Field Notes for
Modern Brokerages.
Practical playbooks on AI, efficiency, marketing, and the value of independent advice — written for the brokerages building Canada's next chapter of insurance.
How Canadian Insurance Brokers Grow Their Book in 2026: The Modern Playbook
The complete framework for growing a Canadian insurance brokerage in 2026 — efficiency first, then cross-sell, then acquisition, then niche dominance.
Winning Younger Customers: A Tenant-Insurance-First Strategy for 2026
Why tenant insurance is the wedge product Canadian brokerages should use to acquire 20-somethings — and the lifecycle plan that turns a $20/month policy into a 30-year client.
The Broker–Realtor–Mortgage Playbook: Compliant Referral Partnerships That Compound
How to build referral partnerships with realtors and mortgage brokers that produce business for a decade — including compliance, scripts, and partner agreements.
AI for Insurance Brokers: A Practical Guide to Tools That Save Time and Win Business
What AI actually does for Canadian insurance brokers in 2026 — and the seven questions every broker should ask before buying a tool.
Why Independent Brokers Beat Direct Writers: The Real Value of Personalized Advice
What independent insurance brokers actually do that direct writers can't — and how to articulate that value to clients deciding between the two.
Cross-Selling Insurance: How to Turn One Policy Into a Multi-Line Client
Why cross-selling is the cheapest growth lever in a Canadian brokerage — and the trigger moments, scripts, and book-mining tactics that actually move the number.
Marketing for Independent Insurance Brokers: 7 Channels That Compound in 2026
A practical marketing playbook for Canadian independent brokerages — seven channels that compound, ranked by cost, time-to-revenue, and durability.
Cut 10+ Hours of Admin Per Week: A Brokerage Efficiency Audit
A practical audit framework for finding and reclaiming the 10+ hours each broker loses to admin every week — without buying a single tool.