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Farmers Union Insurance

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Oakbridge Insurance

Oakbridge Insurance is a prominent independent insurance and risk management agency with over 100 years of experience. Founded with a mission to enhance the insurance industry through community-focused service, Oakbridge combines the flexibility of an independent agency with the resources of a larger brokerage. As of 2023, it operates under Audax Private Equity, providing a range of commercial and personal insurance solutions. The company specializes in commercial property and casualty insurance, employee benefits, surety bonds, personal property and casualty insurance, and risk management services. Oakbridge operates through a partnership model, having expanded from four founding agencies to 13 partner firms by 2022, employing 280 people. The agency fosters a collaborative culture, emphasizing trust and long-term relationships with clients. In 2022, Oakbridge was recognized as a Top 100 Property/Casualty Agency by *Insurance Journal*, highlighting its strong position in the industry.

Everest Discovery LLC

Everest Discovery LLC is a WBENC-Certified Woman Business Enterprise, national eDiscovery, Digital Forensics, and Litigation Support provider, headquartered in Philadelphia, PA with additional team members in the central and western states. Our organization has extensive experience supporting the litigation needs of major corporations and law firms. Through leading technology solutions and experienced personnel, Everest is positioned to support our clients across all phases of the Electronic Discovery Reference Model (EDRM). We believe all successful projects require experienced planning, proactive thinking, and outstanding communication. Our core focus is delivering solutions that bring order to chaos and reduce litigation risk through the implementation of proven workflows and leading technologies. Our approach ensures clients have greater control over external spending by promoting cost transparency and predictability, to effectively manage budgeted and forecasted spending. Everests commitment to information security management is reinforced through our organizations ISO 27001:2013 certification.

Balboa Solutions

We provide seamless, hands-on management and strategic guidance to help you unlock the full potential of your Pendo investment. From setup to optimization, our team ensures cleaner data, stronger engagement, and measurable results for your business.