Anthea is the most genuine entrepreneur I have ever met. She collaborates, manages and leads in a very down to earth manner… She can help an insurance brokerage in a pinch if there is a need for outside help to run/manage the brokerage. She’s a professional consultant who can provide thought leadership and strategic assistance.
All in all, Anthea has a lot to offer!
Gerry De Lauro, Insurance Executive
Owning an insurance brokerage is challenging at the best of times. So many changes. So many markets. So many products. So many regulations.
Every brokerage in Ontario, B.C. and Alberta must have a “designated representative” to supervise brokers. The supervising broker needs to hold the appropriate license for each province the brokerage is licensed in.
Do you have someone with the experience, time and credentials ready to step in when you need to step away?
Book a call with me today to discuss how I can help you protect the value of your business.
As a former insurance brokerage owner,
I can help
You may want to expand into new markets
The Freedom to step away for a period of time
Continue operating while the search is underway for your principal broker
My extensive experience, certifications, and in-depth understanding of the industry fills the gap when you need temporary coverage. Chances are, there will be a time when you need someone else to step in as principal broker.
Are you ready?
Book a call with me today to discuss how I can help you protect the value of your business.
It’s like having insurance for your insurance brokerage
Maybe you’re due for some quality time off with your aging parents.
Or you’d benefit from a period of reflection to recharge and determine next steps for your future.
Would you be stuck if your principal broker resigned?
What happens if you get sick? What happens to your business and your family if you pass away unexpectedly?
Maybe you’re ready to expand into Ontario, Alberta or British Columbia. Perhaps you have lots of great brokers but no one who’s qualified to step into management yet.
This is the insurance business – you know how important it is to plan ahead and minimize your risk! No need to interrupt operations and revenue while you search for your next designated representative.
I can provide the fractional, stand-in, stop-gap experience you need
Credentials
- Employee > President, Mumby Insurance Brokers Incorporated, 1987-2021
- Registered Insurance Brokers of Ontario (RIBO), 1988
- Principal Broker (Unrestricted), 2000
- Chartered Insurance Professional, Insurance Institute of Canada, 2001
- Current Level 3 credentials for Ontario, Alberta, British Columbia
- Co-Author, Insurance Exposed, published 2015
- B.A., Hons, University of Waterloo, 1989
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