Partner Roundup 2024


Welcome to our Partner Profile Series. Each month, we feature insights and perspectives from HR professionals and consultants working with various clients to address today's most pressing issues.  

This month, we're rounding up our recent Partner Profile spotlights. We've had some great conversations so far this year with some great partners. Check out our Benefit Advisors Network, Assured Partners, and Hylant spotlights. 

Benefit Advisors Network (BAN) 


Benefit Advisors Network (BAN), is a powerhouse in supporting privately held employee benefit brokerage firms to enhance performance and profitability.  

With a focus on growth strategies, proprietary resources, and collaborative learning, BAN empowers its members with services ranging from human capital management to IT and compliance solutions.  

I sat down with Bobbi Kloss, Vice President of Human Capital Management Services, to get insights into BAN's unique approach to vendor vetting, member collaboration, and sustainable business development.  

Discover how BAN drives innovation and meets present and future HR needs through strategic consulting and forward-thinking solutions. 

Read the full post. 

Keep up with BAN on LinkedIn. 


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AssuredPartners is a leading national brokerage firm dedicated to tailored insurance solutions since 2011. With offices across 35 states and two countries, AssuredPartners prides itself on in-depth knowledge, strong carrier relationships, and innovative products.  

I spoke with Kelly Hagan, Regional Vice President of Employee Benefit Operations, who brings over 30 years of industry expertise to empower clients in mitigating risks and achieving business goals.  

Discover how AssuredPartners leverages data and analytics to customize solutions, navigate regulatory complexities, and drive strategic decisions for clients. From wellness initiatives to global risk mitigation, AssuredPartners bridges the gap between traditional insurance and emerging trends like cyberattacks and climate change.  

Explore their commitment to innovation, expertise, and client success, shaping the future of insurance solutions in a constantly evolving landscape. 

Read the full post. 

Follow AssuredPartners on LinkedIn. 


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Hylant strengthens businesses, employees, and communities by focusing on personalized risk management and insurance programs.  

I chatted with Dave Holden, a seasoned Client Executive of Employee Benefits, who brings over 20 years of experience and a data-driven approach to crafting innovative solutions.  

Learn why Hylant stands out with its high-touch service, internal empathy, and smart, compassionate team. Additionally, explore how it implements emerging trends like individual coverage health reimbursement arrangements (ICHRA) into its benefits solutions and the importance of data-based decision-making in healthcare.  

Dive into the Hylant difference and their commitment to empowering clients beyond insurance. 

Read the full post.  

Follow Hylant on LinkedIn. 

Are you interested in becoming a partner? Learn more about PTO Exchange's partnership program. 

Published on Apr 24, 2024 by Dave Sherman

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