What We're Looking For
People of Character
Partners in Excel Insurance Group stand out from their competitors. They are reputationally known for their character and integrity, as well as their technical expertise. They are responsive and proactive, passionately driving toward collaborative, enterprising solutions for their clients. They are champions of service and empathy.
The most successful applicants are thoughtful, trustworthy, and accomplished. They are good people and well-liked in their communities. Industry representatives and clients speak highly of the breadth of their experience, knowledge, and technical skills. They are well-known for their quality of relationships.
Established Insurance Brokerages
Generally speaking, Partners in Excel are running established insurance brokerages when applying. While exceptions can be made, we don’t typically start new brokerages with brand new Partners. Once a part of the group, new branch office locations, acquisitions, and other growth strategies are all possible. However, it is more typical for applicants to be accepted when they have a track record of running a profitable insurance brokerage.
Brokers That Want To Grow Their Brokerages
Excel Insurance Group offers a long list of services to our Partners. Excel provides partners with access to over thirty contracted markets and delivers preferred relationships with markets that do not contract. We offer opportunities to connect with key industry professionals, internal industry Practice Group leaders, sales champions and marketing support. Brokers looking to grow their business and make good use of the tools to do so, should consider applying.
The Application Process
All partners must complete an application and provide company reports on their books of business with each of the carriers with whom they work. The application process is comprehensive and all information shared is governed under a mutual confidentiality agreement.