Carolinas Insurance & Investment Group has served the insurance and investment needs of individuals and businesses of the Carolinas and beyond since 1990. Offices located in Rock Hill & Simpsonville, SC. Watts Huckabee leads a team of highly skilled and dedicated insurance and investment professionals that work with individuals, families and businesses to help them make the best decisions for their circumstances. This allows you and your company to focus on what you do best, while allowing our insurance and investment team to do the research for you to provide options that make sense, are affordable, and provide you the results and returns you deserve. We handle the details and become your advocate. If insurance is your need, Carolinas Insurance & Investment Group will discuss with you your corporate and individual needs and shop the market to provide you with competitive options, plans, rates and creative packages to suit your current demands. We will then review your plans annually, and provide recommendations based on changing circumstances in your business, home and the economy. Our services extend to seniors as well sharing advice on what Medicare supplement fits their individual needs, analyze which Part D prescription plan holds co-pay cost at a minimum, estate planning that maximize assets passed to their heirs, and long-term care planning. If you are a business owner and need to explore Business Continuation Planning on how best to transition your business to another family member, a current partner, an employee or others after you retire or pass away; Carolinas Insurance & Investment Group will walk you through the best practice processes and then introduce you to a business attorney to draft a plan that meets your long range continuation goals.

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.

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.

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.

Fulcrum Risk Solutions is an independent, full-service brokerage firm dedicated to providing holistic risk management and insurance strategies to our clients. We foster organizational stability by implementing tailor-made population health management programs. By focusing on the physical and emotional wellbeing of your employees, we can help improve morale and drive down healthcare costs. Our consultative approach is founded on honest exchanges with our clients, and the relationships we build with them are at the heart of our business. We seek to make the complicated world of risk exposure simple so your organization can focus on doing what it does best.

Fulcrum Risk Solutions is an independent, full-service brokerage firm dedicated to providing holistic risk management and insurance strategies to our clients. We foster organizational stability by implementing tailor-made population health management programs. By focusing on the physical and emotional wellbeing of your employees, we can help improve morale and drive down healthcare costs. Our consultative approach is founded on honest exchanges with our clients, and the relationships we build with them are at the heart of our business. We seek to make the complicated world of risk exposure simple so your organization can focus on doing what it does best.

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.

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.

Founded in 1980, Gibson & Associates was built on a heritage of integrity, leadership, and excellence, and that rich tradition continues today. In fact, we still insure the first three clients we wrote the first year we opened our doors and throughout the years, our overall client retention is 96%.We have offices in Columbia, Greenville, and Sumter, and are licensed with every insurance company writing business in South Carolina. We specialize in group medical insurance and related products, and currently represent more than 900 businesses throughout the state.

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.