Most growth consultants learn the insurance industry from the outside. Martin Qureshi learned it from the inside — selling the brokerage management systems your agency runs on, and the insurtech AI that's reshaping how brokers serve clients.
For several years, I worked at the center of the insurance technology world — first selling the brokerage management systems that thousands of agencies depend on to run their business, then helping brokerages and carriers adopt insurtech AI to serve clients faster and grow.
That means when I talk about your BMS, your renewal workflows, your client-service bottlenecks, or where AI can actually save your team time — I'm not guessing. I've spent years inside these systems, working alongside agency principals across Canada and the United States to solve exactly these problems.
Helped brokerages, agencies, and carriers across North America adopt AI to automate and semi-automate sales and support — through voice and chat. ProNavigator's platform served 70+ insurance organizations, applying purpose-built insurance language models to the customer experience long before "AI" became a buzzword.
Spent four years selling the brokerage and agency management systems that power the insurance industry — the daily operating system for thousands of brokerages across North America. Three-time President's Club member, exceeding targets year over year. This is where I learned, account by account, exactly how brokerages run, where they lose time, and what separates the ones that grow from the ones that stall.
In 2024 I founded SGA Group (Sales Growth Accelerator) to help businesses grow through better websites, lead generation, smart content, and — critically — AI automation and high-performing sales systems. Working with real clients across multiple industries, we built and deployed AI-driven growth tooling: lead generation, sales-process automation, CRM and AI integration, and performance dashboards. That's the execution muscle — not just advising on AI, but actually implementing it for working businesses.
Having built these systems across industries, I'm now focusing them on the one I know from the inside: insurance. It's the natural fit — the growth fundamentals SGA Group has refined, applied with real knowledge of how brokerages, their management systems, and insurtech AI actually work. Not generic business coaching. Practical, insurance-specific growth systems: sales process, retention workflows, digital presence, and AI automation that gives your team their time back.
Applied Epic, TAM, AMS360, EZLynx, HawkSoft — I've spent years inside these platforms. I understand their workflows, their limitations, and where automation can realistically save your team hours every week instead of creating new busywork.
I helped 70+ insurance organizations adopt AI for sales and service through a platform that Guidewire later acquired. I can tell the difference between AI that genuinely helps a brokerage and AI that's just a shiny demo.
My experience spans Canadian and US insurance — from FSRA and RIBO regulatory realities to the differences in carrier relationships and broker channels on each side of the border. Your growth plan reflects the market you actually operate in.
I spent years selling brokerages the technology to run their business. Now I help them build the systems to grow it.
— Martin Qureshi, Founder
Start with the free Insurance Growth Scorecard. In 4 minutes, you'll see exactly where your brokerage stands — and where someone who knows this industry from the inside would focus first.
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