brokerage of the year

Finalist for Brokerage of the Year

 

We are proud to announce that our brokerage has been selected as a Finalist for the Travelers Canada Award for Brokerage of the Year (fewer than 10 staff) in the sixth annual Insurance Business Canada Awards, the leading independent awards event for the insurance profession in Canada.

Presented by Insurance Business, the Insurance Business Canada Awards recognizes insurance professionals and organizations for their outstanding achievements, best practices and leadership in the insurance profession over the past 12 months.

“We are incredibly honoured to be nominated as a finalist for Brokerage of the Year (fewer than 10 staff). This is a huge recognition and achievement for our brokerage and reflects on the hours of thoughtful innovation we have invested into making our brokerage a true industry leader in service delivery, expertise, and community reputation,” says Andy Cassidy, Managing Partner and co-owner of Excel Beyond Insurance. 

“We have worked hard at elevating the level of knowledge and service delivered to clients and fostering a highly professional environment by likening our broker services to other financial service professionals such lawyers and accountants,” says Matt Cassidy, President and co-owner of Excel Beyond Insurance. “Congratulations to our fellow finalists and good luck to everyone. We are proud to stand with such noteworthy brokerages as we all work towards elevating the respect, relationship and integrity between staff, clients, and especially broker to broker interactions.”

Winners will be selected by an independent judging panel of industry experts and then revealed at the celebratory virtual awards show happening November 17-18, 2021. The virtual show will also feature live panel discussions with the finalists.

For the full list of finalists or more event information, visit www.ibawards.ca.

About Excel Beyond Insurance: Highly entrepreneurial people and businesses have complex insurance needs. Excel Beyond Insurance conducts an in-depth assessment of their unique needs and helps them develop a gap-free wealth protection plan that frees them to live purposeful, passionate lives and leave behind an impactful legacy. 

 

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