Excel Metro Vancouver partners with Beyond Insurance
Excel Insurance Brokers Metro Vancouver partners with Alberta Insurance Brokerage in cross border expansion.
Excel Insurance Brokers (Metro Vancouver) Inc. is joining forces with Excel Group Partner, Beyond Insurance, an innovative, award-winning, independently owned Alberta brokerage to expand its insurance offerings to lower mainland clients. Over the next few months, we will be re-branding as Beyond Insurance.
Excel Metro Vancouver president Ricardo de Guzman says, “Right from our first meeting a few years ago, I was impressed with the strong customer service focus that Beyond Insurance has towards their clients. This alignment brings much needed inter-provincial expertise immediately to residents of both provinces who may own businesses or property such as secondary homes, rental accommodation, or recreational property in their neighbouring province.”
“The sophisticated property and business owner is our niche. It’s where we excel,” says Excel Beyond Insurance CEO Matt Cassidy whose agency won the Brokerage of the Year (fewer than 10 staff) Award from the Insurance Business Canada Awards in 2021, just four years after its founding. “We take a holistic, portfolio approach to risk management for our clients’ personal and business insurance needs,” says Cassidy.
With this strategic partnership, current and new clients will continue to receive personal, hands-on policy reviews for the best coverage to meet their needs. Vancouver clients will also benefit from Beyond’s streamlined electronic policy delivery and increased access to experts to assess and manage risk in BC and Alberta.
“It just makes sense,” says de Guzman. “Our now larger team of qualified, expert brokers can better utilize their respective knowledge of the BC and Alberta environment to better assess liability and insurance needs for our clients.”
Personal and clear oversight is the number one reason clients recommend Beyond Insurance. COO, Andrea Cassidy, “We support our brokers with innovative, digital processes, giving them the freedom to provide responsive personalized service to clients.” Clients of Excel Metro Vancouver can expect custom-tailored insurance coverage for their unique risk portfolios, clear open communication, a full audit of their current risk exposures, and expert recommendations around optimizing coverages, discounts, and products.
“We value the ability to give back to the communities that we live and work in, and as such connection and generosity are core values of our business. We look forward to serving Metro Vancouver clients and supporting Ricardo’s office team with our Alberta expertise and focus on going Beyond,“ says Cassidy.
Founded in 2017, Beyond Insurance is a full-service insurance brokerage that specializes in conducting an in-depth assessment of clients’ unique needs to help them develop a gap-free wealth protection plan for their business and personal insurance needs.
With offices in Red Deer and Metro Vancouver, Beyond Insurance brokers take pride in living, volunteering, and contributing to the communities where they work.
What does this mean for Excel Metro Vancouver Clients?
Clients of Excel Metro Vancouver can continue to expect tailored insurance coverage for their unique risk portfolios, clear open communication, a full audit of their current risk exposures, and bespoke recommendations around optimizing coverage, rate, and available products.
You continue to be well cared for as we grow. This strategic alignment allows us to maintain independent and entrepreneurial ownership, while empowering our team to be stronger and more responsive to provide you with increased access to insurance experts. You can look forward to streamlined and efficient electronic policy delivery. Along with hands-on policy reviews to ensure your policy has the best coverage possible. Our larger team of qualified, professional brokers maintain a current, in-depth knowledge of BC risks and potential impacts on your insurance as a BC resident or property owner.
- Excel Insurance Brokers (Metro Vancouver) Inc. is joining forces with Excel Group Partner, Beyond Insurance. An award-winning, independently owned Alberta brokerage to expand our insurance offerings to lower mainland clients. Through this exciting alignment, we are stronger, more efficient, and better equipped to deliver an elevated level of service to you.
- We can now offer you all robust personal lines insurance service for properties, watercraft, RVs and can offer a more holistic brokerage experience for your risks.
- You continue to be well cared for as we grow. This strategic alignment allows us to maintain independent and entrepreneurial ownership, while empowering our team to be stronger and more responsive to provide you with increased access to insurance experts.
- You can look forward to streamlined and efficient electronic policy delivery. Along with hands-on policy reviews to ensure your policy has the best coverage possible. Our larger team of qualified, professional brokers maintain a current, in-depth knowledge of BC risks and potential impacts on your insurance as a BC resident or property owner.
- If you own property, business, or vehicles in Alberta, we can insure it with our existing team.
- If you are moving to Alberta, we can transfer your business to our Alberta brokerage and have our customer care team extend their services.
What does this mean for Beyond Insurance clients?
Through this exciting alignment, we are stronger, more efficient, and better equipped to deliver an elevated level of service to you.
- If you own property, business, or vehicles in BC, we can insure it.
- If you are moving to BC, we can continue to take care of your insurance needs, and have a physical office in Vancouver, including ICBC though our affiliate network of Autoplan agencies.
- If you have a complex commercial operation, we have enhanced expertise and resources to assess your insurance needs and better protect your business assets and mitigate risks.
Watch our Announcement VIDEO HERE
