With pressures increasing and consolidation at its highest point ever, brokers are seeking mutually beneficial options to remain competitive in today's insurance marketplace. Collectivfide was borne to fill a noticeable void in the market, offering a viable alternative for partnership.

Competition Breeds Innovation

We live in a complex, ever-changing and competitive world. While we as business leaders understand this and are constantly facing these challenges head on, we recognize this is forcing us to make difficult decisions in order to remain relevant and successful. And if you’re also at a point in your career where retirement is imminent, you’re equally focused on succession and the future of your brokerage.

This is one explanation for the growth in M&A activity in recent years, with independent insurance brokers being an integral player in this trend. In fact, broker firms have faced significant competitive pressures as they grapple with growing customer demands, expanded regulatory burdens, and the evolution of technology as a competitive advantage.

These factors and others are forcing many brokers to look for ways to remain viable, including via an M&A takeover or partnership. And this is only heightened if succession planning is part of the equation. While there are several alternatives available from an M&A perspective, at Collectivfide, we strongly believe we offer innovative solutions and resources for you and your team, providing the flexibility, autonomy and the access to new markets you require to thrive.

The Right Partner for You

At Collectivfide, one of our key principles - and one differentiates us from our competitors - is the belief in the value and importance of local, independently owned insurance brokerages. Why? We appreciate the invaluable ties you’ve created within your local communities - and the families and businesses you service. We’re here to support you as your business shifts in response to the current market challenges.

Since our inception in 2019, we have been a champion of local communities and the brokers that support them. In fact, our corporate values are based on the importance of nurturing and strengthening relationships with our local broker partners. We’re value-based, relationship-driven and community focused, and we look for this alignment with the partners we work with.

By working alongside our broker partners, we provide you with valuable resources – including HR, underwriting, technology, data analytics plus marketing and sales support - while at the same time encouraging you to run your business in a fully autonomous manner. This enables you to focus on what you do best: serving your customers and the local communities you call home.

The Collectivfide Advantage

We’ve intentionally designed a unique business model that sets us apart from our competitors. Not only does it include an emphasis on local communities, but it also gives you the control to run your brokerage as you see fit, while retaining your existing brand, company name and employees. We also provide a number of resources, supporting you in all facets of your operations so you can better serve your clients while optimizing the bottom-line. These include the following:

Human Resources

We offer attractive benefits and pension solutions, talent acquisition and succession planning, professional development opportunities, plus employee engagement and retention and training programs.

Underwriting

We focus on providing enhanced insurance contracts with our carriers. This helps to drive scale within our network, opening new markets for our broker partners. Collectivfide also offers best practices and guidelines to create enhanced efficiencies when you partner with us.

Marketing and Sales Support

We provide a variety of marketing support tools including branding, website design and maintenance, social media, digital campaigns along with marketing collateral resources to assist your team and business. Sales training programs are also available, enabling your team to maximize their results.

Database and Data Analytics Dashboard

Analyzing and interpreting data can be a clear differentiator in today’s competitive marketplace. We help you access data in your BMS, uncovering trends and emerging opportunities both at a granular and high level, while also attempting to mitigate future risks.

Investments in Technology

Investing in technology can be both expensive and complex. Often brokerages don’t have the knowledge and resources to accomplish this successfully. We take care of this burden by facilitating solutions from office automations to building cybersecurity knowledge, while also identifying emerging tech options in the industry.

Community Initiatives

Giving back to the communities we call home is a pillar of what makes Collectivfide and our partners unique. As a result, we proudly created our Community Involvement and Donation Matching Program so our partners could receive additional funds to support their local community initiatives.

We’re Stronger Together

As you can see, at Collectivfide, we offer our broker partners a comprehensive solution that allows you to continue your operations in your community without changing your company’s name and brand. Instead, we will support you, working closely with you and your team to provide the necessary resources so you can make a difference and perform at your very best while doing what matters most, serving your community.

With over 150 years of insurance experience within both our team and board, we can help you grow and prosper. To learn more about how we can partner to add more value for your clients and employees, please contact us at info@collectivfide.com

Collectivfide offers Brokers a Unique M&A Solution