The  Forté Difference.


The Forté difference means that our family of experts are always collectively engaged in supporting our clients.  We set the bar at delivering exceptional with everything we do. This passion for exceptionalism in service is core to our client relationships.  This combined with the national strength and wisdom from our partners at United Benefit Advisors® delivers unmatched differentiation in the marketplace.

As a UBA Partner Firm, we will work with you to analyze your benefits needs, prioritize your goals, and provide you with technology tools that streamline costs and improve benefits packages. With the shared knowledge and expertise of Forté’s team members and thousands of other UBA benefits professionals, Forté Benefits can meet the needs of any size business.

Why United Benefit Advisors®?

United Benefit Advisors® is a Partner-owned alliance of more than 140 premier independent benefit advisory firms with more than 200 offices throughout the U.S., Canada, and the U.K.

Since 2002, UBA Partner Firms have combined their collective power and coordinated resources to obtain the most competitive rates and enhanced employer services through a sea of insurance carriers and technology providers. By collaborating with more than 2,200 experienced benefits professionals, UBA Partner Firms deliver ideas, expertise, and best-in-class solutions that positively impact employers and make a real difference in the lives of their employees and families.

A Trusted, Proven Relationship.

To be part of UBA, Partners must have a proven track record of financial success, experience, and integrity. UBA Partner Firms strive to be the most trusted and most reliable benefits experts in their individual market. As a combined group, UBA’s annual employee benefit revenues rank it as one of the five largest employee benefit brokerage organizations in the United States.

As a UBA Partner firm, we provide you access to time and money-saving tools to help your business. Forté Benefits provides clients with access to sophisticated, actuarially developed tools that deliver employers necessary information to manage plan costs and help your business find the best and most cost-efficient employee benefit plans.

An advantage of independent, local UBA Partner firms is our ability to offer personalized service and assistance in designing the custom benefits packages that work in your local market. Having access to UBA’s shared wisdom and national survey data allows Partner Firms to be aware of local and national trends to always be on the lookout for the most innovative ways to solve employee benefit challenges. As a national organization, Partner Firms can create unique benefits packages for companies that have locations in multiple states and can help employers who are relocating or expanding.

Employee Benefit Centers

EBCs are online portals that can keep your employees informed about their benefits and save you time, money and energy. EBCs can provide a wealth of information on all your benefits plans as well as all necessary forms and resources directly to your employees.

HRInsider®

HRInsider® is an online compliance and HR news hub that can keep you informed of major legislative and employer-related events. Features include guidance on major labor laws by Fisher & Phillips LLP (one of the nation’s premier labor law firms), daily compliance and HR news updates, tax and payroll guidance, wellness resources, and more.

Wellness Solutions

As a UBA Partner, we can offer access to a variety of unique wellness resources, from extensive programs to a la carte services, such as on-site clinics.

UBA Benchmarking

UBA Partners and their clients help produce an annual health plan benchmarking survey that includes responses from nearly 18,000 health plans sponsored by nearly 12,000 employers nationwide. It is by far the most comprehensive, validated survey of medical plan design and plan costs ever conducted. The UBA Health Plan Survey provides small to midsize employers with valuable benchmarking data that previously were only available to large corporations.

By using this data, advisors who are Partners of UBA can help employers more accurately evaluate costs, contrast the current benefit plan’s effectiveness against competitors’ plans and adjust accordingly.

About Benchmarking

Knowledge Events

Stay up-to-date on the latest compliance requirements and HR-related topics with our Knowledge™ events powered by UBA. These monthly, hour-long sessions cover the top employer-related compliance and labor issues that can help you streamline tasks and provide you with best practices to protect your company and strengthen your bottom line.

Upcoming Knowledge™ Events

Compliance Alerts

Learn about major changes to labor laws when they happen with the UBA Compliance Alerts. These email alerts, crafted by labor law firm Spencer Fane Britt & Browne LLP, inform you of changes to labor and benefits law and let you know what you need to do immediately to remain compliant.

Downloadable Resources