What Forte Services LLC does

Forte Services LLC is an independent insurance brokerage and agency headquartered in Mesa, Arizona, operating as a multi-line insurance solutions provider for Arizona-based SMBs, mid-market businesses, and individuals. The company offers six core product lines: Contractors Insurance, Business Insurance, Health Insurance, Personal Insurance, Surety Bonds, and Risk Management services, with the latter featuring an internally operated claims management system designed to expedite injury assessment and claims processing. Distribution is enabled through a core partnership with Scali Insurance Group, a nationwide network of independent insurance agencies that grants Forte Services access to multiple carriers and broader product breadth than a standalone brokerage would have.

The business model is commission-based: as an independent broker, Forte Services earns recurring commissions from insurance carriers on placed policies, with annual billing cadence and quote-based, individually tailored pricing. The go-to-market motion is sales-led and relationship-driven, combining inside sales (two phone lines serving Mesa/Phoenix and Tucson) with high-touch field sales — including annual on-site visits to client offices by lead personnel ("Rick") for coverage reviews. Marketing is content-driven through the company website and an educational blog covering insurance topics relevant to individuals, families, and contractors.

The customer base is concentrated in Arizona and skewed toward small commercial accounts in construction-adjacent trades (landscaping, general construction, painting) plus selected individual and family health and personal insurance clients. Named customer logos include Santa Rita Landscaping, Building Excellence LLC, Lloyd Construction (enterprise anchor), Nelson J Greer Painting Contractors Inc, and Innovative Technology Development Group LLC. The firm is privately held with 11-50 employees, no disclosed funding, no M&A activity, and no app or API surface — a traditional, locally rooted insurance agency rather than a technology-led insurance platform.

Name

Forte Services LLC

Legal name

Forte Services, LLC

Website

https://forteservices.net

Company type

Private

Operating status

Operating

Headcount range

11–50 employees

Short description

Forte Services LLC is an independent insurance brokerage in Mesa, Arizona offering contractors, business, health, personal, and surety bond coverage to Arizona SMBs, mid-market firms, and individuals via a commission model anchored by its Scali Insurance Group partnership.

Ownership category

akta.pro rank

Product category

Insurance Brokerage Services

NAICS

Agencies, Brokerages, and Other Insurance Related Activities (5242)

SIC

Insurance Agents, Brokers & Service (6411), Surety Insurance (6351)

akta.pro primary industry

Medicare Plan Distribution & Brokerage (Captive, Independent, FMOs) (FSAIAGAH)

Keywords

• Insurance brokerage services
• Contractors insurance coverage
• Business insurance solutions
• Health insurance plans
• Risk management services

Headquarters

HQ city

Mesa

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Insurance Brokerage Commissions: As an independent insurance agency and broker, Forte Services earns commissions from insurance carriers for placing policies. Revenue is generated through ongoing premiums paid by clients, with the company receiving a percentage of premium payments as commission income. The relationship with Scali Insurance Group provides access to a wider range of insurance products and carriers, enabling commission-based revenue across multiple insurance lines.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels3 records

Core offering

Forte Services LLC is an independent insurance brokerage based in Mesa, Arizona that sells and services multi-line insurance products including Contractors Insurance, Business Insurance, Health Insurance, Personal Insurance, and Surety Bonds. The firm acts as an intermediary between clients and insurance carriers, earning commissions on placed policies, and pairs these placements with a proprietary risk management and claims management program that accelerates injury claim resolution.

Product overview

Forte Services LLC is an insurance solutions company operating as a unified platform offering multiple insurance product lines. The core portfolio includes Contractors Insurance, Business Insurance, Health Insurance, Personal Insurance, Surety Bonds, and Risk Management services. These products are delivered through a partnership with Scali Insurance Group, a nationwide network of independent insurance agencies, and are designed to provide comprehensive coverage across personal, business, and specialized contractor needs. The company also offers a proprietary claims management system as part of its risk management program to expedite claims processing.

Differentiator

Problem solved

Functional benefit

Products and services

• Contractors Insurance Specialized insurance coverage for contractors (general, subcontractor, and artisan) providing protection for projects, equipment, and teams against property damage, liability risks, and unforeseen events across all project phases from construction sites to completed operations. Designed for Arizona-based contractors and construction firms.
• Business Insurance Comprehensive business insurance solutions for Arizona business owners covering general liability, property damage, business interruption, workers' compensation, and other risks tailored to industry and business size.
• Health Insurance Health insurance plans for individuals, families, and businesses providing coverage for medical expenses, hospitalization, prescription drugs, and preventive care with access to a network of healthcare providers.
• Personal Insurance Tailored personal insurance policies covering home insurance, renters insurance, and personal liability coverage to protect homes, belongings, and personal liability against unforeseen events.
• Surety Bonds Bond insurance solutions including surety bonds, contract bonds, and fidelity bonds designed to protect businesses and ensure financial stability with tailored coverage to mitigate risks.
• Risk Management Program Proactive risk management program with a specialized claims management system that swiftly assesses injuries, provides medical advice, and expedites the claims process while reducing unnecessary claims and associated costs and improving workplace safety.

Named customers5 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

One partnership is on record.

• Scali Insurance GroupcoreChannel Partner/ Reseller/ DistributorForte Services is a proud partner of Scali Insurance Group, a nationwide network of independent insurance agencies dedicated to providing exceptional service and innovative risk solutions. This partnership enables Forte Services to offer a comprehensive range of insurance solutions and access to multiple insurance carriers, positioning them as a one-stop destination for all insurance needs in Arizona. The relationship provides expanded coverage options and competitive pricing through the aggregated network of independent agencies.

Scale indicators1 record

Expansion highlights4 records

Direct peers

• Leavitt Group: Independent insurance agency network operating across multiple Western US states with multi-line offerings in commercial, personal, and benefits insurance. Comparable to Forte Services as a similarly-structured independent agency that combines local relationship-driven service with access to broader carrier networks.
• Scali Insurance Group: Network of independent insurance agencies that partners with member agencies to provide carrier access and operational support. Comparable to Forte Services as its stated channel partner, sharing the independent agency ownership model with multi-carrier distribution across commercial and personal lines.
• Assurance: Insurance brokerage serving mid-market and SMB clients with property/casualty, employee benefits, and personal insurance offerings. Comparable to Forte Services in target customer profile, multi-line offering, and emphasis on advisory services for growing businesses.
• Cross Insurance: Regional independent insurance agency providing commercial, personal, and benefits solutions across the Northeast US. Comparable to Forte Services in independent ownership structure, multi-line product mix, and relationship-driven service to SMB and individual clients.
• IMA Financial Group: Independent insurance brokerage focused on middle-market businesses with property/casualty, benefits, and personal insurance offerings. Comparable to Forte Services in its independent agency ownership model, multi-line product approach, and emphasis on client relationships over pure scale.

Regional players

• Lovitt & Touche: Arizona-headquartered insurance brokerage focused on commercial and employee benefits coverage across the Southwest US. Comparable to Forte Services through shared Arizona market footprint, commercial insurance focus, and relationship-led client service model targeting similar SMB segments.

Broad incumbents

• Brown & Brown, Inc. Large public insurance brokerage (NYSE: BRO) delivering commercial, personal, and benefits solutions nationally. Comparable to Forte Services in multi-line product mix and broker-driven distribution model, though at materially larger scale with an institutional customer base.
• Hub International: Major North American insurance brokerage offering commercial, personal, and employee benefits products across the US and Canada. Comparable to Forte Services in brokerage model and product breadth, though serving larger enterprise and middle-market segments with substantially more resources.
• Marsh McLennan: Global professional services firm with Marsh as its insurance brokerage arm serving large commercial and specialty risks. Comparable to Forte Services in risk advisory and brokerage activities, though operating at enterprise scale with much larger risk engineering capabilities.
• Arthur J. Gallagher & Co. Global insurance brokerage and risk management firm (NYSE: AJG) operating across commercial, employee benefits, and personal lines. Comparable to Forte Services in distribution model and risk management service emphasis, though operating at far broader scale and geographic reach.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 Forte Services LLC