Anthea Mumby, BA, CIP, RIBO Level 3
Principal, Dream Team Consulting

You Know Something Is Off. Let's Find Out What It Is

Most brokerage problems were visible months before they became urgent.
The Brokerage Success Blueprint gives you the clarity to act before that window closes.

The Cost of Waiting

Running an insurance brokerage means carrying a lot.
Regulatory pressure.
Staffing strain.
Market shifts.
Revenue plateaus.
Succession questions you haven't had time to sit with properly.Most brokerage leaders are making high-stakes decisions without a clear view of the full picture.Not because they lack capability — because they lack time and distance.The conversations I have with brokerage owners before a Blueprint often sound the same.Something feels off but there's no time to investigate it properly.
A compliance gap that's never been flagged.
A leadership structure that hasn't kept pace with growth.
A succession plan that exists in someone's head but nowhere else.Left unaddressed, these are not inconveniences.A regulatory complaint or E&O exposure can run $50,000 to $200,000 or more.
A brokerage that isn't succession-ready loses significant sale value — on a $2M to $5M book, that's not a rounding error.
A key person departure without a transition plan can cost $30,000 to $80,000 to recover from.The Blueprint costs $7,500.Most owners find it pays for itself before the report discussion is finished.

A confidential, senior-level diagnostic for insurance brokerage owners and leadership teams.

This is not a coaching program.
It is not ongoing consulting.
It is not a regulatory audit.
It is a structured diagnostic review that gives you a clear, candid picture of how your brokerage is operating — across leadership, compliance readiness, revenue, technology, succession planning, and financial resilience — and exactly where your highest-priority risks and opportunities sit.
You receive a customised Executive Report with specific, actionable findings. Not a template. Not generic recommendations. A report built around your brokerage.

What Your Blueprint Delivers

  • A comprehensive pre-engagement questionnaire covering leadership, compliance readiness, revenue, team structure, technology, succession, and financial readiness

  • A customised Executive Report outlining key risks, blind spots, priorities, and recommendations specific to your brokerage

  • A focused review discussion to walk through findings, clarify insights, and answer your specific questions

  • Clear priorities to stabilise, strengthen, or grow — whether you act independently, with your team, or with outside support

  • Optional introductions to trusted strategic partners if additional expertise is required

How it Works

Step 1: Purchase Your Blueprint
Payment is received and your confidential questionnaire is delivered within 24 hours.

Step 2: Complete Your Questionnaire
You complete a comprehensive confidential questionnaire covering every dimension of your brokerage operations. Thorough but designed not to disrupt your day.

Step 3: Receive Your Executive Report
Your customised Executive Report is delivered within 30 days — outlining key risks, priorities, and recommendations specific to your brokerage.

Step 4: Review Your Findings
We meet for a focused, time-bound discussion to walk through your Blueprint findings. Designed for clarity and action, not ongoing consulting.

Built by Someone Who Has Walked in Your Shoes

I spent more than 30 years as a brokerage owner, Principal Broker, and licensed insurance professional across multiple provinces.
I know the weight of the decisions you are making.
I know what it costs to get them wrong.The Brokerage Success Blueprint is grounded in that experience — not theory, not frameworks borrowed from other industries.It reflects what actually works inside real brokerages, where time is limited, the regulatory environment is unforgiving, and the stakes are high.Anthea Mumby, BA, CIP, RIBO Level 3
Principal, Dream Team Consulting
Former Brokerage Owner

Is This Right for You?

  • You are an insurance brokerage owner or senior leader responsible for compliance, people, revenue, and long-term sustainability

  • You sense something needs attention but lack the time or objectivity to prioritise it properly

  • You are approaching a transition — ownership change, leadership shift, succession, or a potential sale — and want a clear picture before you move forward

  • You want an outside perspective from someone who understands the Canadian brokerage environment at a senior level

This is not for you if:

  • You are looking for reassurance rather than clarity

  • You want someone to tell you everything is fine

Brokerage Success Blueprint

$7500 CAD

Includes your confidential questionnaire, customised Executive Report, and a focused review discussion.
Delivered within 30 days of completed questionnaire.
I work with a limited number of Blueprint clients at one time to ensure every report receives the attention it deserves.

Have a question before you commit? Email [email protected]