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.

Click2Bind Insurance, based in San Diego, California, is a highly rated local insurance broker known for its exceptional customer service and expertise. With a focus on serving clients across Kansas, this office has earned a stellar reputation for its commitment to client satisfaction. One notable example of their excellent work is their partnership with CalCon Mutual Mortgage, a prominent employer in the nondepository credit intermediation industry with 230 members. Click2Bind Insurance collaborated closely with CalCon Mutual Mortgage's HR and finance team to devise a self-funding arrangement and a specially tailored HMO plan. This personalized solution effectively addressed the unique needs of CalCon Mutual Mortgage's members. Leveraging their extensive experience in the nondepository credit intermediation sector, Click2Bind Insurance consistently delivers tailored insurance solutions that meet the specific requirements of their clients. Specializing in serving midsize employers, Click2Bind Insurance has established a strong foothold in the industry. Their in-depth knowledge and expertise enable them to provide comprehensive insurance services to businesses across various sectors within the nondepository credit intermediation industry. Clients of Click2Bind Insurance benefit from their commitment to personalized service, reliable guidance, and innovative solutions. With their dedication to exceptional customer care and specialized expertise in the nondepository credit intermediation field, Click2Bind Insurance is the go-to insurance broker for businesses seeking comprehensive insurance coverage and reliable advice.

BRP is now The Baldwin Group! We’ve updated our name to reflect our unified group of talented teams across the country. The Baldwin Group is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance. Since our founding in 2011, we’ve evolved from a local business into a national firm with a vast network of specializations and industry practices for the benefit of our more than two million clients across the country. In addition, we have built excellent relationships with a wide range of insurance company partners. These relationships, coupled with our entrepreneurial and family-oriented culture, and deep expertise enable us to seamlessly deliver a breadth of innovative solutions to clients. At The Baldwin Group, we help provide the solutions our clients need to have confidence and gain peace of mind as they pursue what’s possible for themselves, their families, and their businesses. Whether they are renting their first apartment or buying a larger home, opening a small business or taking their company public, we offer solutions to support them on every step of their journey. This has been our story since the beginning—we provide the indispensable expertise and quality insights that give our clients peace of mind to pursue their purpose, passion, and dreams. And that’s what The Baldwin Group will continue to do for years to come: we protect the possible.

Pacific Standard Insurance Services Inc. designs, implements and administers employee benefits programs for employers of all sizes. Through our leveraging of technology, and our high touch customer service, Pacific Standard brings a positive experience to the employee benefits space.

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.

Ranked among the top three spots for growth due to acquisition in the property & casualty (P&C) space, Leavitt Group stands as one of the top privately held insurance brokerages nationwide. With an extensive network of 250+ locations across 27 states, Leavitt Group's agencies offer a distinctive advantage with local ownership, delivering a personalized and consultative approach to commercial insurance, employee benefits, and personal insurance needs. With over 70 years in the insurance industry, Leavitt Group brings national strength and local trust to the communities and clients they serve. As one of the top privately-held insurance brokerages in the nation, we bring you the national resources, expertise, problem-solving skills, and key insurance company and underwriting relationships that will result in an effective risk management and employee benefits strategy. Our agencies provide a broad range of insurance services, including: - Business Insurance - Group Employee Benefits - Industry Programs - Personal Insurance To learn more about our company, visit www.leavitt.com.