Corporate Synergies is a national insurance and employee benefits brokerage & consultancy. We deliver strategies that control costs, relieve administrative burdens and mitigate risk. Our benefits & insurance experts develop a deeper understanding through established listening posts in all areas of our competencies, fueling our ability to better execute. We have won numerous awards and are recognized for our level of service and innovative programs. Corporate Synergies has also been designated as a Business Journal “Top Places to Work” company. We operate nationally from five U.S. locations, including our headquarters in Camden, New Jersey; and regional offices in New York City; Melville, New York; Bethesda, Maryland; and Orlando, Florida. Corporate Synergies | 1.877.426.7779 | www.corpsyn.com

Established in 2017 (ICAI FRN: 032326N). Firm is multifaceted medium sized CA firm offering a broad spectrum of services to its diverse clientele in the field of Audit and Assurance, Tax Advisory Services (Direct and Indirect Tax), Virtual Accounting and Bookkeeping Services, Corporate Advisory and Risk and Transaction Advisory. The growth, is mainly attributable to our unwavering attention on the quality of service we offer and the emphasis we put on constant up gradation of our capabilities. We also owe our success to our being able to build over a period of time a well-knit team of highly competent professionals dedicated to offering the best of services to all our clients.

RHSB (Roach Howard Smith & Barton) is an independent insurance broker providing insurance solutions to companies, families, and individuals. Passionate, knowledgeable, and insightful commercial and personal insurance professionals with offices in Dallas and Fort Worth. Local roots with a Global Reach. North Texas partner of Assurex Global, an exclusive Partnership of the most prominent independent agents and brokers in the world. With $35 billion in annual premium volume and more than 650 Partner offices, Assurex Global is the world’s largest privately held commercial insurance, risk management, and employee benefits brokerage group. Assurex Global’s combination of local expertise and global reach helps you navigate the changing insurance landscape with confidence. Our mission is to passionately understand and protect our clients'​ assets, interests and dreams. Offices in Dallas (972) 231-1300 and Fort Worth (817) 332-1313

ClarkAdamson Insurance, based in Dallas, Texas, presents itself as a comprehensive solution provider in the insurance sector. This larger office location demonstrates a deep commitment to serving local and regional employers, particularly in the areas of medical and ancillary benefits. The firm boasts significant expertise in a variety of industries, with a notable emphasis on the steel product manufacturing sector. Their top clients include Ba-Ker Tankhead in the steel product manufacturing from purchased steel industry, Fx5 Construction & Excavation in the specialty trade contractors industry, and Superior Machining Fabrication in the general purpose machinery manufacturing industry, all based in Texas and having 100+, 220+, and 250+ participants, respectively. This Dallas office of ClarkAdamson Insurance stands out for its ability to cater to the specific needs of midsize employers. It offers a wide range of high-quality employee benefit programs, tailored to meet the unique demands of each business it serves. The firm ensures its clients have access to every insurance carrier in the market, enabling the construction of optimal benefits programs that align with each organization's goals. Furthermore, ClarkAdamson Insurance places a strong emphasis on innovative tools and technology. Clients working with this office gain access to customized client portals, specifically designed for their organization and industry. These portals include features such as benefit administration systems, bilingual enrollment support, consolidated billing, stewardship reports, call center enrollment, and enrollment guides. This technological approach allows clients to manage their employee benefits more efficiently and effectively. Additionally, the firm is highly committed to helping clients navigate complex regulatory landscapes. They provide essential tools and resources for compliance with the Affordable Care Act (ACA), ERISA, and other changing compliance requirements. This includes support in HR, OSHA logs, various reporting requirements, and the generation of employee handbooks and learning management systems. In summary, ClarkAdamson Insurance in Dallas is a robust and technologically advanced insurance broker, providing a wide array of services and expertise to midsize employers across various industries, with a particular focus on medical and ancillary benefits.

The Gooden Agency's Dallas, TX location stands out as a formidable player in the insurance brokerage landscape, boasting a larger office that serves the needs of local and regional employers with a particular focus on medical and ancillary benefits. With a proven track record, this agency exhibits significant expertise in catering to midsize employers, demonstrating their ability to navigate the intricacies of the insurance landscape for businesses of varying sizes. One of the key strengths of the Gooden Agency in Dallas is their extensive experience in activities related to the real estate industry, exemplified by their collaboration with prominent clients such as Msi Acquisitions. This partnership involves over 130 participants, showcasing the agency's capacity to manage and optimize benefits programs for sizable organizations in the real estate sector. As an integral part of a local brokerage firm, the Gooden Agency leverages its local connections and industry insights to provide tailored solutions. Their commitment to excellence is evident in their comprehensive approach to employer benefits, ensuring that clients receive top-notch service and customized insurance solutions. In the dynamic landscape of insurance, the Gooden Agency in Dallas is a reliable partner for employers seeking expertise, personalized attention, and a proven track record in the realm of employee benefits.

Compensation Strategies Group, located in Dallas, TX, stands out as a prominent local brokerage firm specializing in employer benefits. With a focus on medium-sized businesses, this larger office has cultivated a reputation for its deep understanding and expertise in meeting the unique needs of local and regional employers. Their proficiency particularly shines in the realms of medical and ancillary benefits. At the heart of their success are their top-tier client relationships across various industries. Notably, they serve Hull Associates, a key player in the building finishing contractors industry, providing benefits for over 440 participants. This demonstrates their capability to handle complex benefit requirements for a sizable workforce. In the specialty trade contractors sector, they support Mine Services, catering to the needs of more than 150 participants. This reflects their adaptability and understanding of diverse industry needs. Further showcasing their industry versatility, Compensation Strategies Group also excels in serving companies like Rattikin Title Company in the activities related to the real estate industry, managing benefits for around 80 participants. This diverse client base highlights their broad expertise, especially in sectors like real estate, building finishing contractors, and educational services. Overall, this Dallas-based office of Compensation Strategies Group is a robust choice for midsize employers seeking a knowledgeable and experienced partner in navigating the complexities of employee benefits. Their local insight, coupled with a broad industry reach, makes them a valuable asset for businesses aiming to provide comprehensive benefits to their workforce.

INSURICA, established in 1959, is a family-owned business comprised of independent retail insurance agencies, program administrators, and risk pool managers that specialize in core industries and business disciplines and share their expertise with the entire group. This unique structure provides INSURICA customers with unparalleled access to the most unique coverage and risk management expertise available, all delivered through a local agent relationship. From construction to healthcare, energy to education and beyond, our industry-specific knowledge and extensive experience gives us valuable insight into your rare and often challenging needs.

We offer a unique combination of personalized, confidential enrollment assistance, year-round benefits guidance, and benefits administration technology. Optavise unifies three of CNO’s existing Worksite brands (DirectPath, Web Benefits Design, and PMA USA) into a single go-to market brand. Optavise serves nearly 20,000 businesses and employers that include small- and medium-sized businesses and Fortune 100 companies. CNO Financial Group, Inc. (NYSE: CNO) acquired DirectPath in early 2021.

For years, Wellspring Insurance Agency, Inc. has been helping people find the right insurance coverage — and get the most for their healthcare dollars. If you’re ready to compare popular plans online, get your free quotes now. If you’d like to talk about your options, please contact us. Our service is free, and it doesn’t stop once you purchase a plan. You’ll get our expert advice and help through every step of owning an insurance policy.

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.