Greenville, SC

    About Us

    Forum was founded in Greenville, SC in 1999 as Palmetto Benefit Management, an independently owned insurance agency specializing in employee benefit planning and administration. 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 $1.3 Billion in annual revenue. Alera Group has grown to over 5,000 employees in over 220 local offices and is now one of top 10 independent brokerage firm in the US.  

    As a local office partner for Alera Group, we bring national resources such as Legal & Compliance, Actuarial & Reinsurance, Captives, Data Analytics & Benchmarking, HR Administration & Technology, and Wellness & Total Health Management to our local clients.  In January 2024, Forum rebranded to Alera Group to capitalize on our commitment to Collaboration.

    Meet Our Team

    Resources

    Employee Navigator (Benefit Administration System) access link.

    Contact your Client Service Advocate (CSA) access link

    EXPERT EDUCATION

    Events and Webinars

    Employee Benefits

    HIPAA Privacy and Security Overview

    Join our compliance experts for an overview of HIPAA’s Privacy and Security Rules. During this webinar, we'll review the different types of entities subject to HIPAA, take an in-depth look at protected health information (PHI), individual rights under HIPAA and what to do when there is a breach of PHI.

    April 11, 2025 at 01:00 pm CT | Virtual

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    Employee Benefits

    Balancing Cost and Care: Could a Captive solution be the right fit for you?

    In this session, our experts will discuss how Captive solutions work and what you need to consider for your own group’s needs.

    April 17, 2025 at 01:00 pm CT | Virtual

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    Employee Benefits

    Q2 2025 Quarterly Compliance Webinar

    Alera Group's quarterly employee benefits compliance roundup will help you stay current on the latest national regulatory developments impacting employers.

    May 6, 2025 at 01:00 pm CT | Virtual

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    THOUGHT LEADERSHIP

    Insights

    Employee Benefits

    Webinar: Is Captive Insurance the Right Solution for Your Business?

    Join Alera Group on Thursday, April 17, for "Balancing Cost and Care: Could a Captive solution be the right fit for you?", a webinar on self-insuring to reduce group Medical Insurance costs and other business expense. Our experts will discuss how Captive solutions work and what you need to consider for your own group’s needs.

    April 3, 2025

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    Employee Benefits

    Benchmarking’s Role in Voluntary Benefits Program Design

    Alera Group’s Employee Benefits team recognizes that workforce composition varies from business to business, from industry to industry, from region to region. And, at a time when the U.S. workforce is more generationally diverse than ever before, the needs and priorities of one generation can be very different from those of another. This is where voluntary benefits — also known as supplemental, workplace or optional benefits — become so vital to an organization’s offerings strategy. Alera Group’s "Healthcare and Employee Benefits Benchmarking Reports" take an in-depth look at the benefits businesses provide, the options they offer and the strategies they use to manage costs.

    March 31, 2025

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    Employee Benefits

    HIPAA Webinar: Required Training and Valuable Refresher

    Whether meeting federal training requirements or simply refreshing their knowledge base, professionals whose role includes HIPAA administration will benefit from participating in Alera Group’s annual HIPAA Privacy and Security Overview, a one-hour webinar scheduled for Friday, April 11.

    March 27, 2025

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    Employee Benefits

    Getting the Most From Your Voluntary Benefit Offerings

    Join Alera Group on Thursday, March 20, as we present the next in our Engage series of webinars, "Maximizing Impact: The Value of Voluntary Benefits for Today’s Workforce."

    March 6, 2025

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