Jeff Roy – President & CEO of Excalibur Insurance Group


Jeff Roy – President & CEO of Excalibur Insurance Group on the Connected Insurance Podcast presented by Agency Revolution

Jeff Roy, Award Winning Broker: ‘The ones at the top aren’t in the insurance business first. They’re in the experience business first.’

How can you know what’s really working today in insurance marketing? One way is to listen to agents and brokers whose marketing is doing just that: working.

Jeff Roy, President & CEO of the Excalibur Insurance Group in Canada delivers a plateful of ‘real beef’ in this podcast conversation with Michael Jans. You’ll discover why he was awarded Aviva Canada’s first Broker’s Hackathon, a contest designed to encourage groundbreaking ideas on how technology can enhance the industry:

  • Be prepared to take notes when Jeff describes the different technologies he uses to communicate with his customers and marketplace. (And ‘take note’ when he explains what ‘technology is not’).
  • Get Jeff’s take on the agency of today… and which ones are not prepared for the industry of tomorrow.
  • See how Jeff’s agency connects with customers at the deepest possible levels… with content the customer actually wants!

Please don’t miss this conversation with one of the industry industry’s most respected insurance brokers. Listen today and get ideas you’ll put into practice tomorrow!

What are other agents & brokers doing to thrive? What are the biggest trends affecting the retail insurance agent & broker? What are the most important strategies and tactics you need to grow faster?  Find out here in the Connected Insurance Podcast, where Michael Jans discusses the biggest issues affecting the independent insurance agent and broker with the industries leading figures.


One More Thing! What do you think? How will you and your peers use this to grow your agency or brokerage? Share your thoughts in the comment section below, subscribe to get updates delivered to you, and *please share this if you found it informative.