Benefit Advisors Network helps shareholders of privately held employee benefit brokerage firms improve their performance and profitability through proven growth strategies, proprietary resources, enhanced operating efficiencies, and learning and sharing knowledge.

Rancho Mesa Insurance Services, Inc. is a commercial insurance brokerage providing risk management solutions to dynamic organizations throughout the United States. Operating as an independent insurance agency, Rancho Mesa brings over 35 years of professional insurance experience to our clients. Our core commitment is to be a trusted business partner and client advocate while delivering comprehensive and innovative products and services.

Member Benefits, Inc., a subsidiary of Business Planning Concepts, Inc. is a full-service insurance and financial services organization specializing in the design, marketing, and administration of professional affinity group and association member benefit programs. As a licensed Third Party Administrator, Member Benefits has national expertise in: Programs Development Association/Affinity Group plan installation Negotiation of substantial discounts, exclusive services, and underwriting concessions Billing and Collection Services Claims Administration Marketing & Programs Communication Policy Issuance Customer Service Member Database Management Member Benefits clearly understands its objective to support association and professional affinity group clients by providing customized insurance products and employee benefit plans to their individual members.

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.

The Center for Health Care Rights is a nonprofit that helps older adults, people with disabilities, and their caregivers in Los Angeles County navigate Medicare and get the health care they need. As the official Health Insurance Counseling and Advocacy Program (HICAP) for LA County, thousands of residents turn to us every year for free, unbiased, and easy-to-understand information about Medicare. Our local employees and volunteers are trained advocates. They provide easy-to-understand information about your Medicare and Medi-Cal benefits.

Patriot is a national agency specializing in Employee Benefits, Property & Casualty and Personal insurance solutions. Backed by growth equity investors GI Partners and Summit Partners, Patriot is among the fastest-growing insurance services firms in the United States.

Based in Orlando, Florida, AssuredPartners stands as a global frontrunner in the insurance brokerage landscape, with special expertise in industry-specific insurance solutions for both businesses and consumers. We offer a comprehensive range of services, including commercial insurance, risk management, and employee benefits. As strategic advisors in the insurance domain, our unparalleled expertise empowers us to deliver tailor-made solutions designed to meet the unique needs of our clients. With a team of over 10,000 professionals, we serve clients from strategically located offices across North America, England, Ireland, Belgium, and Scotland. Committed to building strong, long-lasting relationships, we foster an environment of trust, transparency, and mutual respect with our partners. This ethos is encapsulated in our guiding principle: Power through Partnership. For further information, please visit www.assuredpartners.com.

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.