Welcome to the Dream Team!
At Dream Team Consulting, I believe that success in the insurance industry isn’t just about navigating the challenges—it’s about having the right partners by your side to thrive. That’s why I’ve brought together an incredible group of strategic partners who offer the specialized products and services that every Canadian insurance brokerage needs to grow and succeed.
From cutting-edge technology solutions to innovative training programs, cash flow planning, cross-sell opportunities, and travel expertise for your personal “bucket list”—this Dream Team is here to help you and your brokerage unlock new potential, increase profitability, grow your team, and streamline operations. Each of these partners has been personally and carefully selected not only for their industry-leading solutions but also for their commitment to our shared mission of expanding, sustaining, and protecting your brokerage.
To access the preferred services and exclusive offers I’ve arranged, please use the referral links below. These links ensure you’ll receive top-tier solutions tailored to your unique needs.
Meet the Dream Team
Hire, Assess, and Train Your Licensed Insurance Brokers
When you successfully train your new hires 95% faster with Total CSR, it saves you time and money. (Up to $10,000-$15,000 per hire!)
Total CSR’s onboarding is faster, cheaper, and more effective than the stressful and expensive, traditional hiring and training process.
For 15 per cent off your subscription, please enter “anthea” when you check out.
Samos: Boost revenue by integrating Surgery Risk and Birth Risk solutions.
Surgical Risk – Samos Surgical Risk Insurance is Canada’s first insurance solution designed specifically to protect Canadians against the risk of accidental death during surgery.
It works similar to Life Insurance in the sense that if the policy holder dies during a covered procedure, the beneficiary would receive up to CAD $200,000.
Birth Risk – Empathy-first insurance
Birth is one of life’s most exciting and nerve-racking experiences. Birth Insurance was designed to bring peace-of-mind to this moment.
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Innovative software solutions to enhance your brokerage’s efficiency and compliance.
RPA FOR INSURANCE:
Pathway transforms insurance brokerages and agencies by harnessing the power of robotic process automation – software robots.
CONNECTION BOT:
Boost Retention Effortlessly with Connection Bot
And more – Form Builders, Self Service Kiosk, Document Delivery
For a $500 Discount on setup fee, use the code “DREAMTC” when you contact Pathway.
Cathryn Hawke, CPA
CFO and Cash Flow Mentoring for Insurance Brokerages
I help owner-managed insurance brokerages optimize cash flow, profitability, and growth with tailored strategies, scorecards, and monthly mentoring to achieve your goals.
Let’s streamline your operations and drive sustainable success!
Schedule your complimentary 30-minute “Right Fit” call to discuss your brokerage goals.
Stand out in the competitive insurance market with our Marketing Assessment! We’ll audit your online presence, refine your messaging, and provide actionable strategies to attract more clients and enhance your customer journey.
Right now, you can get this Marketing Assessment for $50 off by using coupon code DREAM.
Irina Mihaela, Entrepreneur Enlightenment
Navigating the Emotional Side of Leadership.
Scaling your business or preparing to sell it comes with more than just strategic and financial challenges—it involves managing the emotions of both you and your team. Success often hinges on how well you address these dynamics. If the “people side” of leadership has you second-guessing yourself, take the first step toward clarity.
Book a complimentary call with Irina, my trusted advisor, as my gift to you.
Socially Responsible Safaris
Socially responsible safaris bring positive economic benefits to local communities, involve environmentally sensitive accommodations, off-set carbon emissions, and generate meaningful relationships with host communities, schools and orphanages along the route.
Exclusive Welcome Gift: When you contact SRS, mention “Anthea sent me” for your complimentary welcome gift.
Have questions about which partner is right for your brokerage? I’m here to help!
Feel free to reach out to me personally, and together, we’ll create a customized solution that ensures your brokerage’s success.”
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