Calvo Consulting provides market intelligence, strategic assessment, and business consulting for insurers, brokers, MGAs, MGUs, retailers, banks, and any distribution channel in the insurance industry.
Specialized consulting and assessment for all players in the insurance ecosystem.
In-depth evaluation of operational and technological maturity — identifying gaps, risks, and opportunities for any player in the insurance ecosystem.
Elicitation, documentation, and validation of business requirements — ensuring projects and strategic decisions start from a solid, well-defined foundation.
Guidance and oversight of projects end-to-end: planning, stakeholder management, scope and timeline control, with methodologies adapted to the insurance context.
Analysis of the insurance market and distribution ecosystem — insurers, brokers, MGAs, MGUs, retailers, and banks — to ground strategic decisions in real sector knowledge.
Aligning processes with SUSEP and LGPD requirements — translating regulatory rules into practical business requirements for any ecosystem player.
Consulting for ecosystem players looking to enter new markets or expand their operations — with feasibility analysis, regulatory mapping, and strategic positioning.
Platforms & Technologies We Know Inside Out
Calvo Consulting was founded in 2011 with one goal: provide strategic intelligence and specialized consulting for all players in the insurance industry — not just carriers.
We serve insurers, brokers, MGAs, MGUs, retailers, banks, and distribution channels. We speak the language of insurance and deliver guidance that generates real results.
Talk to an ExpertWith over 20 years of experience across the insurance ecosystem — at insurers, brokers, MGAs, and technology platforms — Henrique founded Calvo Consulting to bring genuine sector intelligence to the market. His hands-on experience on multiple sides of the insurance value chain means his guidance is grounded in how the business actually works.
LinkedInWhat sets us apart from generalist consulting firms.
We know insurers, brokers, MGAs, MGUs, retailers, and banks from the inside — our recommendations reflect the reality of the entire distribution chain.
We evaluate your situation with no ties to vendors or platforms — you get the right guidance, not the one that earns us a commission.
Projects across Asia, Europe, Latin America, and North America — with deep understanding of the regulatory and market differences of each region.
Our role is to strengthen your decision-making capacity — with analysis, clarity, and recommendations built on decades of sector experience.
Real results for real players across the insurance ecosystem
"Calvo Consulting was essential in the assessment of our distribution model. The ecosystem view and depth of sector knowledge make all the difference."
"We engaged them for a strategic diagnosis project and they delivered with clarity, on time, and with quality. I recommend them to any sector player looking for serious guidance."
"Excellent command of SUSEP and LGPD regulations. They helped us map compliance risks and define an action plan in record time."
Common questions about consulting and assessment for the insurance ecosystem.
Any player in the insurance industry: insurers, brokers, MGAs, MGUs, retailers, banks, affinity groups, and insurtechs. Calvo Consulting works across the entire insurance distribution value chain — not only with carriers.
It is a structured evaluation of your business's operational, technological, and regulatory maturity within the insurance ecosystem. The output is a clear diagnosis with identified gaps, mapped risks, and a prioritized roadmap — a solid foundation for any strategic decision.
No. We serve clients across Latin America and have experience in international projects in Asia, Europe, and North America. Our CEO Henrique Calvo has managed global teams throughout his 20+ year career in the insurance sector.
We translate SUSEP and LGPD regulatory requirements into practical business requirements. We map processes, identify non-compliance risks, and guide on the necessary adjustments — for insurers and for any distribution channel subject to regulation.
It starts with a diagnostic conversation to understand your context and challenges. From there, we propose a clear work plan with defined scope, deliverables, and timeline. We are fully vendor-neutral — our only interest is the right outcome for your business.
Let's talk about your challenges and how we can guide your strategy.
Schedule a Free Consultation