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Glenn Burdette

Mission Statement Each day we make a personal commitment to go beyond - build deeper relationships, provide innovative solutions, work collaboratively as a team, serve our community, and be active stewards for the future of Glenn Burdette. Commitment to Service Accounting is often called a numbers business, but we view it as a service business. We are deeply committed to serving our clients, who are responsible for our success; our employees, who are the heart and soul of our firm; and our community, where we make our homes, raise our families and participate in activities that enrich our lives. Dedication to Clients Our goal is to go above and beyond for our clients, creatively applying our expertise and experience to meet their individual needs. We help them seize opportunities today, and offer solutions for their challenges ahead. We serve a diverse base of large, middle-market and small owner-managed businesses in a wide range of industries, and we are also proud to serve a number of nonprofit organizations, governmental agencies and individuals. Loyalty to Employees We foster an environment where hard work and client service are rewarded. In 2000, Glenn Burdette became the first CPA firm in California to become employee owned, developing an authentic investment in the professional development and personal success of our team. We believe that happy employees make the most satisfied clients. Involvement in Community Community service is integral to the culture of Glenn Burdette. Our employees serve on local nonprofit boards, and are active in chambers of commerce and service clubs from Santa Maria to Paso Robles.

Midwest Employers Casualty (a Berkley Company)

Midwest Employers Casualty (MEC), a Berkley Company, is a prominent provider of tailored excess workers compensation insurance products for self-insured employers, groups, captives, and insurance companies across the United States. Headquartered in Chesterfield, Missouri, MEC is part of W. R. Berkley Corporation and is recognized for its strong financial stability, with an A+ (Superior) rating from A.M. Best. MEC specializes in excess of loss workers compensation insurance, offering customized solutions that prioritize worker recovery and effective claims outcomes. The company utilizes its proprietary XCEL Analytics® platform, which employs AI for predictive analytics to identify potential large-loss claims and improve claims management. MECs core offerings include self-insured excess coverage, large deductible programs, and excess reinsurance, with a focus on industries such as healthcare. The company is committed to innovation, integrity, and collaboration, ensuring measurable results for its clients.

UNICO Group

UNICO Group is a client-focused insurance broker headquartered in Nebraska. Our consultative and relational approach develops customized solutions for clients all around the nation. At UNICO, we are fueled by our core values: professional, trust, team player and positive. By living our values and providing the best insurance products, service, and support to our clients, we strive to create lasting connections and partnerships. We take pride in our expertise and know trust cant be assumed. It has to be earned. And as we earn it, youll understand that what we value most are relationships. That includes you, your family, and your business; our employees; and the communities we serve. Our team strives to create connections that are personal, compassionate, and fun. UNICO has been awarded some of the highest honors in the industry: - 5-time Best Places to Work in Lincoln, Nebraska (2024, 2023, 2021, 2021 and 2019) - 2022 and 2021 Accident Fund Agency of the Year - 2016 Nationally awarded Top Performing Agency by the Independent Insurance Agents & Brokers of America - 14-time recipient of the Best Practices Agencies in the Country - Best of Omaha 2024 Independent Insurance Agency

Acrisure Re

Acrisure Re is a leading re/insurance intermediary and corporate advisor/broker dealer, offering bespoke and innovative capital, risk, and program solutions. Our expert multi-disciplinary team leverage their combined experience, market data and leading analytics to provide the very best placement and execution strategies. Operating in Bermuda, Florida, Italy, London, Minnesota, New York, North Carolina, Seattle, Toronto and Zurich, our global team of experienced and talented employees are dedicated to driving a sophisticated, tech-enabled future for the (re)insurance industry.

Wisedocs

Wisedocs is an AI powered automation platform that processes and understands medical documents in real time, making it easier for organizations in the insurance industry to evaluate medical claims faster and more accurately. Through Wisedocs, organizations can automatically sort, index, summarize and review messy unstructured medical documents. Our clients today are benefiting from an 85% time reduction and a 55% cost reduction in document reviews.