Vision & Direction

As a founding Partner in Excel Insurance Group, we share a common vision with all of our offices.

We drive exceptional solutions that respond to what keeps a client up at night so that

you’re your dreams are not limited by any fear of risk.

Founded on principles of integrity and character, we deliver exceptional service and insurance solutions; our clients are empowered by the next generation of insurance brokers with entrepreneurial drive. Our brokers are backed by the power of a national play and market excess through Excel Insurance Group, as well as an international partner in Assurex Global. We focus on internal succession planning and onboarding new Partners that can own their own book of business; we look to the future because our clients are better served by a determined, agile insurance professional with entrepreneurial passion and commitment.

InsureTech: Creating Broker Technology to Shape the Future

Excel RiskTech is spearheading the Excel Insurance Group vision of democratizing agency management technology. RiskTech is the flagship client for VIO (Virtual Insurance Office), a new kind of Broker Management System (BMS) with:

  • 360° customer lifecycle management (sales to renewal)
  • Workflow automation
  • Single-entry/ multiple document output
  • Seamless accounting
  • CSIO downloads
  • Client login capabilities
  • Claims management;
  • and more.

We created VIO for commercial and personal lines clients, so that you are enabled to manage your insurance and risk portfolio with easy logins, exceptionally transparent service, and unsurpassed advocacy. This is 24/ 7, on demand service.

We also created VIO to help other independent brokers pay fair prices for technology that will help propel their broker workforce into the future. With VIO, data entry isn’t a broker’s day-to-day job. Rather, it is to live and breathe insurance, risk management, and client service.

Access VIO Now

Excel Ahead

With clarity of purpose, we unite with clients' so they go farther