Forsite Benefits

Name

Forsite Benefits

Legal name

Forsite Benefits

Website

https://forsitebenefits.com

Company type

Private

Founded year

2004

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Employee Benefits Brokerage & Wellness Services

NAICS

Pharmacy Benefit Management and Other Third Party Administration of Insurance and Pension Funds (524292)

SIC

Insurance Agents, Brokers & Service (6411)

akta.pro industry

PRIMARYFSAEADAC

Employee Benefits Brokerage & Consulting

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Insurance Brokerage & Risk Advisory

SECONDARYBPACAPAC

Benefits Administration

Business & Public Services/HR, Staffing & Recruitment Services/Human Capital Management (HCM) & HR Tech

SECONDARYFSAIAMAN

Worksite Financial Wellness & Employee Assistance Programs (EAP)

Financial & Insurance/Insurance — Life & Health/Supplemental & Voluntary Benefits (Worksite)

Keywords

• Employee benefits brokerage
• Corporate wellness programs
• Health insurance consulting
• Onsite health clinic
• Benefits administration

Headquarters

HQ city

Green Bay

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Benefits Brokerage and Consulting: Traditional insurance brokering and consulting services for employee benefits including plan modeling, claims analysis, compliance support, and benefit administration. Revenue generated through commissions on insurance premiums or consulting fees.
2. Wellness Program Services: Motion Connected wellness platform and wellness consulting services provided as part of enhanced service offerings, potentially bundled with core benefits services.
3. Onsite Clinic Services: The Forsite Health & Wellness Clinic provides primary care services at reduced costs ($35 family medicine visit, $15 for most labs) for client employees and their families.

Pricing tiers

Go-to-market motion1 record

Distribution channels5 records

Marketing channels7 records

Core offering

Forsite Benefits is an employee benefits broker and consultant that helps Midwest employers design, deliver, and manage group health, wellness, and ancillary benefit programs. Its core offering combines traditional insurance brokerage and consulting with proprietary wellness technology (Motion Connected), a rewards-based employee experience platform (Member Advantage), multimedia enrollment and communication tools (EXP), and an onsite primary care clinic operated in partnership with Prevea Health. The company bundles expert advocacy, healthcare education content, and data-driven plan modeling into a unified benefits experience for employer clients and their employees.

Product overview

Forsite Benefits operates as a midwest-based employee benefits broker and technology-enabled wellness company offering a platform-plus-services model. The core portfolio consists of Forsite Member Advantage (the primary 2025 rewards-based experience platform), Motion Connected (the proprietary wellness and engagement platform with mobile app, fitness tracker integration, and team challenges), and the Forsite Health & Wellness Clinic (an on-site primary care clinic in partnership with Prevea Health offering $35 visits and $15 labs). These are augmented by the EXP employee communication app, the Forsite Assist advocacy team, Life Stage Support counseling, the NAV Series monthly healthcare education newsletters, the annual Forsite Move Challenge step competition, the HealthSherpa portal for individual plan enrollment, and traditional brokerage services. Additional proprietary tools include the Predictive Modeling Tool (2004) and WebappEZ/CensusManager (2005) for plan design and application automation. The company differentiates itself by bundling technology-driven communication, wellness engagement, clinical access, and expert advisory into a unified employee benefits experience.

Differentiator

Problem solved

Functional benefit

Brands

• Forsite Member Advantage: A rewards-based employee experience platform engaging employees through personalized healthcare education and incentives delivered via mobile app.
• Forsite Health and Wellness Clinic
• Motion Connected
• Forsite Member Advantage

Products and services

• Forsite Member Advantage A rewards-based employee benefits experience platform that combines personalized healthcare education, app-first benefits access, trusted advocacy support, everyday wellness tools, and local clinic access to engage employees and reduce healthcare costs. Sold to employer clients seeking to improve the employee benefits experience.
• Motion Connected Wellness Platform Forsite's proprietary workplace wellness platform delivering incentivized healthy behavior change, team-building challenges, fitness tracker integration, activity dashboards, and corporate culture engagement through a mobile app and web portal. Includes the Motion Connected Scorecard for employer administration.
• Forsite Health & Wellness Clinic An onsite primary care clinic located at 2300 Riverside Dr., Green Bay, WI, offering primary care, preventive services, acute care, mental health support, chronic disease management, and laboratory services at $35 per family medicine visit and $15 for most labs. Operated in partnership with Prevea Health. Available to client employees and their families.
• EXP (Employee Experience Platform) An interactive multimedia benefit enrollment and employee communication platform that delivers wellbeing content, employee benefits education, company details, and year-round communication straight to employees' smartphones via a mobile-first app.
• Forsite Move Challenge An annual competitive company step challenge held every September, open to organizations throughout Wisconsin, combining fitness engagement with charitable fundraising. Since 2017, the challenge has raised over $65,000 for local charities and welcomed 100+ teams annually.
• Traditional Broker Services Standard employee benefits brokerage services including insurance brokering, plan modeling, claims and analysis reporting, compliance support, HR support line, annual review and planning, and benefit administration support for Midwest employer clients.
• Forsite Individual Advisor (HealthSherpa Integration) An individual health insurance advisory service providing access to the HealthSherpa portal for plan comparison and federal Marketplace enrollment at the same price as Healthcare.gov, supported year-round by the Forsite Advocate Team, plus exclusive app access and additional private clinic access for Northeast Wisconsin clients.

Quantifiable outcome

• 97% employee satisfaction rating among client employees
• +3 more outcomes

Named customers7 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

Feature6 records

Partnerships

Four partnerships are on record, tiered flagship, core and minor.

• Cleveland ClinicflagshipStrategic or Co-development Partner · 1 January 2015Forsite's Motion Connected wellness platform was selected as a partner of choice for the world-leading Cleveland Clinic health system in 2015. This partnership provided credibility and validation for the wellness platform's evidence-based approach to corporate wellness.
• Prevea HealthcoreStrategic or Co-development Partner · 1 January 2011Partnership with Prevea Health to operate the Forsite Health & Wellness Clinic located at 2300 Riverside Dr., Green Bay. Prevea Health provides the medical staff and clinical operations while Forsite Benefits provides the employer client access and coordination. The clinic offers primary care services at $35 per visit and lab services starting at $15.
• HealthSherpacoreTechnology or IntegrationIntegration with HealthSherpa marketplace platform enabling Forsite to offer individual health insurance plan comparison and enrollment services. The platform provides up-to-date plan prices, benefits, and integrates directly with the official federal Marketplace for seamless enrollment.
• The Wellness OutletminorChannel Partner/ Reseller/ DistributorPartnership providing access to discount fitness devices for employer wellness program participants as part of the Forsite benefits ecosystem.

Scale indicators7 records

Recent moves8 records

Expansion highlights5 records

Broad incumbents

• USI Insurance Services: USI is a large national insurance brokerage with a substantial employee benefits practice and in-house benefits administration technology, serving mid-market and enterprise employer clients across all U.S. regions.
• Mercer (Marsh McLennan): Mercer is a global consulting leader in health and benefits, advising employers on benefits design, well-being, and administration — a broad incumbent that competes for many of the same employer RFPs as Forsite.
• ADP TotalSource: ADP TotalSource is a large PEO offering co-employment, benefits administration, and HR outsourcing to SMB/mid-market employers — a broader incumbent whose bundled benefits and HR tech compete with Forsite's HRO-adjacent offering.
• Lockton Companies: Lockton is one of the largest independent insurance brokerages globally, offering employee benefits consulting, wellness programs, and proprietary benefits technology; it competes with Forsite in the same employer-benefits category but at vastly greater scale and breadth.

Emerging players

• Wellable: Wellable is an emerging corporate wellness platform offering engagement programs, challenges, and rewards — comparable to Forsite's Motion Connected and Member Advantage wellness/rewards stack on the technology side.

Direct peers

• Cottingham & Butler: Cottingham & Butler is a Midwest-headquartered insurance brokerage with a strong employee benefits practice serving regional employers, making it a directly comparable geographic and product peer to Forsite.
• M3 Insurance: M3 Insurance is a Wisconsin-based, independently owned risk management and employee benefits brokerage serving Midwest employers — a strong direct peer given its regional footprint, broker-led model, and benefits focus.
• Hausmann Group: Hausmann Group is a Wisconsin-based insurance and benefits brokerage serving employer clients with bundled benefits, wellness, and HR support — closely comparable to Forsite's regional broker-plus-services positioning.
• NFP (an Aon company): NFP is a mid-market-focused insurance broker and benefits consultancy combining advisory with proprietary benefits and wellness technology — directly overlapping with Forsite's mid-market employer GTM and bundled service model.
• OneDigital: OneDigital is a tech-enabled employee benefits brokerage and consulting firm offering integrated benefits administration, wellness, and HR advisory to mid-market and enterprise employers — directly comparable to Forsite's broker-plus-platform model.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/ForsiteBenefits
• LinkedInlinkedin.com/company/forsite-benefits
• Xx.com/ForsiteBenefits

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Forsite Benefits