Robertson Morris Consulting offers a full suite of consulting services to insurance brokerages.

The firm’s founder, Peter Morris, has previously served as the Principal Broker for a number of Ontario brokerages.

Robertson Morris has helped brokers obtain the initial contracts required for licensing and has helped guide principals through the licensing process. For brokers who are planning to establish their own brokerage, Robertson Morris will help draft a business plan that will serve both as an information resource to prospective markets as well as a guide to the brokerage once up in operation.

Insurance Brokerage Consulting