Jeff and Una Roy: Big Growth in a Small Town
We caught up with Jeff and Una Roy at the IIANC InsurExpo and chatted about their journey to become a high-growth agency.
#002 – George and Charlotte sit down with superstars Jeff and Una Roy, owners of Excalibur Insurance in Clinton, Ontario, Canada.
In 2011, Jeff and Una Roy were facing stagnant growth and made a decision to take action to change their agency.
Today, their agency is thriving, their staff is happier, and they are enjoying the business more than ever before.
In this interview, Jeff and Una reveal:
- The first step they took toward transforming their agency
- How establishing a brand impacted their agency growth
- Why failure is good
- What they are doing to reward their staff
- The key question every agency owner must ask themselves
“Failure is a bruise, not a tattoo.” – Jeff Roy
Hosts & Guests
Jeff & Una Roy
#038 — Ron Berg, retiring director of the Agents Council for Technology (ACT) joins us to discuss how technology impacts customer satisfaction, the critical role of cyber security in agencies, and how insurtechs are helping agents serve their customers better.
Jes Lipson, CEO of Levitate joins us to talk about the lost art of keeping in touch and how doing it the right way can spur higher sales and higher agency value.