Forum

Forum is an insurance agency in Greenville, SC. The agency specializes in employee benefit planning and administration, as well as property, casualty, risk management, and wealth management services. Serving local clients with a 5.00 rating, the firm provides specialized solutions including actuarial services, alternative risk solutions, and claims advocacy and management.

Originally founded in 1999 as Palmetto Benefit Management, the agency has operated as an independently owned business in Greenville for decades. In 2017, the firm joined Alera Group, a large national network of entrepreneurial insurance and financial services companies. As a local office partner, the team utilizes extensive national resources, such as data analytics, benchmarking, HR administration technology, and wellness management, to support their clients. Their service offerings include the Alera Group Coverage GPS, which provides a visual snapshot of insurance programs to help identify coverage gaps and simplify the renewal process.

Forum is located on S Main St in Greenville.

The agency is recognized for providing thorough and well-documented information to its clients, ensuring they have the necessary insights to manage their insurance programs effectively. Their commitment to professional excellence is reflected in their specialized approach to risk mitigation and their dedication to helping businesses protect their bottom line.

Through a combination of local expertise and national resources, Forum provides comprehensive insurance and benefit solutions to the Greenville community.

Services:

• Employee Benefits Planning and Administration
• Property and Casualty Insurance
• Retirement Plan Services
• Risk Management
• Wealth Management