World is a leading financial services organization that uses its vast resources and industry expertise to empower people to make informed decisions to improve their risk management and financial outcomes. Using data-driven analytics, our advisors innovate new products and solutions tailored to clients’ needs across insurance and bonds, employee benefits, retirement plans, wealth management services, private client services, and payroll & HR solutions. We have advisors in dozens of niche markets, and we cater to specialized industries such as agribusiness, associations, construction, entertainment & recreation, healthcare, hospitality, manufacturing, public/nonprofit, professional services, real estate, retail, self-storage facilities, and transportation. With the backing and expertise of a comprehensive network of specialists, our colleagues build trusted relationships with our clients that deliver real-world results.

Advantage Healthcare Planning, based in New York, NY, stands out as a reputable insurance broker with a specific focus on serving local and regional employers. They are recognized for their expertise in medical and ancillary benefits, catering to the unique needs of midsize employers. Their proficiency is particularly notable in industries such as educational services, foundries, and motor vehicle and motor vehicle parts and supplies merchant wholesalers. A notable aspect of their service is the diverse range of industries they cover. For instance, they have successfully partnered with Auto Mall 46, a prominent player in the motor vehicle and parts supplies merchant wholesalers industry located in New Jersey. This collaboration involves managing benefits for over 440 participants, showcasing their capability to handle large-scale operations. Similarly, their expertise extends to the educational services industry, where they have effectively served The Community School in New Jersey, catering to 100+ participants. Their proficiency is further exemplified in their work with Mcwane, based in the foundries industry in Alabama, managing benefits for 160+ participants. As part of a local brokerage firm, Advantage Healthcare Planning brings a personalized and tailored approach to their services. This local grounding ensures a deeper understanding of the specific requirements and challenges faced by regional employers. Their demonstrated experience with midsize employers highlights their ability to provide customized solutions that align with the specific needs and objectives of each client. Their deep industry knowledge and local expertise make them a valuable partner for employers seeking comprehensive and tailored insurance solutions.

Helping our clients protect their assets for over 100 years. In business and in life, sometimes you just can't see it coming. That's why there's Rue Insurance. We've been helping our clients protect their assets and improve their profitability for over 100 years. Be Ready with Rue is a commitment to help our clients identify potential risks and create a strategy that both reduces these risks and results in greater profitability. By establishing departments that focus on our major risk areas - Business Insurance, Employee Benefits, and Personal Insurance - Rue is able to offer clients a Coordinated Asset Protection (CAP) Program. Our CAP Program will help your organization implement and administer your custom Risk Reduction Plan to Be Ready for that event you just don't see coming.

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.

Nelligan is an Ancillary Benefits center of excellence. Nelligan helps brokers, consultants & carriers navigate Ancillary Benefits with confidence, expertise and efficiency.

CBSI, based in Trenton, NJ, stands out as a noteworthy insurance brokerage, particularly for its adept handling of employer benefits. Characterized as a larger office, this branch of CBSI is part of a local brokerage firm that has established a notable presence in the region. Their expertise shines in catering to both small and midsize employers, demonstrating a keen understanding of the unique needs and challenges faced by these businesses. The team at CBSI Trenton is particularly adept in dealing with industries such as accounting, tax preparation, bookkeeping, and payroll services. Their proficiency is further highlighted by their successful partnerships with top customers like Sax, which operates within the accounting and payroll services sector and has over 140 participants. This showcases their ability to manage complex benefits packages for a sizable workforce. Additionally, CBSI's prowess extends to the healthcare sector, where they have shown great skill in working with health practitioners. A prime example is their collaboration with Reformed Church Home in New Jersey, catering to over 60 participants. This experience underscores their capacity to navigate the intricacies of medical and ancillary benefits, which are critical in the healthcare industry. What sets CBSI in Trenton apart is their deep-rooted understanding of local and regional market dynamics. This local expertise, combined with their broad experience across various industries, makes them a valuable partner for employers looking to navigate the complexities of employee benefits. Their approach is tailored, ensuring that each client, regardless of size, receives dedicated and expert service.

Brown & Brown delivers risk management solutions to help protect and preserve what our customers value most. Our three business segments—Retail, Programs and Wholesale Brokerage—offer a wide range of insurance solutions to businesses and individuals. We are one of the insurance industry’s most powerful and influential leaders, with a strong, deeply rooted cultural foundation built on integrity, innovation, superior capabilities and discipline. The Power of WE ignites our performance, and while diverse and varied in abilities and experience, we are all connected through our core values, a commitment to our local communities and a shared mission—always doing what is best for our customers. Brown & Brown is proud to be certified as a Great Place to Work®, and we are always actively looking for talented teammates who embrace our culture to join our winning team. Find us on the NYSE as BRO.

Beneration helps companies of all sizes manage their employee and benefit data – with the ultimate goal of making the HR and benefits experience flawless. Our proprietary VerifiaBill system helps ensure that companies will never pay an incorrect invoice again. VerifiaBill accurately identifies every billing error on every invoice – whether you have 5 employees or 5,000. Beneration allows HR departments to spend more time focusing on their people and less time on tedious and repetitive processes. Learn more about our invoice consolidation and auditing solutions at beneration.com.

In 1983, Tracy J. Martin founded Martin Insurance Group and today we are one of New Jersey’s leading independent insurance agencies, serving individuals, families and businesses alike. From the beginning, Tracy wanted to establish a different kind of agency where the customer truly comes first. This meant helping residents and businesses with their insurance needs regardless of whether they were a client or not. This philosophy and dedication in providing unparalleled service has benefitted the people and the communities we serve throughout the years. Today, as the next generation of Martins working alongside our father, we have the same commitment to offer responsive and attentive service to prospects and clients. All of us here are proud to say “Hi, I’m Martin”, the place and people you call when you need to purchase or update your insurance, have a question about a policy or a particular coverage, or have a claim that requires the support you expect from your insurance advisor.

Innovative Benefit Planning is an employee benefit planning and financial services company that combines innovation with integrity for companies across the United States. Our people and experience, coupled with sound financial services, have helped thousands of organizations and their employees achieve their employee benefit planning goals and more.

World Insurance Associates is a unique insurance organization offering top products and services from all major carriers, combined with personal service from local professionals. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial planning, retirement planning, and human capital management solutions. Our advisors are experts in their field, and we cater to specialized industries such as transportation, last mile delivery, hospitality, medical, healthcare, self-storage facilities, sports clubs, technology, hedge funds, startups, nonprofits, education, public entity, food and beverage, retail, construction, and manufacturing. Serving more than 200,000 clients, we have offices around the country, so you get attentive service from a local professional who personally knows you and your business and who will work with you to solve your insurance, risk, and HR management challenges. This means you never have to compromise again when it comes to managing and protecting your most important assets—your people and your business.