About Us
Identifying needs, customizing solutions.
Forest Financial in New Jersey consists of nine employees and is supported by nationwide superior technology and insurance wholesale experts.
40 +
Years in the health insurance and payroll services industry
7 Billion+
Insurance Premiums a Year
120+
Carrier Partners
200,000+
Small to medium-sized businesses nationwide
20,000+
Trusted Advisors (CPAs, Bankers, Brokers)
Who We Are
BenefitMall, now proudly owned and operated by the Carlyle Group, delivers the largest integrated portfolio of benefits, compliance, and employer workforce solutions.
We serve more than 200,000 small and medium-sized businesses nationwide, both directly and through a network of 20,000 trusted advisors, including insurance brokers and certified public accountants.
35+ Years in the health insurance industry
Forest Financial Insurance Services is the retail division of BenefitMall. It consists of nine employees and is supported by BenefitMall technology and insurance wholesale experts.
FFIS serves both small and medium-sized businesses nationwide, both directly and through a network of trusted advisors, including insurance brokers and certified public accountants.
National Presence
BenefitMall’s 1,200+ employees are a dedicated team of experts with local market knowledge throughout an unparalleled nationwide network of office locations supporting retail agencies, brokers, and SMB clients.
45+ Offices across the U.S.
7 Processing centers, accommodating different time zones
65% Our physical footprint covers roughly two-thirds of the U.S. population
Firm Ownership Structure & Location
Forest Financial Insurance Services is a wholly owned subsidiary of BenefitMall.
FFIS is the retail division of the Northeast region of BenefitMall.
BenefitMall is owned by The Carlyle Group, an equity investor.
Corporate office location:
12404 Park Central Drive, Suite 400S, Dallas, TX 75251.
Local office location:
354 Eisenhower Pkwy, Plaza II, Suite 2800, Livingston, NJ 07039.
Our Team
Lawrence Conforti
Manager
Mark V Belli
Broker Sales Executive (Retail)
Kathleen Karovic
Benefit Sales Executive (Wholesale)
Anna Di Lanno
Benefit Sales Executive (Wholesale)
Sunni Bigica
Senior Account Manager & Commission Specialist
Sarah Humble
Account Manager & Technology / Software Specialist