A Founding Partner of Excel Insurance Group,
Formerly Phoenix Insurance
From the Ashes, We’ve Risen
After two decades operating as Phoenix Insurance Group, partners Douglas H. Morrow and Kevan Letourneau decided to launch Excel with a renewed vision: to build an independent group of Partnered brokerages that creates entrepreneurial opportunities for the best insurance professionals. The idea remains today: you can build and own a book of business within an office, you can own an office, or you can be a Partner in one.
While the rest of the Phoenix Partnership group decided to sell to Hub International in 2011, the founders formed Excel Insurance Group & our office RiskTech Insurance Services (formerly Excel Insurance & Risk Management). They made commitments and kept more than 30 insurance company contracts intact. Our office also continued to be the exclusive Assurex Global Partner for the Canadian Prairies and middle Canada.
Within 3 years, Excel Insurance Group welcomed 3 more independent insurance brokerages into the Excel family: Sheppard Insurance & Risk Management, Treasures Insurance and Dyberg Insurance, transforming the once completely independently-owned companies into a powerful group of independent insurance brokerages now operating under Excel Insurance Group. Today we span Western Canada and work across the country – and internationally – on any cross-border insurance and risk management requirements.
Continued Independence, Internal Succession Planning
In 2017, Excel RiskTech welcomed new Partners into the teams as part of an internal succession plan and to remain independent for future generations. At that time, our particular Excel office changed its name to RiskTech Insurance Services because of their deeply technical risk experience in brokering, risk management, contract review and more.