USI Insurance Services Acquires Forté Benefits to Expand Texas Employee Benefits Expertise

The agency’s employees and four partners, Logan Dickinson, Jeff Farmer, David Farrell and Bill Hester, will be joining USI.

(Image credit: David Mark.)

USI Insurance Services (Valhalla, N.Y.), a provider of risk management, employee benefit and retirement plan consulting, has announced the acquisition of Fort Worth, Texas-based Forté Benefits, a full-service employee benefit broker-consulting firm. All of the agency’s employees and four partners, Logan Dickinson, Jeff Farmer, David Farrell and Bill Hester, will be joining USI. USI declined to disclose the terms of the transaction.

John Collado, Regional CEO, USI Insurance Services.

“On behalf of our employees and the Forté Benefits leadership team, we are thrilled to be joining forces with USI, one of the world’s top 10 insurance brokerage and consulting firms,” comments Logan Dickinson, partner, Forté Benefits. “Going forward, our clients will continue to benefit from our coordinated solutions and local team of experts, while gaining access to an expanded suite of industry-leading tools, solutions and expertise available through the USI ONE Advantage, a proprietary approach that delivers innovative risk management and employee benefit solutions with bottom line financial impact.”

“This new partnership marks an exciting milestone for our firm,” adds David Farrell, partner, Forté Benefits. “Together, USI and Forté will offer a comprehensive suite of distinctive employee benefit, property & casualty, personal risk and retirement solutions, delivering a different and better experience for our valued clients in Fort Worth and throughout the state of Texas.”

“We are pleased to welcome the clients and talented professionals from Forté Benefits to the USI family, comments John Collado, USI regional CEO. “Along with expanding USI’s presence in the Fort Worth market, we look forward to further strengthening Forté’s established reputation for delivering superior service and innovative solutions to clients through the USI ONE Advantage.”

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Anthony R. O’Donnell // Anthony O'Donnell is Executive Editor of Insurance Innovation Reporter. For nearly two decades, he has been an observer and commentator on the use of information technology in the insurance industry, following industry trends and writing about the use of IT across all sectors of the insurance industry. He can be reached at [email protected] or (503) 936-2803.

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