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
Michelle Filler
Director of Client Services
Director of Client Services
Madison Gilstrap
Account Manager
Account Manager
Beth Hamilton
Administrative Tech Specialist
Administrative Tech Specialist
Silvia Hindes
Client Service Advocate
Client Service Advocate
Resources
Employee Navigator (Benefit Administration System) access link.
Contact your Client Service Advocate (CSA) access link
EXPERT EDUCATION
Events and Webinars
Employee Benefits
Navigating Medicare: Educational Webinar
The knowledgeable team at Alera Group is here to help you navigate your Medicare options to ensure you feel confident in your post-65 healthcare coverage.
November 12, 2025 at 12:00 pm CT | Virtual
Sign Up
THOUGHT LEADERSHIP
Insights
Employee Benefits
Legal Alert: Agencies Clarify How Certain Fertility Benefits May be Treated as Excepted Benefits
This alert is of interest to all employers that offer fertility benefits or may be interested in offering fertility benefits in the future.
November 4, 2025
Find out more
Employee Benefits
Legal Alert: IRS Adjusts Health Flexible Spending Account and Other Benefit Limits for 2026
This alert is of interest to all employers that sponsor health FSAs and qualified transit plans, among others.
October 10, 2025
Find out more Employee Benefits
2025 Leave Report: Insights to Guide 2026 Leave Planning
Explore Alera Group’s 2025 Leave Report. Benchmark PTO, parental leave, and holiday policies to strengthen employee retention and recruitment as you plan for 2026 and beyond.
October 1, 2025
Find out more Employee Benefits
Legal Alert: IRS Issues Affordability Percentage Adjustment for 2026
The Internal Revenue Service (IRS) has released Rev. Proc. 2025-25, which contains the inflation adjusted amounts for 2026 used to determine whether employer-sponsored coverage is “affordable” for purposes of the Affordable Care Act’s (ACA) employer shared responsibility provisions and premium tax credit program.
July 23, 2025
Find out more