We help employers design benefits programs that resonate with their employees. With over 100 combined years of benefits experience, we provide strategic guidance and expertise to business and HR leaders on relevant topics, ensuring alignment to business objectives. With us, you come first.

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.

We can’t be all things to all people, but we are always determined to be reliable partners who work hard to find answers that enhance outcomes. NFP, an Aon company, is an integrated organization of consultative advisors and problem solvers. We provide expertise to help companies and individuals address their most significant risk, workforce, wealth management and retirement challenges. The value we deliver is driven by the proactive collaboration, diverse perspectives and grounded ambition of more than 7,700 colleagues in the US, Puerto Rico, Canada, UK and Ireland. We serve a diversity of clients, industries and communities through our global capabilities and solutions. Together, we put people first, prioritize partnerships, solve problems and continuously advance a culture we’re proud of.

Higginbotham is a single source solution for insurance, financial and HR/employee benefits services. The employee-owned firm was established in 1948 and ranks by revenue today as the nation’s 21st largest independent insurance brokerage. Based in Fort Worth, Texas, Higginbotham serves businesses and individuals through locations across the nation. The firm specializes in tailoring programs to meet each client’s unique needs, and in standing by those programs with their Day Two Services®, which provide proactive customer support through the life of each policy. Higginbotham is a values-driven firm that strives to be family to employees, accountable to clients, teammates to carriers, and generous to communities.

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.

Dick Carr & Associates, situated in Austin, Texas, is a distinguished insurance brokerage firm specializing in serving local and regional employers. With approximately 14 years in operation, this organization primarily engages in the insurance agents and brokers sector. It's estimated to generate about $135,919 in annual revenues and employs around six people at this location. The firm has shown notable expertise in catering to midsize employers, particularly excelling in the specialized freight trucking industry. A testament to their capability is their significant work with Coastal Transport Co., a specialized freight trucking company in Texas, which includes over 170 participants in their plans. This description of Dick Carr & Associates highlights its strong local presence, industry-specific expertise, and successful track record with midsize employers, making it a viable choice for employers seeking medical and ancillary benefits in the Austin, TX area.

Witting & Miller's San Antonio office is a prominent player in the insurance brokerage landscape, specializing in employer benefits with a keen focus on medical and ancillary coverage. Renowned for their local and regional expertise, this office caters to the unique needs of employers in the vibrant Texas business environment. Their client portfolio boasts a diverse range of companies, with a notable example being St Jude's Ranch For Children Texas Region. In the community food and housing, emergency, and relief services industry, Witting & Miller collaborates closely with this organization, which serves over 250 participants. This office prides itself on being an integral part of a local brokerage firm, reinforcing their commitment to the community and understanding of the specific challenges faced by businesses in the region. Drawing on their wealth of experience, Witting & Miller in San Antonio excels in tailoring comprehensive insurance solutions that align with the dynamic demands of their clients. With a proven track record of delivering value to employers, they navigate the complexities of the insurance landscape with finesse, ensuring that businesses can confidently navigate the intricacies of employee benefits.

Situated in the heart of San Antonio, TX, The Mund Group, LTD, is a prominent insurance broker with a larger office committed to providing comprehensive benefits solutions for local and regional employers. With a strong focus on medical and ancillary benefits, this office distinguishes itself as a valuable resource for businesses in need of strategic guidance. The Mund Group, LTD's client portfolio includes industry leaders such as Boggus Motor Company II in the automobile dealers sector and Valley Telephone Cooperative in the telecommunications industry. These partnerships, featuring participant counts ranging from 180+ to 260+, showcase the broker's versatility in navigating diverse industries and delivering tailored benefits solutions to organizations of varying sizes. As part of a local brokerage firm, The Mund Group, LTD, is deeply embedded in the San Antonio business community. Their demonstrated experience with midsize employers underscores their adaptability and commitment to providing effective benefits solutions. With expertise spanning telecommunications and automobile dealers industries, The Mund Group, LTD, stands as a reliable partner for employers seeking comprehensive and tailored benefits solutions aligned with the specific requirements of their businesses.

The Nitsche Group is an independent insurance agent grown locally in hometown hospitality. From the beginning, our goal has been to help people protect what they’ve worked hard to build: their businesses, their homes, their families and their dreams. Today, our services reflect our heritage with personalized products tailored to the individual needs of each client.

Lion Street is a leading national financial services company comprised of over 200 independent Firms that specialize in design and planning for high-net-worth and corporate clients. Each Firm is carefully selected, held to the highest ethical standards, and approved by an Executive Committee. Lion Street headquarters are located in Austin, Texas, with over 100 employees that support our Firms by providing the intellectual capital and resources needed to grow each Firm. Securities, including variable products, offered through Lion Street Financial, LLC, member FINRA, SIPC. Investment advisory products and services offered through Lion Street Advisors, LLC, an investment advisor registered with the SEC. Lion Street Financial, LLC and Lion Street Advisors, LLC are affiliated companies of Lion Street, Inc., and none provide tax or legal advice. This information is not a recommendation to purchase any product or service. Investors should discuss their specific situation with their financial professional.

TCOR Management is a Texas-based firm tracing its evolution as an organization back to 1972. From our offices in New Braunfels and Beeville, Texas, we provide risk management and insurance services to clients in various countries. Risk is inherent in business. Those businesses that manage risk succeed and flourish; those that don’t flounder and fail. At TCOR we believe sound risk management requires an enterprise-wide approach that integrates innovative yet sound risk management methods into all aspects of business from human resources to operations to asset management. Our Goal • To be a point of value for our clients not just a point of sale • To be a great, not good, organization in our industry • To be a fun-loving, family-oriented, risk-taking, innovative work-place Our Passion • Helping business owners succeed • Maintaining long-term relationships with our clients, companies and coworkers • Managing insurance and risk, not just placing policies Our Focus • More resources focused on fewer clients • Re-invest client resources into client solutions TCOR Management’s Ideal Client • Seeks value through innovative solutions and professional relationships • Employees 25+ individuals and generates $1,000,000+ in revenue • Views employees as important assets • Practices good corporate citizenship • Understands the importance of risk management • Values TCOR as a trusted advisor • Will partner with TCOR to proactively manage their Total Cost of Risk

With more than 40 years of experience, BenefitMall works with brokers and carriers to deliver efficient, secure, digital benefits solutions. More information about the company is available at www.benefitmall.com