Robertson Morris Consulting offers a full suite of consulting services to insurance brokerages.
The firm’s founder, Peter Morris, currently serves as the Principal Broker to a number of Ontario brokerages.
In addition to serving as a Principal Broker, Robertson Morris can help manage the ongoing business relationship with carriers, assist the brokerage in developing a strategic plan, and support producers in structuring insurance programmes for large commercial accounts.
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.
Robertson Morris has helped brokers obtain the initial contracts required for licensing and has helped guide principals through the licensing process.