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 ExecutiveI also know that owning an insurance brokerage is challenging at the best of times. So many changes. So many markets. So many products. So many regulations.
How do I know this? I’ve been in your shoes for over 30 years.
I work with brokerage owners and your teams to meet regulatory compliance, avoid consumer complaints, protect your brokerage value, and sustain relationships with your clients, employees, and carriers.
If crisis threatens your brokerage, are you prepared? Do you have someone with the experience, time and credentials ready to step in when you need to step away?
HI, I'M ANTHEA
AS A FORMER INSURANCE BROKERAGE OWNER, AND A CURRENT CONSULTANT TO BROKERAGES ACROSS CANADA, I CAN HELP
AS A FORMER INSURANCE BROKERAGE OWNER, AND A CURRENT CONSULTANT TO BROKERAGES ACROSS CANADA, I CAN HELP
Let's discuss how I can help you protect the value of your business.
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?
"Anthea, thank you for your service and for all your wise counsel. Thanks to you we are much better equipped now to interact and comply with RIBO and its regulations! "
A Happy Client
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?
Are you planning to expand into new provinces? 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 and lose sleep about your designated representative.
Introducing our Flagship service, our Comprehensive Compliance Review
Make sure your brokerage is fully aligned with regulatory requirements. Tailored to meet the unique needs of your brokerage our review will:
Evaluate Compliance:
Identify areas of strength and pinpoint any potential deficiencies in meeting regulatory requirements.
Assess Readiness for Principal Broker Transitions:
Anticipate the unexpected by evaluating your firm’s readiness for changes in leadership.
Ensure continuity and preparedness in the event of the departure, death, or illness of your current Principal Broker.
What this Means for Your Organization
Identify Compliance Deficiencies:
Gain clarity on any shortcomings in your regulatory compliance. Our audit pinpoints areas for improvement, allowing you to proactively address compliance gaps.
Safeguard your brokerage’s reputation with a proactive approach. By identifying and rectifying compliance issues, you minimize the risk of reputational damage within the industry and among clients.
Provide Tailored Recommendations; We don’t just highlight issues; we provide actionable recommendations for your team to implement, ensuring ongoing compliance and excellence. Our recommendations also empower you to take preventive measures, minimizing the impact of unforeseen events
Additional ways I can help.
☑ Acting as Your Principal or Deputy Principal Broker
☑ Training Your Future Insurance Leaders with our Visionary Insurance Leaders
program
☑ Boosting Your Brokerage Revenues with Life Insurance Products
☑ Profitable Producers – Own Your Niche, Powerful Proposals, Relationship
Building Role Play, Mystery Shopping
☑ Retaining Long Term Profitable and Loyal Clients
☑ Speaking at Your Event/Conference
My Credentials
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
- Currently Level 3 licenses in all provinces except Quebec
- Co-Author, Insurance Exposed, published 2015
- B.A., Hons, University of Waterloo, 1989
- Gold Award, Best People (Insurance), Waterloo Chronicle Readers Choice Awards
- Platinum Award, Best Insurance Company, Readers’ Choice Awards
- Platinum Award, Favourite Insurance Agency, Waterloo Chronicle Readers Choice Awards
To discuss how I can help you protect the value of your business.
Copyright © 2023 Dream Team Consulting. All Right Reserved.
Privacy Policy
Privacy Policy