Jeff And Una Roy

Una Roy, VP Operations Excalibur Insurance Group

Una faces every obstacle, with Everest-like expectations.

In fact, after more than 22 years in the insurance industry, don’t even think about throwing a challenge in Una’s path unless you’re looking for serious results. Some call it leadership but those who know her best will simply tell you she’s always had a knack for creating repeatable success and attracting the right people.

The reality? Regardless of context, Una loves building a game plan that increases the odds of winning.

As Excalibur’s VP of Operations, she came to this conclusion years ago – talent doesn’t find you by chance. Una believes that first you need to know “what you stand against,” and then you need to engineer a system that makes it easier to attract and inspire like-minded people who live to make a difference.

As a coach, leader, colleague, wife, mom, volunteer and friend – when it comes to finding a better way to help, Una has always been hardwired for success.


Jeff Roy, CEO Excalibur Insurance Group

As a leader and coach, Jeff is fueled by three things: technology, people and big ideas. He believes that the key to innovation as an entrepreneur is best measured by the number of times you’ve tried something new – and your takeaways when things don’t go as planned.

What gives Jeff and his Excalibur team their edge? His peers believe it’s his refusal to wait for someone else to make a difference. In 2016, Roy and his team won a contest designed to encourage groundbreaking ideas on how technology can enhance the insurance industry (their winning idea became the Aviva Ally product). In 2018, Excalibur was recognized as the first-ever Safeco Agent of the Future and the marketing agency of the month in Rough Notes Magazine (only the third brokerage in Canada in 142 years to earn the publication’s cover story.)

Jeff currently sits on the IBAO, IBAC, CSIO Innotech, and CBN technology committees and has spoken to over 1,2000 agents and brokers across Canada and the USA, sharing his company’s journey and best practices. He produces a podcast called the Digital Insurance Pint that serves as a channel for brokers, insurers and vendors to engage in solution-driven discussions. Recently he joined the 101 Westland Labs Insurance Accelerator as an advisor to help new Insurtech companies that help the broker and agent channel.