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Presented by Sovereign Insurance in partnership with Canadian Underwriter

The ROI of DEI

Inclusion delivers retention, productivity, and customer gains.

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Canadian Underwriter's 2025 National Brokerage DEI Survey, made possible by Sovereign Insurance, reveals how inclusion delivers measurable business outcomes. Now in its fourth year, the research garnered responses from 227 Canadian brokers. Access tangible data, practical take aways and insights from Colette Taylor, COO of Sovereign Insurance – a market leader with more than 70 years of proven industry experience, bringing trusted leadership to DEI in practice.

Video: The ROI of DEI - Insights from Colette Taylor

Productivity

Inclusion creates the conditions for high productivity — and it shows up in customer service levels and the bottom line.

Colette Taylor, COO, Sovereign Insurance
Photograph of Colette Taylor, COO of Sovereign Insurance

Economic Benefits

Improved supplier
partnerships
17%
Higher revenue/
profits
21%
Better customer
satisfaction
39%
Increased
productivity
41%
Improved employee
retention
51%

Source: Canadian Underwriter 2025 National Brokerage DEI Survey

Results

We've backed this research for four years to give leaders credible evidence of DEI's measurable business impact.

Colette Taylor, COO, Sovereign Insurance
Photograph of Colette Taylor, COO of Sovereign Insurance

Everyday Gains

Key workplace experience benefits of DEI initiatives:

Source: Canadian Underwriter 2025 National Brokerage DEI Survey

Retention at Risk

Brokers warn failing to address DEI threatens retention.

Risk of losing good employees
Losing access to top new talent
Lack of diverse perspectives/strong teams
Risk of losing customers

Source: Canadian Underwriter 2025 National Brokerage DEI Survey

Retention

When people feel respected and see a future at work, they stay — and that stability drives stronger teams and client loyalty.

Colette Taylor, COO, Sovereign Insurance
Photograph of Colette Taylor, COO of Sovereign Insurance

Fixing Challenges

Brokers say solutions exist to overcome DEI resistance.

Communicate clear
business benefits
50%
Engage in
dialogue
55%
Listen
respectfully
57%
Emphasize fairness
and transparency
59%

Source: Canadian Underwriter 2025 National Brokerage DEI Survey

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