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Sage Advisor Resources

Sage Advisor Resources Corp. is a subsidiary of the IBAA with over 30 years of experience providing exclusive insurance solutions and expert advice to IBAA members. Created to support IBAA broker members, Sage offers comprehensive coverage options tailored for brokerages, including E&O, Cyber, and our newly introduced CGL package. Sage programs are underwritten by Swiss Re Corporate Solutions America Insurance Corporation – Canadian Branch, APRIL Canada, and Intact Insurance Corporation. If you're an IBAA member and want to learn more, connect with one of our knowledgeable advisors by clicking the button below:

We have been using Sage for years for our E&O coverage and could not be happier with the product and support Sage provides. Thankfully we have never had to use it, but it is comforting to know that Katy and the support team are in our corner if we ever do. Sage understands the needs of insurance brokers—I am confident I will never need to look anywhere else.

—Mid-sized Brokerage, Calgary


E&O

The E & O Program for IBAA members is provided through Swiss Re Corporate Solutions. Sage Advisor Resources Corp. provides a plan that includes broad protection with negotiated expanded coverage. The Swiss Re E & O policy offers a premium reduction for attendance at approved IBAA E & O webinar and also a claims-free experience reduction.

Any commission earned supports the important work of IBAA, and reduces the association’s dependency on membership dues; and by using Sage Advisor Resources Corp as your brokerages E & O insurance provider, sensitive and confidential brokerage information, such as finances, is not shared with your competitors.

Alberta Broker Application

Saskatchewan Broker Application

Documents

CGL

Now available! We are now able to offer member brokerages a CGL package through Intact Insurance under an exclusive IBAA member group rate – coverage provides a comprehensive and scalable general liability and property insurance package.

Package includes:

  • Property (includes Computer Equipment, Accounts Receivables & Valuable Papers)
  • Business Interruption
  • Equipment Breakdown (includes or excludes spoilage),
  • Crime (includes coverage for loss of money & employee theft),
  • Liability
  • Includes One (1) free Hole in One policy per policy term!
  • *Other optional coverages available.
Documents


Cyber

This policy is exclusive to Sage Advisor Resources Corp., in partnership with APRIL Canada (and underwritten by Tokio Marine Group), and features:

  • Coverage provides $1 Million or $2 Million Limits with higher limits available upon request.
  • Simplified application tailored to insurance brokerages.
  • Competitive group rates

To qualify for this policy your brokerage must be able to respond “Yes” to these application questions:

  • Do you implement Multi-Factor Authentication (MFA) for remote access?
  • Do you have offsite (e.g. cloud) back-ups less than a month old?
  • Can you recover all of your business critical data and systems in 10 days?
Documents

Resources

Claims

For any claims please contact Sage Advisor Resources at sage@ibaa.ca or call 1-800-318-0197 or 1-780-424-3320.

**Calling CYBERCLAN number is NOT a formal notification of a claim to your insurer. CYBERCLAN will advise you on whether your incident will require a notification to your insurer.

Payment Options

Sage clients have the following payment options:

  1. Payment in full by cheque or credit card
    • Credit Card Authorization form can be downloaded here.
    • Note: All credit card payments will be charged a service fee of 3%
  2. ClearPay
    • Brokers already using ClearPay, simply add Sage Advisor Resources as a payee
    • Brokers not yet using ClearPay can sign up here.
  3. 12 equal payments through First Insurance Funding with a preferred rate