Business-Owner Appointments for Licensed Life AdvisorsA Brokerage That Gives Brokers a Business.
For licensed life advisors in Ontario, Alberta and BC who want business-owner cases: we generate the demand, fund the ads and book the appointments into your calendar — flat platform fee, and a 50/50 split only when a policy closes.
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20+ hand-picked Canadian brokers. Licensed advisors in Ontario, BC and Alberta.
Illustrative dashboard — sample figures, not a live feed and not a projection of any broker's results.
As Featured In
The Old Way of Building a Book
Is Burning You Out.
You didn't get licensed to cold-call strangers for 60 hours a week. But that's where most brokers end up — working harder for less.
The Cold-Call Grind
Dialing 200 numbers to book 3 appointments. Most won't pick up. The ones who do aren't interested. Your evenings disappear into a headset.
Expensive, Shared Leads
Paying $30–$80 per lead that three other brokers also got. By the time you call, they've already spoken to someone else.
Leads Go Cold Fast
You get a lead Monday. Call Tuesday. By then they've talked to someone else — or lost interest. Without fast follow-up & automated nurturing, most leads die before you ever connect.
No Systems, No Support
You're solo. No CRM. No follow-up sequences. No one to call when a case gets complicated. You're building a business with no infrastructure.
From Sign-Up to Your First
Appointments — Here's the Process
Three steps. Terms in writing before you sign.
Get Set Up
We onboard you onto the Dundas Brokers platform — dialer, CRM, email, SMS and AI automations — so you're ready to work appointments from day one.
Receive Booked Appointments
Business owners who asked for a quote land on your calendar as booked appointments. Each one is yours alone — no cold calling, no shared lists.
Close and Grow
Optional weekly case-strategy sessions with a high-producing advisor who's closed these exact appointments (education, not a requirement).
The Business Owner Partner Program:
One Goal, a Bigger Book.
Built for advisors who want corporate cases instead of price-shoppers.
Business Owner Partner Program
Incorporated professionals exploring tax and estate strategies. Fewer appointments, bigger cases, higher commissions.
- ✓Pre-qualified incorporated business owners
- ✓Tax & estate conversations, not price-shopping
- ✓Higher premiums, advanced planning, bigger commissions
- ✓Complex-case backup — our team joins your client calls and guides underwriting on large cases
You Close the Deals.
Our AI Tools Handle the Rest.
Most brokerages give you a CRM and a PDF. We built a full AI-native toolkit — quoting, underwriting, commissions, follow-up — included with every partnership at no extra cost.
AI Quoting Calculator
Multi-carrier quotes in 30 seconds. Compare term, whole life and corporate-owned options across 20+ Canadian insurers.
AI Underwriting Assistant
Flags risk-class issues and likely ratings before you submit, so fewer policies get kicked back.
AI Commission Calculator
Run live scenarios on splits, overrides and renewals. Know what you'll earn before the policy is placed.
AI Dialing & Follow-Up
AI voice and SMS reach every new prospect in seconds, book appointments to your calendar and nurture the rest 24/7.
Don't Take Our Word for It.
Take Theirs.
Licensed Canadian brokers. Real production numbers. No stock photos.
Dundas Life is a great, great team to go with. I’d recommend the program to any other advisors that are considering any sort of partnerships like this one. They’ve been excellent to work with and the results speak for themselves.
I’m a CPA by trade, and like all advisors starting out, I struggled with outreach. Dundas Life has developed this wonderful platform that lets us get in front of ideal clients regularly. The training was incredible too — after hundreds of calls in the first six months, you really develop a cadence around building trust quickly and having meaningful conversations.
We’ve found over the years that the best way to learn selling life insurance is actually being live, talking to leads and going through the process. There’s a lot you can learn from theoretical training, but nothing beats real conversations. Dundas Brokers makes that happen from day one.
I’ve sat in the same chair you’re in.
I’m Greg Rozdeba. I built Dundas Brokers the same way I built my own practice — taking business-owner appointments, working corporate cases, and finding out the hard way which marketing actually puts someone in your calendar.
Most people selling advisors marketing have never written a policy. They’ll promise leads without knowing why a buy-sell conversation is nothing like a term quote. We run this inside a licensed brokerage, with the same tools our own advisors use, and I run optional case-strategy sessions every week.
Greg RozdebaCo-Founder & CEO, Dundas Brokers · Dundas Life Inc. (FSRA #37628M)
Questions We Get from
Every New Broker
1) We book the appointment — you never buy a lead.
2) Every appointment goes to one broker, never resold.
3) A full practice platform — CRM, power dialer, AI follow-up, and optional weekly case-strategy sessions with Greg, who built this business closing the same appointments.
We started as brokers, not a marketing agency.
Ready to Build Your Book
Without the Grind?
15 minutes with our team. We'll show you real appointment volume in your province, walk through the commission math, and tell you straight whether it's the right fit.
Book Your Free Strategy Call →If it's not for you, no hard feelings.