offer easy online enrollment. Compare and adjust plans online in minutes. Whether you’re setting up benefits for the first time or need a partner to advise you on the right package for your growing workforce, Mylo’s dedicated advisors and benefits technology can find the best solution in your state. Mylo offers options from leading A rated carriers that include major medical, dental and vision, life, disability, accident and more. Building on 50+ years of expertise, Mylo also offers a full range of insurance products and can help business owners find customized business insurance too.
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CRISP INSURANCE ADVISORS (ALERA GROUP) - NEW YORK, NY
CRISP INSURANCE ADVISORS (ALERA GROUP) - NEW YORK, NY
Somerville, New Jersey
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.
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STERN INSURANCE GROUP - CHICAGO, IL
STERN INSURANCE GROUP - CHICAGO, IL
Chicago, Illinois
We are redefining the role of your benefits broker! Founded in 1987, Stern Insurance Group, Inc. has been built on a tradition of integrity, industry leadership, and experience successfully growing to become one of the largest independent insurance brokers in the Country. We understand the changing needs of our clients so we have invested in the resources to ensure we deliver thoughtful strategic planning, valuable professional services and technology-based solutions that result in complete customer and employee satisfaction. Our sole focus is on employee benefits including the following products: medical dental, life, vision, corporate sponsored healthcare benefits, pensions, life insurance for investment funding, buy and sell agreements and key persons, disability insurance for group and individual needs, retirement products, and an extensive line of individual insurance products. “We’re not satisfied with business as usual. The fact is, any insurance agent can get you a quote. We think employers deserve more so we invest in the resources to ensure their success. Our clients complete satisfaction is our sole focus."​
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TRANSTAR INSURANCE BROKERS, INC. - PHOENIX, AZ
TRANSTAR INSURANCE BROKERS, INC. - PHOENIX, AZ
TRANSTAR INSURANCE BROKERS, INC. - PHOENIX, AZ
Phoenix, Arizona
Transtar Insurance Brokers, Inc. is a privately held insurance broker headquartered in Phoenix, Arizona. Established in 1963, Transtar provides a modern approach to specialized commercial insurance, risk management, and employee benefits nationwide. Our leadership and expertise in the industry comes from having a diverse team, a unique vision, and a passion to innovate. We strive by being an organization of knowledge, one that is consistently staying informed on the ever-changing insurance landscape. Our goal is to move forward, one smart idea at a time - while providing security. By utilizing technology and operating with passion, we have created an insurance experience both pleasurable and purposeful. Our high performing team is focused on providing the highest quality services to our clientele.
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ALERA GROUP - DENVER, CO
ALERA GROUP - DENVER, CO
Denver, Colorado
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.
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FIRST SOLUTIONS INSURANCE SERVICES - BAKERSFIELD, CA
FIRST SOLUTIONS INSURANCE SERVICES - BAKERSFIELD, CA
FIRST SOLUTIONS INSURANCE SERVICES - BAKERSFIELD, CA
Bakersfield, California
First Solutions Insurance Services is a comprehensive, independent insurance agency located in Central California. We have built our reputation on a high standard of dedicated service, professionalism and commitment to educate and empower our clients. Our office provides superior support and competitive advantages to our clients by offering business insurance solutions including individual, employer paid and voluntary plans. Today, First Solutions Insurance Services is led by a team of seasoned managers having over 50 years of combined experience in strategy development and execution. First Solutions Insurance Services has specialized in the most sophisticated insurance plan designs and possesses expertise in the following markets: -Medical -Dental -Vision -Life -Long-Term Disability -Short-Term Disability -Long-Term Care -Individual Life and Disability Programs -Medicare Health Plans -Individual Long-Term Care Plans -Wealth Transfer for Individuals and Businesses -Personal and Business Insurance -Non-qualified Executive Compensation and Benefit Planning 4550 California Ave. STE 150 Bakersfield, CA 93309 (661) 325-3005 www.kernhealth.com CA LIC. # 0E22502
Medium
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ALERA GROUP - OXNARD, CA
ALERA GROUP - OXNARD, CA
ALERA GROUP - OXNARD, CA
Oxnard, California
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.
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MEMORIAL FINANCIAL SERVICES - HOUSTON, TX
MEMORIAL FINANCIAL SERVICES - HOUSTON, TX
Katy, Texas
Memorial Financial Services Corp. is an independent, family owned firm. Established in 2000, we are a full service Employee Benefits and Estate Planning brokerage with a heavy focus on customized long term, cutting edge strategies aimed at keeping our clients at the forefront of an ever evolving industry, in the most cost effective manner possible. Areas of expertise include comprehensive employee benefits packages, including traditional and non-traditional health insurance options, ancillary coverages such as dental, vision, life and disability income insurance. Also, available are worksite coverages such as accident, cancer, critical illness and hospital indemnity policies. We work with a large range of exclusively "A rated"​ carriers to ensure that you're getting the high quality coverage that you deserve, at a price point that is affordable to your company. Our Estate Planning services are focused on using some fairly common as well as other non-traditional vehicles to address a wide range of needs, including survivorship, wealth accumulation, protecting businesses using buy/sell agreements, and minimizing tax liability during retirement years.
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