Arming insurance brokerages with an unfair advantage

Fidaris applies frontier technology in partnership with leading insurance brokerages in the U.S.

As seen in

A new standard

01

The next era belongs
to the ambitious

We believe insurance brokerages are entering a new era — one where exceptional service, deep advisory work, and meaningful relationships can set an entirely new standard.

We work alongside leading insurance brokerages as their AI operating partner / internal AI team, unlocking new possibilities for how they operate, advise, and grow.

Built together

02

Your operating system designed for the future

Your brokerage has its own expertise, processes, and ambitions. We work alongside your team to co-design FidarisOS around the realities of your brokerage and the opportunities ahead.

With legacy processes

Carrier portalBroker portalGroup benefitsHelpAccountDashboardGroupsQuotesRenewalsDocumentsSession expires in 14:32AcmeCarrier portalMedical renewal / Acme ManufacturingGroup nameAcme ManufacturingEligible employeesEnter employee countEffective date01 / 01 / 2027Request quoteUpdated census attached · 48 eligibleSubmission checklistAcme ManufacturingEffective: 01/01/202748 eligible employees42 currently enrolled✓ Updated census uploaded✓ Current plan summaryEmployer contribution: 80%Status: underwriting reviewEmailNew messageSearch mail...FilterSortInbox (26)StarredSentDrafts (8)ArchiveLast synced just nowAcmeInbox (24 unread)Renewal updatesCarrier support10:42RE: Confirm eligible employee countAcme Manufacturing10:18Any update on our renewal?Benefits team09:54Enrollment forms still outstandingReply to carrier support…census_final_v3.xlsxReading paneCarrier underwritingRE: Acme 2027 renewalPlease confirm the eligibleemployee count and attachthe updated census.Due: Friday, October 9Attachment: census_v3.xlsx24 newAMSClient recordNew activitySearchExportDashboardClientsPoliciesActivitiesReportsLast updated 2 days agoAcmeAgency managementAcme Manufacturing / Policy recordRenewal statusAwaiting carrier quoteActivity noteAdd an update…Save noteRenewal activities3 overdue activitiesCarrier quote follow-upDue Oct 6 · Account managerPrepare renewal comparisonDue Oct 7 · Benefits teamSchedule employer reviewDue Oct 7 · ProducerMedical renewal: Jan 13 tasks overdueMeetingsNew meetingOctober 2026WeekMonthCalendarTodayThis weekRecordingsNotes3 meetings today · 2 notes pendingAcmeMeetingsToday · Thursday, October 810:00Acme renewal reviewClient meeting · 30 min11:00Carrier follow-upQuote status · 15 min14:00Open enrollment planningBenefits team · 45 minMeeting notes still need to be added to AMSMeeting detailsAcme renewal reviewThursday · 10:00–10:30Attendees: HR + brokerAgenda• Confirm contribution• Review carrier timeline• Set enrollment datesFollow-up: log notes in AMSDocumentsNewSearch documents...SortDetailsMy driveSharedRecentStarredTrash6 files · Modified yesterdayAcmeDocumentsShared drive / Acme / 2027 renewalRenewal_proposal_DRAFT_v2.docx2027 Medical RenewalAcme ManufacturingCarrier rates: awaiting final quoteFile detailsRenewal proposal · DraftOwner: Benefits teamModified: October 7Version 2 of 4Related filesCurrent_plan_SBC.pdfMedical_renewal_rates.xlsxCensus_v3.xlsxMissing: final carrier quoteExcel · census_final_v3.xlsxFileHomeInsertDataReviewViewReady · 48 records100% − +Paste Cut CopyCalibri 11B I UAlignment Wrap Text Merge & CenterClipboardFontAlignmentSort & FilterCensusRatesComparison +Acme · Renewal censusfxSelect a cellEmployeeCoverage tierHome ZIP1Alex MorganEmployee021102Jordan LeeFamily021163Taylor ReedEmployee021184Casey KimFamily02127Eligible employees48

With Fidaris

Built by Fidaris

03

Our latest innovations

Our team has spent an immense amount of time understanding why 95% of AI systems deliver no measurable value, especially in insurance brokerages. Since then, we've developed proprietary technology, and partnered with several agencies — including within the top 10 largest in the nation — to diffuse AI at scale.

Partnerships

04

Partnerships with Fidaris

Acquisition / investment

Co-investment

Revenue partnerships

Enterprise partnerships

Our backing

05

Backed by people who shaped modern technology

Entrepreneurs First

EF’s investors include

Eric Schmidt

Former CEO, Google

Charlie Songhurst

Board member, Meta

Reid Hoffman

Co-founder, LinkedIn

John & Patrick Collison

Co-founders, Stripe

Demis Hassabis

Co-founder, Google DeepMind

Matt Mullenweg

Founder, WordPress

Beyond Technology

06

Our vision

The missionary vision behind Fidaris is rooted in the fact that the advice layer, where brokers, consultants, and advisors sit, has an incredible amount of influence in the U.S. healthcare system.

We want to become the partner that empowers those who are aligned to make a larger impact on the patients of America.