Big Ideas

for Insurance Brokers / Agents

Jeff Roy helps insurance brokers reimagine what’s possible – blending tech smarts, gut instinct, and a willingness to do what others won’t.

Recognized as an industry leader within North America, he’s known for being part instigator and innovator – and on a mission to challenge conformity one bold idea at a time.

Builder. Leader.

Game Changer

He didn’t fall in love with insurance, it was the vision for a better path forward that caught his eye.

For Jeff (much like the transformative nature of AI), “business as usual” is not a concept that makes him smile.

Inspiring a ‘new school’ of thinking for agents & brokers.

From lessons learned in the trenches – to technology that actually moves the needle – this is where Jeff unpacks what’s working and what’s not.

  • How to Build Your First Agentic AI Agent

  • Please Stop Bedazzling your Brokerage

  • Why Your Brokerage Needs AI Agents

  • AI Browser Might Steal Your Wallet

  • How to Build Your First Agentic AI Agent

  • Please Stop Bedazzling your Brokerage

Keynotes for

Agents & Brokers

Who don’t need permission.

Jeff gets seriously fired up about helping brokerages turn disruption into opportunity. He doesn’t deliver keynotes. Jeff delivers wake-up calls.

You don’t need another pep talk. You need a plan, along with the courage to press go.

Where brokers crack open unfiltered conversations about growth, grit, and going digital.

Jeff and crew sit down with people who’ve tested limits, taken hits, and found their own way forward – so you can, too.

Where creativity meets Clamato.

When he’s not helping agents and brokers future-proof their companies, Jeff moonlights as “Dr. Caesar” – often infusing legendary Canadian cocktails into your thirst for excellence.

Every great idea starts with curiosity, a few laughs and sometimes a little Worcestershire.

Inspired as Owner & CEO of Excalibur Insurance.

Artie the Good Knight and the Excalibur Academy

This adventure fantasy highlights the importance of friendships, honourable choices and facing your fears.

Protecting Your ASSetts

24 things you need to know to protect what you’ve worked hard to build.

Fueling a Passion for Reading

In my opinion reading empowers leadership – and in every child’s journey we have Teachers who shoulder a great responsibility in shaping the young minds of tomorrow.

It’s for that reason we created the ‘Read to Ride Program’ – to support teachers and empower students in developing a lifelong love for reading.