Mountcastle Insurance is a privately owned, independent insurance agency with offices in Lexington, Mount Airy, and Winston-Salem, NC. Our agency has provided insurance services in the Triad since 1890 serving commercial, group benefits, and personal lines clients. We work with our clients on insurance placement, risk management, and claims administration. Mountcastle won the Big "I"'s Best Practices Agency award as a Top Performer in both 2022 and 2023. Named the 2022 Keystone Partner of the Year in North Carolina, the agency was also honored as a Premier Agency for Keystone in 2023. The Triad Business Journal's 'Fast 50' recognized Mountcastle as one of the fastest-growing private companies in the region for multiple years.

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.

ACS Benefit Services, founded in 1982, came from the realization that there needed to be better benefit solutions and health plans available in the marketplace. Since then, ACS has grown to be a leading third-party administrator by focusing on the future of the industry, creating long-term solutions and predicting the benefit administration needs of our employer groups. At ACS Benefit Services, we are focused on one thing – providing the best benefit services in the market to our clients. Employers from coast to coast, large and small, national and local, all depend on us to understand their complex benefit needs and deliver the ideal benefit solutions for their employees, uniquely specific to their industries. At ACS, we are committed to investing in the future – your future. We research and seek out emerging technology to stay ahead of the curve and bring you state-of-the-art data analytics and cost containment solutions in this ever-changing market. We are continually expanding our portfolio to provide new products, services and solutions to ensure that you’ll have the benefits that make you an employer of choice and simultaneously, increase both your employee retention and recruitment of leading candidates.

BURCHFIELD INSURANCE GROUP is an employee benefits firm based out of 60 Union Street South, Concord, North Carolina.

Located in the heart of Charlotte, NC, the Justice-Crews Insurance Agency stands as a prominent and larger office, offering comprehensive insurance solutions tailored for employers of all sizes. With a robust track record, this agency has proven expertise in catering to the unique needs of self-funded clients, establishing themselves as a reliable partner for local and regional employers alike. The agency's diverse clientele includes renowned names such as CV Industries, a textile mills industry leader with over 160 participants; Peoples Bank, a depository credit intermediation giant boasting 110+ participants; and Rhf Investments, a key player in the furniture and related product manufacturing sector with an impressive 1020+ participants. Specializing in the furniture and related product manufacturing, textile mills, and depository credit intermediation industries, Justice-Crews Insurance Agency brings unparalleled knowledge to the table. As part of a local brokerage firm, they differentiate themselves by seamlessly navigating the insurance landscape for midsize, large, and small employers. This demonstrated experience positions them as a go-to resource for employer benefits buyers seeking a seasoned partner in the dynamic world of insurance in Charlotte.

USI is one of the largest insurance brokerage and consulting firms in the world, delivering property and casualty, employee benefits, personal risk, program and retirement solutions to large risk management clients, middle market companies, smaller firms and individuals. Headquartered in Valhalla, New York, USI connects over 10,500 industry-leading professionals across approximately 200 offices to serve clients’ local, national and international needs. USI has become a premier insurance brokerage and consulting firm by leveraging the USI ONE Advantage®, an interactive platform that integrates proprietary and innovative client solutions, networked local resources and enterprise-wide collaboration to deliver customized results with positive, bottom-line impact. USI attracts best-in-class industry talent with a long history of deep and continuing investment in our local communities. For more information, visit usi.com.

Integra Employer Health is a trusted local insurance broker situated in Charlotte, North Carolina. With a remarkable presence in this area, they have demonstrated their expertise by partnering with McGill Associates, P.A., a prominent employer in the architectural, engineering, and related services industry. Collaborating closely with the HR and finance team, Integra Employer Health successfully established a tailored self-funding arrangement and a PPO plan to cater to the unique needs of McGill Associates, P.A.'s 100 members. Renowned for their proficiency in assisting self-funded employers, Integra Employer Health has garnered extensive experience in this field. They diligently serve a diverse range of clients, including large and midsize employers such as Culp Inc, Ingles Markets, LeithCars.com, and McGill Associates, P.A. Their services extend beyond North Carolina, reaching clients across California and Texas. Integra Employer Health excels in delivering comprehensive solutions, earning them a remarkable M Score. Their wealth of experience and deep understanding of various industries positions them as a leading authority in sectors such as automobile dealers, grocery, and convenience retailers. Located in Charlotte, North Carolina, Integra Employer Health's dedicated team is committed to providing exceptional insurance brokerage services. They continue to leverage their knowledge, industry connections, and client-focused approach to meet the distinct needs of employers across a wide range of sizes and sectors.

Our clients, our teammates, and our communities have been the pillars of Homeowners Financial Group since our founder and CEO, Bill Rogers, started the company in Arizona in 2004. Each pillar is represented in our initials: H is for Homeownership F is for Family G is for Giving Back Today, we have branches across the country, and we’re more focused than ever on our “why.” MISSION We exist to improve the lives we touch. People are the reason for everything we do and achieve. VISION To be the benchmark for excellence in the U.S. mortgage industry by valuing the successes of our employees and elevating our clients and their communities. VALUES At Homeowners we are: H - Honorable - We approach everything we do with the highest ethics and integrity. O - Open - Our leaders are always accessible, communicate openly to our people, and welcome their input and ideas. M - Motivated - Our people are driven to excel and our compensation plan rewards results. E - Empowered - Our leaders provide our people with the tools they need to be successful. O - Owners - Our people are self-directed and accountable for making their own decisions. W - Winners - Our leaders lead by example, position our people to win, and instill confidence in them so we can achieve great things together. N - Noble - We value our customers as our highest priority and understand our mission is to best serve their needs and goals. E - Encouraged - Our people are encouraged to use their unique talents to apply their personal stamp on their areas of expertise. R - Recognized - Our people are appreciated and awarded for the quality of their work and dedication. S - Service-Minded - We maintain an awareness of the needs of our communities and an ongoing commitment to service. You’ll want to work here because everything is designed to position you for maximum success. You won’t want to work anywhere else because of our culture. Once you experience it, you’ll see how special it is in our industry.

HPB Insurance Group's Greensboro, NC office stands out as a prominent player in the insurance brokerage landscape, boasting a substantial team and notable expertise in employer benefits. With a keen focus on medical and ancillary benefits, this larger office caters to a diverse clientele, showcasing particular prowess in serving local and regional employers. What sets this branch apart is its extensive experience in collaborating with midsize employers, a testament to their nuanced understanding of the unique needs and challenges faced by businesses of this scale. Operating within the furniture and related product manufacturing industry, HPB Insurance Group has successfully partnered with Davis Furniture Industries, a key player in North Carolina, providing comprehensive coverage for over 180 participants. Additionally, their impact extends to the individual and family services sector, exemplified by their successful collaboration with Depaul Community Resources in Virginia, serving a workforce of 130+ participants. As part of a local brokerage firm, HPB Insurance Group leverages its community connections to provide tailored solutions. The office's notable expertise spans industries such as furniture and related product manufacturing, as well as individual and family services, reinforcing their adaptability and comprehensive approach to employer benefits.

What makes Lockton stand apart is also what makes us better: independence. Our private ownership empowers our 12,500+ Associates doing business in over 140+ countries to focus solely on clients' risk and insurance needs. With expertise that reaches around the globe, we deliver the deep understanding needed to accomplish remarkable results.

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement & wealth, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With over 15,000+ colleagues and 300+ offices across the United States and Canada, MMA combines the personalized service model of a local consultant with the global resources and expertise of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC). MMA generates more than $5 billion in annualized revenue, making it one of the largest brokerage operations in North America.

Watson Insurance Agency's Charlotte, NC office stands out as a prominent player in the insurance brokerage landscape. Situated in a spacious location, this larger office serves as a testament to the agency's commitment to providing comprehensive coverage and stellar service. With a focus on catering to both local and regional employers, Watson Insurance Agency has amassed considerable expertise in serving a diverse clientele. The agency boasts a remarkable track record in handling self-funded clients, showcasing their proficiency in navigating the complexities of insurance solutions. Noteworthy examples of their prowess include collaborations with industry leaders such as Cheyenne International L L C, a tobacco manufacturing giant with 110+ participants, Farris Fab & Machine in steel product manufacturing with 140+ participants, and Gaston Family Health Services, a significant player in the individual and family services sector with 520+ participants. Watson Insurance Agency's strength lies in its in-depth knowledge of key industries, including steel product manufacturing from purchased steel, tobacco manufacturing, and individual and family services. As a part of a local brokerage firm, this office brings a personalized touch to insurance solutions, leveraging the resources of a broader network. Having demonstrated expertise in catering to midsize and small employers alike, Watson Insurance Agency's Charlotte office stands as a reliable partner for businesses seeking tailored and effective insurance solutions in the dynamic landscape of employer benefits.