Business Details
Trusted Insurance Brokers in Calgary
At Excel Insurance Group, we are dedicated to providing relatable advice and delivering ongoing risk management solutions tailored to our clients' needs. Our mission is to counter the industry trend of consolidation that limits client options and service quality. As a full partner in Assurex Global, the largest network of independently owned insurance brokerages worldwide, we combine global reach with local expertise. Our team of specialized industry experts harmonizes deep technical knowledge with comprehensive program design to deliver customized products. We maintain the ability to respond quickly and act decisively, ensuring our clients receive the best possible service.Our confidence stems from our unwavering commitment to integrity and doing the right thing for every client, every time. Through our partnerships, we empower independent brokers to compete at the highest level while preserving their autonomy. We provide access to over 30 contracted markets, cutting-edge broker management technology, and comprehensive back-office support. Our core values of enterprising spirit, accomplishment, thoughtfulness, trustworthiness, responsiveness, collaboration, and connection guide every decision we make. With Excel Insurance Group, clients gain a partner that prioritizes their needs and helps them realize their dreams without limitations.
Services
Commercial Insurance
Risk Management
Market Access
Technology Solutions
Back-Office Support
Practice Group Leadership
Marketing Support
Succession Planning
Policy Management
Insurance Broker Partnerships
Highlights and features
- We are part of the largest global network of independent insurance brokers
- We maintain independent broker ownership while providing global resources
- We offer access to 30+ contracted insurance markets and privileged relationships
- We provide cutting-edge broker management technology and back-office support
- Our core values prioritize client needs with integrity and responsiveness
Associations and certifications
- Assurex Global
What people say
Exceptional market access
Cutting-edge technology
Comprehensive back-office support
Preserved independence
Personalized service
Services
Commercial Insurance
Excel Insurance Group provides tailored commercial insurance solutions designed to address specific business risks. Our partners access diverse insurance products and contract terms to create customized protection plans. We combine industry expertise with global market connections to deliver comprehensive coverage options for businesses of all sizes.
Risk Management
Our risk management services focus on identifying, assessing, and prioritizing business risks. We develop strategic mitigation plans using industry-specific expertise and global insights. Partners gain access to specialized tools and collaborative problem-solving approaches to minimize potential threats while maximizing growth opportunities for their clients.
Technology Solutions
We offer proprietary broker management systems including CRM, policy lifecycle management, and automated document creation. Our Virtual Insurance Office platform provides digital storage, call recording, and integration with Microsoft/Google platforms. These tools streamline workflows and improve operational efficiency for partner brokerages.
Back-Office Support
Excel Insurance Group provides comprehensive administrative support covering accounting, payroll, and insurance company payables. We handle technical operations while partners focus on client relationships. Our support services include IT assistance and technology implementation to ensure smooth brokerage operations.
Insurance Broker Partnerships
We connect independent brokers through a collaborative network that shares best practices and market access. Partners maintain ownership while benefiting from group purchasing power and shared expertise. Our rigorous selection process ensures all partners meet high standards of excellence and client service.
People
Matt Cassidy
Founder
Co-founder of Excel Beyond Insurance Inc., Matt Cassidy brings entrepreneurial vision to Excel Insurance Group. He champions independent broker growth through shared expertise and collaborative industry interactions.
Andrea Cassidy
Founder
As co-founder, Andrea Cassidy focuses on empowering brokers through technology access and operational support. She emphasizes group purchasing power and knowledge sharing to help partners compete at the highest level.
Questions
What makes Excel Insurance Group different from other insurance networks?
We combine global resources with independent broker ownership, offering market access, technology solutions, and back-office support while maintaining local autonomy.
How do independent brokers benefit from partnering with Excel Insurance Group?
Partners gain access to 30+ contracted markets, advanced broker management systems, collaborative industry networks, and comprehensive operational support.
What types of insurance services does Excel Insurance Group offer?
We provide commercial insurance solutions, risk management consulting, policy management tools, and specialized industry coverage through our network of independent brokers.
Can new insurance brokers join Excel Insurance Group?
We typically partner with established brokerages, but support growth through new branch locations and acquisitions once partners join our network.
What technology solutions does Excel Insurance Group provide?
Our proprietary Virtual Insurance Office platform includes CRM, policy management, document automation, digital storage, and integrated communication tools for brokerages.
