We are a unique and innovative retail risk management and employee benefits insurance brokerage and consulting firm founded in San Francisco, California, in 2007 with offices and leadership across the country. EPIC Insurance Brokers & Consultants has a depth of industry expertise across key lines of insurance, including risk management, property and casualty, employee benefits, unique specialty program insurance and private client services. Check out our other links for all things EPIC: https://linktr.ee/epicbrokers.

Tzedakah House LLC, based in New Haven, CT, is a prominent insurance broker with a larger office, specializing in comprehensive solutions for employer benefits. Their substantial expertise in medical and ancillary benefits positions them as a trusted partner for both local and regional employers. Noteworthy clients such as Braxton Manufacturing Co in the machine shops; turned product; and screw, nut, and bolt manufacturing industry with 190+ participants, and Tower Laboratories in the pharmaceutical and medicine manufacturing sector with 270+ participants, underscore their proficiency in diverse industries. Operating within the thriving business community of New Haven, Tzedakah House LLC seamlessly combines local insights with industry-specific knowledge. Their demonstrated experience across pharmaceutical and medicine manufacturing, as well as machine shops; turned product; and screw, nut, and bolt manufacturing industries, showcases a versatile skill set to address the unique needs of businesses in these sectors. As part of a local brokerage firm, Tzedakah House LLC brings the advantages of regional familiarity and a client-centric approach. Their demonstrated experience with midsize employers further emphasizes their ability to tailor benefits solutions effectively, making them a strategic partner for businesses in New Haven, CT, seeking comprehensive and customized insurance options.

Oppenheimer is a 129-year old, Minneapolis-based law firm. It’s a recognized leader in providing practical legal counsel to businesses of all sizes—from start-ups to Fortune 500 corporations. The firm’s core practices include corporate finance, mergers and acquisitions, securities, real estate finance, lending and business litigation, with specialty practices in complex healthcare litigation, employee benefits, intellectual property and labor and employment.

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.

At Risk Strategies, we help our clients protect those things that matter most to them. We help them 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 they can face the future with confidence. We are the 9th largest privately held insurance broker in the US with over 30 specialty practices, 200+ locations, and 5,000 team members (and counting!). We love what we do, and it shows. For five straight years, we were named one of the Best Places to Work by Business Insurance. In 2024, we earned certification as a Great Place to Work. Risk Strategies is an Accession Risk Management Group company, a family of specialty insurance distribution and risk management companies powered by a shared vision of delivering a superior client and employee experience.

Employee Family Protection is not just our name – it’s what we do. We assist employees in protecting themselves and their families with informed benefit decisions. Our clients value their employees benefit enrollment process, therefore, we are committed to offering valuable benefit advisement, cutting edge enrollment and billing technology, administrative support, proprietary billing solutions, and enrollment services to each client as needed. Our clients are assigned a dedicated team of experts equipped for their workforce’s needs before, during, and after the enrollment process. Over the last 43 years our growing staff has been devoted to holding a place as a national leader in the benefit service industry. Employee Family Protection provides innovative solutions for a better benefit experience.

Procyon Partners is an independent, employee-owned financial advisory firm with a dual focus on: • Helping institutions prudently manage the retirement plans, endowments and foundations under their stewardship. • Assisting affluent individuals, families and business owners effectively fulfill their dreams through sensible financial planning, and investment and risk management. We are passionately devoted to providing our clients with the knowledge, experience and support they need to make confident, informed decisions.

Partners Together - Endless Possibilities Hilb Group provides the resources of a big insurance broker and the attentive, personal service of a small agency. Our people are our greatest strength. Our values of trust, passion, integrity and growth drive our actions to benefit every client. Managing Risk Your risk profile doesn’t matter – Hilb paints a very wide portrait. We have more than 30 industry specialties, which gives our clients and brokers a unique advantage. We form enduring partnerships to get the best results every time, and work with the top insurers to provide a huge range of high-quality choices, matched exactly to your needs. About Hilb Group Founded in 2009, Hilb Group is a Top 25 middle market independent insurance broker. Hilb Group offers expertise in property & casualty, employee benefits, and retirement services to business and individuals throughout the nation.

Operating in the vibrant city of New Haven, CT, Tri State Union Benefit Corp is a distinguished insurance brokerage specializing in comprehensive employer benefits. With a strategic focus on medical and ancillary offerings, this office emerges as a trusted ally for both local and regional employers seeking tailored solutions to meet their workforce needs. Tri State Union Benefit Corp showcases its expertise across industries, exemplified by notable clients like Cenveo Worldwide Limited in the information sector. This partnership, serving over 1710 participants, highlights the broker's proficiency in navigating the intricacies of the information industry, showcasing a nuanced understanding of diverse business landscapes. As a crucial component of a local brokerage firm, Tri State Union Benefit Corp seamlessly integrates industry insight with personalized service, ensuring that clients receive comprehensive and effective benefits solutions. The office's commitment to excellence is evident not only in its diverse client portfolio but also in its demonstrated experience in addressing the unique needs of both local and regional employers. For employer benefits buyers in New Haven, Tri State Union Benefit Corp stands out as a reliable partner, offering a blend of local understanding, regional expertise, and a proven track record in optimizing medical and ancillary benefits for businesses in the dynamic landscape of Connecticut.

Welcome to Kona! Our group of dedicated professionals are focused on one thing-- you and your organization’s success! At Kona, we go the extra mile to deliver tailored results by working closely with you and your team. We offer sound guidance based on decades of experience in professional consulting and corporate environments. Kona Consulting Group LLC is a licensed human resources consulting, employee benefits and property & casualty insurance brokerage firm providing leading-edge advice, practice solutions and financial focus to organizations of all sizes. Kona has a particular expertise and specializes in starting up as well as managing the human resources, payroll and insurance functions for hedge funds and private equity firms globally. Kona is dedicated to providing you and your team with the highest level of service and to building strong, value-driven relationships to enhance your business operations around the world.

Pro Insurance Agency, Inc's New York, NY location stands out as a robust hub within their network, showcasing a considerable footprint in the insurance brokerage landscape. Operating from a larger office, the team possesses extensive knowledge of the local and regional employer landscape, specializing in tailoring comprehensive medical and ancillary benefits packages. One of their notable strengths lies in their expertise across diverse industries, with a focus on pharmaceutical and medicine manufacturing, as evidenced by their successful partnerships with key players like Bli International. Furthermore, their proficiency extends to the architectural, engineering, and related services sector, exemplified by their collaboration with Premier Infrastructure & Energy, a company boasting 180+ participants. Noteworthy is Pro Insurance Agency, Inc's dedication to catering to businesses of varying sizes, showcasing adeptness in serving midsize and small employers alike. Their demonstrated track record with entities such as Friendly's Restaurants Co in Texas, with a substantial workforce of 680+, attests to their ability to navigate the unique challenges of the restaurants and eating places industry. As a crucial component of a local brokerage firm, this office leverages collective expertise and resources to provide tailored solutions. Their commitment to understanding the intricacies of different industries positions them as a valuable partner for employers seeking comprehensive and customized insurance solutions in the competitive landscape of New York, NY.