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Forté takes pride in bringing flexibility and variety to the table.

Through our comprehensive, strategic approach, we guide Customers towards the assurance that their plans are compliant under ERISA, Federal Mandates and PPACA Healthcare Reform.

Our approach allows Customer to benefit from an extensive array of resources including:

  • UBA National Director of Compliance
  • Ongoing Compliance Alerts, Communication & Training
  • Turnkey Process for ERISA Compliance Reporting (SAR, SMM, Form 5500, Wrap Documents)
  • Proprietary Process to Prepare for DOL Compliance Audits
  • Comprehensive PPACA Health Care Reform Compliance

The complexity of today’s world and the high demand to meet extensive regulatory compliance requirements can be overwhelming, to say the least. We know there is no one size fits all solution to individual insurance needs.

We believe that taking a future-focused, customized approach to your coverage is the only way to do things. We don’t want to just sell you a product, we want to develop a relationship so that the solutions we offer can meet the unique needs you have in your life. Our job is to provide you with all available options and give you the power to make your own choice.


The industry has gotten complicated. With an ever shifting landscape, keeping up can be exhausting and trying to plan ahead can seem daunting.  Introducing the 360° Perspective™ blueprint process. A strategic conversation that gives an employer the almost ‘crystal ball’ advantage.

Gain A 360° Perspective™ Into Your Tomorrow

Forté has a drive to be in the service of others at all times. Your smile makes us smile. Creating value for our Customers in innovative, cutting edge ways produces invaluable experiences for ourselves and our Customers.

Understand How ROR™ Produces Meaningful Outcomes