This is a qualitative B2B survey in Canada that is currently in progress, and the client needs help with the recruitment.
Objective
The objective of the study is to explore how commercial insurance distribution is evolving and how trends such as delegated authority/MGAs, wholesale and specialty access, digital tools, and shifting client expectations are influencing the way insurers and brokers work together.
Key Questions
Key questions recruiters can share potential participants during screening:
- How commercial insurance placement is changing (the role of brokers, MGAs, wholesalers, digital platforms, etc.).
- Where distribution channels are gaining or losing momentum.
- How insurers are using delegated authority, segmentation, or compensation models to shape broker partnerships.
- How client expectations around speed, service, and digital access are influencing distribution.
- Emerging trends from the US, UK, other markets that may be relevant to Canada.
- What capabilities or investments will matter most for insurers and brokers going forward.
Research Locations
Canada. Targets by language, which affects regional dispersion. Otherwise no geographical quotas.
Research Methodology
- Recruitment for online IDIs.
- Recruitment service up to greet hosting: chasing respondents to ensure timely attendance; introducing them to the moderator online at the beginning of the webmeeting, as well as incentives and their distribution.
- The client moderates.
- Maximum duration of the in-depth interview is 60 minutes..
Recruitment Criteria
- 5+ years of experience in commercial insurance (brokerage, MGA, carrier, wholesale, delegated authority, or distribution-related role).
- Strong familiarity with how commercial risks are placed, incl. interaction with insurers, MGAs/DUA markets, wholesalers, or digital/aggregator platforms.
- Exposure to distribution strategy elements, such as partner selection, market access, broker-insurer engagement, or placement workflow.
- Ability to speak about industry trends, challenges, and shifts.
Procedure
- Before any interview is scheduled, we will need each respondent’s profile shared for client approval (including company name, role, and tenure at the company).
- The principal client will screen the experienced commercial insurance professionals for a 45–60 minute online IDIs (Microsoft Teams).
- Participants must consent to participate via Microsoft Teams and be comfortable using video and having their camera on.
- All interviews are conducted on a strictly confidential basis. No recordings or transcripts are shared with any third parties, and any insights are reported only in aggregated, anonymized form. We do not ask for confidential, proprietary, or commercially sensitive information; the discussion focuses solely on industry-level trends, experiences, and observations in commercial insurance distribution.
- Interviews should take place in the afternoons local time and potential participants will be given a few appointment options to choose from.
Number of Participants
- 7 Respondents in English speaking provinces.
- 3 Respondents in French speaking provinces.
Companies to Avoid
- Assurance Image.
- Aviva.
- Cayuga Mutual.
- Federated.
- Gallagher.
- HMS.
- Incline P&C Group.
- Intact.
- Intergroupe.
- ivari.
- MacLachlan.
- Marsh.
- Northbridge.
- Nova Mutual.
- Pare Assurance.
- Quotey..
- SBI.
- Tokio Marine.
- Western Financial Group.
- Zenith.
Deliverables
No tactile outputs. Service only.
Tasks
Survey Partner
- Recruitment.
- Completing online screeners.
- Incentives and their distribution to respondents.
- Greet hosting.
WRA/Client
- Online screener in English and French.
- Webmeeeting platform.
- Moderating.
Project Timeline
March 2026.
Client Type
Market research firm. WRA client.
