We bring the expertise and relationships cultivated through more than 40 years of combined experience in insurance and financial product distribution ranging across operational, financial, marketing, and organic growth-oriented roles.

We have contributed millions in new revenue and realized efficiencies, and have designed and executed hundreds of scalable, revenue-generating growth, operational, channel distribution, sales enablement, and marketing communications strategies.

Who We Serve

We approach each opportunity as a partnership with a hyper-focus on value creation and often choose to share in our collective success rather than front-loading compensation expenses.

Insurtech

Fideles brings the critical insights and access that enableInsurtechs to monetize and commercialize their products and solutions, accelerate business growth and expand market reach. We leverage decades of experience with over 1000 independent insurance agencies and large distribution aggregators to help our clients target the right decision-makers, with the right offering, the right message, at the right time.

Services:

Product value proposition messaging
Access to agencies with aligned interests to value-proposition
Strategies that maximize adoption and evangelization
Access to agencies with aligned interests to value-proposition
Agency/broker education and collateral development for agents in support of their distribution activities
Stakeholder mapping and communication strategy to best position offerings throughout the distribution channel

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Private Equity, Venture Capital, & Insurance Investors

Fideles guides investors through the complex landscape of the insurance industry, helping them drive value and ROI by unlocking growth, upside potential and profitability in their investments. Our clients gain the advantage of our deep industry knowledge and network to achieve significant monetization and sustainable scale while overcoming operational and growth hurdles.

Services:

Mapping the marketplace and auditing GTM strategies for portfolio companies
Strategies for building a solid customer base, and maximizing engagement and utilization
Helping insurtech portfolio companies identify and develop strategic relationships with distribution partners

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Insurers, MGAs, MGUs, & Program Managers

Fideles deploys considerable experience in both institutional and platform roll-up (consolidation / aggregation) to help product providers maximize distribution volume and efficiency.

Services:

Defining optimal channel positioning, alignment, and approach
Designing supportive communication and incentive programs to drive adoption
Developing revenue enhancing trading strategies for specific brokerage ecosystems

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Testimonials

How we have helped our clients succeed.

I have been working with Fideles Advisors for over a year now, and I can confidently say that they are the premier resource for anyone in the insurtech, investor, or insurance industry looking to improve their business performance. With their deep understanding of the complex and competitive nature of the insurance industry, Fideles Advisors has provided us with invaluable insights and expertise.

Their team has contributed millions in new revenue and efficiencies, and their strategies have proven to be scalable and revenue-generating. They have truly set a new standard for what it means to be a partner advisor in the insurtech, insurer, and investor community. I highly recommend Fideles Advisors to anyone looking for a trusted and effective partner to drive their business forward.

The team at Fideles Advisors has an impressive track record of over 40 years of combined experience, and their knowledge and network within the industry are unmatched. They have helped us achieve significant revenue growth, expand our margins, and improve our overall profitability. Their guidance in scaling our operations efficiently and developing effective distribution strategies has been instrumental in our success.

Fideles Advisors' integrated campaigns and communications strategies, both internal and external, were outstanding. They ensured consistent messaging across all touchpoints, creating a cohesive and impactful brand experience. Their attention to detail and understanding of effective communication channels resulted in increased engagement and brand loyalty.

Their expertise in go-to-market strategy and content development was invaluable. Fideles Advisors helped us craft a compelling narrative and develop engaging content that resonated with our audience. They also provided strategic guidance on digital and inbound marketing, enabling us to leverage online channels to attract and nurture leads.