OS
01FidarisOS
A shared agentic team workspace built around your brokerage. Your institutional knowledge, co-designed automations, integrations, and FidarisAgent come together creating a workspace designed for the future.
With legacy processes
With Fidaris
An enterprise foundation
HIPAA compliance, enterprise-grade security, role-based access, and full audit trails. Enterprise model deals with AI providers, such as Anthropic, OpenAI, and xAI to support a PHI-safe environment.
Connected to the way you work
Connect across your agencies’ emails, drives, technology platforms, carrier portals, and benefits administration systems. Put your existing tools and institutional knowledge to work together.
The capabilities include:
- Ongoing monitoring
- Renewal workflow automations
- RFP engine
- Document generation
- Growth automations
- Contract review and drafting
- Proactive project management
- File management
Agent
02FidarisAgent
Another teammate
A self-improving AI agent, purpose-built to perform as another teammate. FidarisAgent learns from your firm’s context and feedback as it works alongside your team.
Grounded in your Second Brain
Built on your firm’s institutional knowledge, enabling proactive, highly accurate outputs grounded in source material.
From approval to execution
Requests approval or input as needed, then executes work across emails, drives, technology platforms, portals, payment systems, and FidarisOS.
Proactive by design
Notifies the right team members about projects, tasks, deadlines, and important incoming emails, keeping work moving internally and externally.
The right model for each task
Model-agnostic by design. FidarisAgent chooses the best LLM for each task, reducing costs and the need for constant employee education on new model types.
Knowledge
03Institutional Second Brain
Your firm’s institutional knowledge
Connect knowledge from emails, drives, carrier portals, benefits administration systems, and the work your team has already done.
Source-grounded answers
An ontology-based architecture connects people, clients, plans, documents, and decisions. FidarisAgent draws on that context so its work is hyper-accurate, relevant, and traceable to source material.
A living view of every client
Ongoing monitoring keeps client profiles current, enabling proactive risk management, stronger service, and increased client retention.
Security, compliance & governance
04Governance is built into every layer
Authorized access and role-based permissions
Agents inherit the same access boundaries as the people they support.
Source-grounded work and audit trails
Outputs trace back to their sources, with traceable workflow history retained for review.
Approval gates and escalation boundaries
Agents cannot expand their own permissions. Work stops and routes to the responsible team member when evidence is missing or a judgment boundary is reached.
Human-in-the-loop first
Initial operation is human-in-the-loop. Controlled automation follows only for tested and validated workflows.
Privacy and HIPAA compliance
Data handling is designed for the operating context, including sensitive client and member information.