THE BTG DIFFERENCE
We identify and nurture leaders to become business owners with the mentorship and resources behind a leading network of brokerages. BrokerTeam Group invests in its partners. We provide you with the on-going support and tools you need to succeed in owning your own brokerage.
Start Up Funding
Secure the resources you need to get started. Have us help you financially while you make the transition from broker to owner.
Technology
Optimize the way you do business. We can provide a unique website, online quoters, digital marketing support, and enterprise software systems.
Experience
Receive years of knowledge and experience at your fingertips. We provide formal management and sales training, as well as on-going ad-hoc support.
Access
Get a higher level of service from insurance carriers without the hassle. Let us worry about contracts and relationships while you do what you do best - serving your clients!
OUR TEAM
Royle Leung
Chief Executive Officer
Royle drives our group's strategic direction and ensures its execution across the network.
Jessica Man
Chief Financial Officer & Chief Operating Officer
Jessica is responsible for our group's financial strategy and risk management activities.
Lolita Wong
Director of Brokerage Development
Lolita ensures our affiliated brokerages can build upon a solid foundation and reach exponential growth.
Fiona Yeung
Director of Business Development
Fiona optimizes the leads-generation process, user experience, client reporting, and sales workflows to grow books of business.
community projects
At BrokerTeam Group, we believe in our community and have dedicated resources to create experiences that give back. We launched Project Spotlight in 2018 as an annual initiative that brings to light many overlooked needs of our community.
In addition to our own community projects, we want to help with causes that are important to you. We are here to support you with our experience and promotion of your event or campaign!
Our Insurance CARRIERS
More than a brand
We are a family at BrokerTeam Group that support each other and share our experiences. In addition to our annual forums, BrokerTeam University and holiday parties, we have recently launched the BrokerTeam Excellency Fund to highlight distinction within our network. Designed out of a desire to support our colleagues and their families in pursuit of their passions, the Excellency Fund will contribute towards their expenses while competing/showcasing internationally in academic, creative, or athletic event.
KEY MILESTONES
A-Z Insurance joins BrokerTeam Group as an affiliate brokerage. In just 2 years since its inception, Brokerunion has won the IBAO Brokerage of the Year – Under 25 Brokers award. BrokerTeam Insurance expands the brand into Alberta with the opening of their first office in the Sherwood Park neighbourhood of Edmonton, Alberta. Originating as the Client Service Centre of sister brokerage, BrokerTeam Insurance, CSC Insurance launches as an independent brokerage within the BrokerTeam Group family. Brokerzone Insurance opens in Mississauga with an experienced team to find solutions to your unique insurance needs. BrokerUnion Insurance launches in Pickering with a commitment to serve their clients in a timely, affordable, and professional manner. Bespoke Insurance opens in North York to provide affordable coverage tailored to your individual and business needs. Eon Insurance launches with a brand new team of seasoned brokers. BTID and Idea Insurance join together to create Begin Insurance. BrokerTeam Group welcomes its first technology partner, BT Summation, with a focus on developing insurtech and fintech solutions for small and medium sized enterprises. BrokerTeam Insurance wins IBAO Brokerage of the Year! BrokerTeam Group expands our network to Alberta with Inspire Insurance, a team of young and dynamic insurance professionals. ETC Insurance launches in Markham with long-time friends with extensive experience in the industry. Idea Insurance launches in Hamilton and combines the best aspects of a traditional brokerage with the speed, convenience and choice of an online platform. Chat Insurance opens to serve the quickly expanding Chinese market. BTI Direct is created as BrokerTeam Group’s first digital brokerage. BrokerTeam Group expands outside of Ontario for the first time with Admiral Insurance Services based out of Vancouver. PrimeService opens to serve the Farsi-speaking community in the GTA. BrokerTeam Group’s first affiliate, CoreService is created to serve the Korean community. Our 5 founding partners come together to form BrokerTeam Insurance.
