Fidaris

Partnerships

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Partnerships with Fidaris

We partner with ambitious agency owners to co-develop a new brokerage that not only operates efficiently but also makes services once exclusive to enterprise budgets accessible to small-to-mid-sized businesses.

We align our incentives through investments, acquisitions, co-investments, or revenue partnerships. We are not a tech vendor.

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Investment
Co-investment
Acquisition
Revenue partnerships

The Opportunity

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Why partner

01 / Business opportunity

A new trajectory for your brokerageA gray path rises and then levels off. At the plateau, the green Fidaris path begins with co-designing your next stage of growth, followed by upfront liquidity, Fidaris-enabled growth, and long-term upside. Its slope becomes progressively steeper and continues upward.01020304
  1. Co-design
  2. Upfront liquidity
  3. Fidaris-enabled growth
  4. Long-term upside ↗

Your next stage of growth

We support your ambitions with capital, a dedicated in-house AI team, and hands-on operating support—removing the operational ceiling and continuing the momentum you've built over many years.

For acquisitions, this is not a traditional buyout. Owners also hold a stake in Fidaris, becoming partners in the platform and vision we’re co-developing together.

02 / Incentives

Aligned incentives

Our partnership structures aligns our incentives with yours. We agree on the objectives together, and we take responsibility for delivering against those goals.

Further, we're independent of any one AI model provider. We choose the best model for every given task, and even have our own proprietary model trained on your agency's institutional data. This enables greater accuracy, reliability, and cost-effectiveness that cannot be found anywhere else.

03 / Technology

  1. 1. Real workTeam and agents get worked on collaboratively
  2. 2. Rich dataAgencies’ data, interactions, and outcome evaluations
  3. 3. Better agentsFeedback improves the system
  4. 4. More impactBetter results earn trust and usage

Compounding technology advantage

The most valuable knowledge, when it comes to insurance, is not on the internet. Frontier models, which are trained from internet data, do not know why your client rejected a plan last year, how to finish a quote when data is incomplete, or the high-cost claimants on particular groups.

We work under the same roof as your team to co-design FidarisOS around these intricacies, continuously train your team, and improve the systems through their usage, feedback, and real-world outcomes. Over time, these compound into an advantage that cannot be found anywhere else.

Shared Ambition

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Who we partner with

US-based, employee benefits focused.

We partner with employee benefits brokerages looking to amplify what already makes them successful: their people, expertise, and trusted relationships.

Ambitious and mission aligned.

Owners that share a fiduciary mindset, where they put the client’s interests first, and have ambitions to help small-to-mid-sized businesses access services that have traditionally required enterprise budgets.

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