Owned Here. Operated Here. Invested Here.
What That Means for Our Clients
In a world where many insurance brokerages are quietly being acquired by national and international firms, ownership matters more than ever. At Beyond Insurance, we are proudly owned here, operated here, and invested here. That local ownership shapes every decision we make and directly impacts the service, advocacy, and expertise our clients receive.
As a locally owned and operated insurance brokerage founded in Red Deer, we work alongside the same communities we serve. Our clients are business owners, entrepreneurs, and families who are deeply invested in their people, their work, and their future. They expect more than a transaction. They expect thoughtful guidance, trusted advice, and a partner who understands the realities of doing business in Central Alberta.
Why Local Ownership Matters in Insurance
Who owns your insurance brokerage matters because ownership influences priorities. Independent brokerages are not driven by shareholder targets or centralized sales quotas. Instead, we are driven by relationships, long term outcomes, and accountability to our clients.
Being independently owned allows us to remain client first in every recommendation we make. We are not tied to one insurer, one product, or one way of doing things. This means we can advocate fully on your behalf, explore multiple options, and design insurance solutions that align with your actual risks and goals.
For clients seeking insurance, this independence translates into better advice, stronger advocacy during claims, and a broker relationship built on trust rather than volume.
Independent Advice for Independent Businesses
Small businesses are the backbone of our community. As small business owners ourselves, we understand the pressures, risks, and opportunities that come with growing something meaningful. Independent businesses need insurance advisors who think strategically, ask the right questions, and evolve coverage as the business evolves.
At Beyond Insurance, our small business experts specialize in helping entrepreneurs navigate complex insurance needs across industries including retail, professional services, health and fitness, events, construction, and more. We do not offer one size fits all solutions. We build gap free insurance programs designed to protect your assets, manage risk, and support growth.
As your business grows, so do its exposures. New locations, new employees, new equipment, and new revenue streams all require proactive insurance planning. Our role is to stay ahead of those changes so you can focus on running your business with confidence.
What You Can Expect from Beyond Insurance
Our clients work with us because they value expertise, clarity, and partnership. When you choose Beyond Insurance as your Red Deer insurance brokerage, you can expect experience with complex insurance needs, annual policy reviews to ensure coverage stays current, and strategic analysis to identify opportunities for better protection or cost efficiency.
We do not simply renew policies year after year. We actively review risk exposure, identify gaps, and collaborate with you to make informed decisions. We are invested in building long term relationships rooted in transparency and trust.
Investing in People and Culture
Being owned and operated locally also means investing in our people and fostering a workplace where individuals feel supported, valued, and included.
This March, we will be recognizing several meaningful moments that reflect our values as a locally owned brokerage. These include celebrating Madeline, our CAO, being named one of IBC’s Elite Women of 2026, an achievement that highlights leadership, professional excellence, and industry advocacy.
We will also be highlighting our Bingo Wellness Challenge, an initiative focused on encouraging wellness, balance, and connection across our team.
In addition, we will be recognizing Holi, an important cultural celebration that honours renewal, inclusion, and community. Acknowledging celebrations like Holi reflects our commitment to cultural awareness and to creating a workplace where people feel seen and respected.
Invested in Community and Relationships
Being owned and operated locally means we are invested in the same communities where our clients live and work. We support local initiatives, volunteer our time, and build genuine relationships with the people and businesses around us. Our success is tied to the success of our clients and our community.
At Beyond Insurance, insurance is not just a service we provide. It is a responsibility we take seriously. We are proud to be an independent brokerage that remains accountable, accessible, and invested in the people we serve.
If you’re looking for independent advice from a locally owned insurance brokerage that understands your business and your values, we would love to connect.