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Support That Scales
With more than 65 years of experience in benefits administration, American Fidelity partners with school districts to simplify enrollment, streamline compliance, and strengthen employee understanding of their benefits. Their focus is on helping HR teams do more with less, while ensuring employees feel informed and supported.
Why CASBO? Access, Insight, and Relationships
Before joining CASBO, American Fidelity recognized a gap. They knew they could help districts—but didn’t always have the right entry point or the context to tailor their approach.
“Through CASBO, we’ve gained insights that allow us to better serve school districts and educate employees on the complexities of benefits,” shared Barry Healy, Regional Manager, California, American Fidelity Assurance Company.
By becoming a CASBO partner, American Fidelity has connected directly with the professionals making decisions in districts every day. That access has been a game-changer.
Visibility That Builds Trust
CASBO events have helped American Fidelity grow awareness statewide, but more importantly, they’ve opened the door to meaningful conversations. From workshops to hospitality events, the team has had consistent opportunities to engage with school business leaders in ways that go beyond surface-level interactions. “Our return from the CASBO partnership has resulted in new district relationships and greater awareness of how we can help,” Healy said.
This kind of exposure isn’t just marketing—it’s about being present, showing up with value, and becoming part of the solution.
Becoming a Trusted Partner
The CASBO connection has done more than expand reach. It’s helped American Fidelity build lasting relationships and earn a reputation as a trusted, reliable partner in the K–14 space.
“Our partnership with CASBO has enabled us to build meaningful relationships every day—based on trust, collaboration, and shared purpose,” Healy noted.
When your values align, everything clicks. That’s been the case here.
Advice to New Partners
Healy encourages others thinking about partnership to lead with service.
“In education, your name and reputation mean everything. CASBO brings both visibility and credibility—and opens doors to conversations that might not happen otherwise.”
Looking Ahead
American Fidelity’s CASBO partnership has become a strategic part of its outreach and relationship-building in California. With a focus on long-term support and partnership, the company continues to help school business professionals navigate benefits with confidence and clarity.
About American Fidelity
American Fidelity is a supplemental insurance and benefits administration company specializing in the education, public sector, automotive and healthcare industries with products like group and individual life, health and annuity services as well as other financial security products and services.
We focus on serving those who serve others. The majority of our policyholders help their communities as teachers, firefighters, police, healthcare providers, city employees and manufacturers. We appreciate all they do for communities around the U.S.
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