Forum was founded in Greenville, SC in 1999 as Palmetto Benefit Management, an independently owned insurance agency specializing in employee benefit planning and administration. We expanded to Charleston, SC in 2009 and Atlanta, GA in 2015.
In 2014, Forum became the first, and only, SC member of Benefit Advisors Network (BAN), a national association of best in class independent benefit consulting firms. This affiliation allows us to bring national resources such as Legal & Compliance, Actuarial & Reinsurance, Captives, Data Analytics & Benchmarking, HR Administration & Technology, and Wellness & Total Health Management. Additionally, due to our aggregated size (2.5 million covered lives), we offer proprietary products and preferential pricing to our clients not seen elsewhere in the marketplace.
In January of 2017, Forum joined 23 other entrepreneurial insurance and financial services companies across the United States to form Alera Group, an employee benefits, property/casualty, risk management and wealth management firm with approximately $158 million in revenue. The new firm has more than 750 employees serving more than 20,000 clients in 40 U.S. based offices across 15 states.
On December 2, 2017, Forum purchased the employee benefits division of Walker Higgins Associates out of Spartanburg SC. We will continue to run that office out of their current location to service the Spartanburg area.