Insurance Office of America (IOA) is the fourth largest privately held insurance brokerage in the United States. Founded in 1988, IOA is a recognized leader in providing property and casualty, employee benefits, and personal lines insurance and risk management solutions as well as insurtech innovation. Headquartered in Longwood, Florida, part of the greater Orlando community, IOA has more than 1,300 associates located in over 60 offices in the U.S. and United Kingdom. For more information, visit www.ioausa.com.

Dealer Insurance Services (DIS) Is a full service benefits agency that has been serving Southern Californian families, small business owners, and large corporations since 2006. Our dedicated team focuses on bringing you well rounded and reliable coverage for each of your insurance needs. DIS offers a variety of services. Our specialty is employee health, dental, vision, life, and long term disability benefits. We have teamed up with strategic partners to bring you a variety of other services: - Garage Packages - Workers Compensation - Commercial (general liability, EPLI, errors & omissions, property, crime) - Personal Lines (home, auto, individual health, travel, umbrella) - Payroll services - 401k - Compliance assistance (ERISA, ACA Reporting, COBRA, 1094 & 1095, 5500 filing) DIS was founded on the principle that the success of any business hinges on the relationships that built it and the ones that kept it moving. Each of our agents are dedicated to understanding your individual needs and providing unparalleled service to ensure that your business and employees are well cared for. Trust, communication, honesty, sharing a common purpose, and maintaining a positive attitude and outlook are all key ideas that DIS bases its agency around. We're committed to making a positive difference and designing unique solutions to fit your company's needs. After all, insurance is a service industry that would be nothing without its clients -- we only succeed when you succeed! Our agency was originally built to cater the automotive industry, however our wonderful team has expanded and branched into servicing a variety of industries. We are committed to servicing all types of local businesses throughout Southern California and providing exceptional service every step of the way. Contact us today: info@dealerinsuranceservices.net 949.305.0338

Panorama is a full-service insurance intermediary providing customized property and casualty insurance, health and benefits, and wealth and retirement solutions for businesses and individuals nationwide. We deliver integrated, tailored, and fully vetted insurance strategies based on your unique needs, including your risk tolerance, overall business plans, and long-term investment goals. In addition, Panorama offers an affiliation option tailored to your needs and objectives that can help you effectively build the practice you envision. Whether you’re looking for access to products, competitive economics, greater control over expenses, an opportunity to broaden your service offering and grow your client base — or a combination of these — we are here to deliver. Our leadership team has an average of 25 years of experience at top insurance firms and is backed by a high-caliber group of successful entrepreneurs and insurance experts. We work with an extensive network of vendors from diverse industries and bring best practices from multiple disciplines including investment banking, real estate, private equity, savings and tax, human resources, and accounting. The result: innovative solutions that protect your assets and support your success–now and in the future.

At Heath Benefit Partners, we help entre­pre­neurs provide custom-fit employee benefit programs that save money, while more effec­tively meeting the needs of your people. We’ve developed a propri­etary strategic planning process combining technology-based analysis tools and benefit-focused experience and insight, to deliver the best possible program for your unique benefit needs. We know you’re passionate about your business. You’ve sacri­ficed a lot to get it where it is today. As entre­pre­neurs ourselves, we know how important it is to protect one of your most important assets…your people. We also under­stand the value of using a quality benefit plan to recruit, retain, and reward your employees.. We take the concept of being “client-focused” to the next level. We consider ourselves partners with every client who places their trust in us, providing unpar­al­leled customer service through our knowl­edgeable, friendly staff, and bringing more than 22 years of specialized experience in a diverse range of benefit plans. Our promise? We’ll match your passion and dedication when it comes to protecting your business’ bottom line and your people with the right benefits.

Morgan & Franz is dedicated to providing quality benefit programs with competitive pricing. We wish to establish a successful partnership with our clients, staff and carriers that respect the goals of each party. We want to be seen as a value to our clients and our community. Morgan & Franz Administration is dedicated to providing quality benefit programs with value pricing. We wish to establish a successful partnership with our clients, staff, and carriers that respect the goals of each party. Morgan & Franz Administrative Services - As many employee benefit plans have highly technical aspects and require a lot of time and difficulty administering. By using Morgan & Franz Administrative Services we take the processing and technical aspects off your hands, providing a more cost effective alternative then managing these administrative responsibilities in house. We want to be seen as a value to our clients and our community by offering customization and flexibility tailored to each customer and client’s needs in the following areas: Third Party Administration Services, Data Processing, Benefits Administration, and more.

PERSONAL*BUSINESS* HEALTH* LIFE INSURANCE We are a full service insurance agency providing insuranace solutions the will aim to protect you in the event of a loss. Our agency was founded in 2010. Rachelle Withers, who has been a licensed insurance professional since 1996. Prior to starting Withers Insurance Services, Rachelle worked as a top insurance producer for a medium sized agency for over 12 years and also served as Insurance Director for another agency for another 2 years. As a result of over 14 years in the insurance profession our agency been able to obtain appointments with some of largest and most respected carriers in the nation. Withers Insurance Services serves the needs of California, Arizona, and Nevada.

Insurance Office of America (IOA) is the fourth largest privately held insurance brokerage in the United States. Founded in 1988, IOA is a recognized leader in providing property and casualty, employee benefits, and personal lines insurance and risk management solutions as well as insurtech innovation. Headquartered in Longwood, Florida, part of the greater Orlando community, IOA has more than 1,300 associates located in over 60 offices in the U.S. and United Kingdom. For more information, visit www.ioausa.com.

Foundation Risk Partners is one of the fastest growing insurance brokerage and consulting firms in the United States. Through acquisition and organic growth, we continue to expand throughout all regions with a specific growth strategy that ensures a complementary mix of industry expertise, coverage, specialized services, location, values and cultural fit. The team at Foundation Risk Partners is driven to seek new levels of success for our partners, while providing superior results for our clients.

EOI Service Company is a national benefits communication and enrollment firm that brings 40 years of experience to the design, communication, and enrollment of core and voluntary benefits and other value-added services. EOI communicated and enrolled the first-ever employer sponsored universal life plan in 1979 at Harris Bank, Chicago’s third largest bank. EOI also implemented the first micro-computer worksite benefit enrollment, the first combined universal life and term plan, and the first universal life with long term care rider plan. We expanded into the areas of benefit statement enrollments and core benefit enrollments in the late 1990s and currently offer state of the art technology in these areas. Today, EOI excels in the following areas: - Expert evaluation of the voluntary benefit market - Electronic core/voluntary benefit enrollments - Custom-designed electronic and print communication campaigns - Creation and distribution of total compensation statements - Coaching employees to appropriate medical plan options - On-boarding of technology platforms - Dependent eligibility audits - Replacement of existing non-performing voluntary benefit programs Our scope of operation is national with roughly half of our business coming from the eastern United States and half from the western United States. We are active in enrollments that include one-on-one on-site employee counseling, call center enrollments, and self-service programs. EOI is appointed, licensed, and represent clients in all 51 jurisdictions with regional offices in California, Colorado, Illinois, New York, and Texas.

IAG Insurance Services is an Independent Insurance Brokerage offering a full compliment of insurance and insurance related products and services throughout the United States. IAG’s core philosophy and belief about the business of Insurance, is this: TRUST what your current broker tells you is covered IS actually covered… but VERIFY this to be true.