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.

Dochterman Insurance Services, Inc., nestled in the bustling city of Los Angeles, California, stands out as a distinguished local brokerage firm specializing in employer benefits. This location is renowned for its deep understanding and expertise in serving local and regional employers, primarily focusing on medical and ancillary benefits. Their proficiency is particularly notable in the aerospace product and parts manufacturing industries, a sector where they have established a significant foothold. One of the most prominent examples of their client portfolio includes Acromil, a major player in the aerospace industry based in California. With over 250 participants, Acromil's partnership with Dochterman Insurance Services showcases the firm's capability to handle complex benefit needs for a large workforce. This partnership underscores their ability to provide tailored solutions that align with the specific demands of the aerospace manufacturing sector. Dochterman Insurance Services' proficiency extends beyond just a single industry. They possess a broad spectrum of expertise across various sectors, particularly those that mirror the dynamic industrial landscape of Los Angeles. This versatility ensures that they can cater to a diverse range of clients, adapting their services to meet the unique requirements of each industry they serve. For employers in Los Angeles seeking a knowledgeable and experienced insurance broker, particularly in sectors like aerospace manufacturing, Dochterman Insurance Services, Inc. presents a compelling choice. Their local roots, coupled with their extensive expertise, make them an invaluable partner for businesses looking to navigate the complexities of employee benefits.

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.

CDS Insurance Services, based in Los Angeles, CA, is a prominent insurance brokerage office known for its significant expertise in catering to local and regional employers. As a part of a local brokerage firm, this larger office has established itself as a specialist in providing medical and ancillary benefits. Notably, CDS Insurance Services demonstrates a strong capability in serving both midsize and small employers, showcasing a versatile and adaptive approach to diverse business needs. This office's client portfolio is impressive, featuring top customers such as Advanced Fresh Concepts Corporation, a key player in the grocery and related product merchant wholesalers industry, with over 460 participants. This indicates their proficiency in managing large-scale insurance needs. Similarly, they effectively serve clients like California Commercial Pools and Mercury Plastics, both in the professional, scientific, and technical services industry, with 50+ and 40+ participants respectively. These collaborations reflect their agility in handling varied industry requirements with precision. CDS Insurance Services also exhibits extensive knowledge across multiple sectors, including grocery and related product merchant wholesalers, and computer and peripheral equipment manufacturing industries. This breadth of expertise highlights their ability to navigate the unique challenges and demands of different industries, ensuring tailored insurance solutions for each client. Overall, CDS Insurance Services in Los Angeles stands out for its comprehensive understanding of local and regional business landscapes, combined with its capacity to deliver specialized insurance services to a broad range of industries and employer sizes. This makes them a noteworthy option for employers seeking reliable and expert insurance brokerage services.

Kessler Alair Insurance Services, Inc., based in Riverside, CA, distinguishes itself as a trusted insurance broker with a proven track record in serving a diverse range of clients. With a strategic focus on employer benefits, this office location brings a wealth of experience to the table, particularly in working with self-funded clients. Their expertise extends to supporting local and regional employers, showcasing a commitment to understanding and addressing the unique needs of businesses in the area. One notable aspect of their success lies in their collaboration with prominent companies, including the esteemed Spears Manufacturing Company in the plastics product manufacturing industry. Managing a substantial participant base of 760+, Kessler Alair Insurance Services, Inc. has showcased its proficiency in catering to the specific requirements of large-scale enterprises. What sets this office apart is its in-depth knowledge and specialization in the plastics product manufacturing sector. Their adept understanding of the industry nuances positions them as a valuable partner for businesses operating in this field. As part of a local brokerage firm, they bring a personalized touch to their services, ensuring tailored solutions for each client. With a demonstrated history of working with large employers and a commitment to excellence, Kessler Alair Insurance Services, Inc. in Riverside stands out as a reliable and knowledgeable insurance partner for businesses seeking comprehensive and customized employer benefit solutions.

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.

ISU Insurance Services of Colorado is Colorado oldest full service insurance agency, established in 1882.

Full service insurance brokerage providing insurance products and risk management services for Property and Casualty, Employee Benefits, Wealth Management, Workers Compensation, Private and Personal Risk Management, General and Automotive Liability, Surety Consulting and Brokerage, Specialized Programs and more.