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IDC Worldsource

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uuid0033pzk

Namestring
IDC Worldsource
Legal namestring
IDC Worldsource Insurance Network Inc.
Websiteurl
idcwinquebec.ca
Company typeenum
Private
Founded yearint
1998
Descriptiontext

IDC Worldsource Insurance Network Inc., operating under the brand IDC WIN, is a Canadian Managing General Agent (MGA) that distributes group benefits and group savings products through a national network of independent insurance advisors. The company was founded in 1998 and is headquartered in Boucherville, Quebec, with 14 offices coast-to-coast across Canada and a workforce of more than 200 employees dedicated to advisor support. IDC WIN enables advisors to grow their practice independently by providing tools, services, marketing, renewals, implementation, and client engagement support under flexible engagement models ranging from behind-the-scenes servicing to fully collaborative partnerships.

The firm's core product is IDC Workplace Solutions, which bundles group benefits and group savings offerings with operational support and advisor enablement resources. Revenue is generated through commissions and fees tied to insurance products placed through the independent advisor network, described as a recurring revenue model. The company sells exclusively to the Canadian domestic market via a B2B channel-partner go-to-market motion, positioning itself as an advisor-first community with award-winning and industry-leading MGA status over 25+ years of operation. No parent company, external investors, funding rounds, or material M&A activity are disclosed in the available material.

Technology and AI/ML capabilities are not disclosed beyond a general reference to "future-forward technology"; no APIs, SDKs, integrations, proprietary platforms, or data assets are documented in the input. Leadership comprises Phil Marsillo as Chief Executive Officer, Jonathan Dietrich as Head of Advisor Experience, and David Emanuel as Vice President and Head of Workplace Solutions.

Short descriptiontext

IDC Worldsource Insurance Network Inc. (IDC WIN) is a Canadian Managing General Agent that distributes group benefits and group savings products through a national network of independent insurance advisors, operating 14 offices coast-to-coast with over 200 employees.

Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
51–100
akta.pro rankint
HeadquartersBoucherville, Canada
HQ citystring
Boucherville
HQ countrystring
Canada
HQ regionstring
North America
Markets served

Serves global market

Offices16 records

Each record includes

City, Country, Type, Description, Source

Keyword5 values
managing general agent, insurance brokerage services, group benefits solutions, group savings products, advisor support services
Industry2 codes
1Insurance Program Administration & MGA/MGU Services
CodeFSAEADAKPrimaryYes
2Annuity & Insurance-Based Retirement Solutions Advisory
CodeFSAEABAHPrimaryNo
NAICS code2 codes
  • Insurance Agencies and Brokerages52421
  • Agencies, Brokerages, and Other Insurance Related Activities5242
SIC code1 code
  • Insurance Agents, Brokers & Service6411
Product category
Insurance Brokerage Services
Social media profiles1 record
GTM motion1 record

Each record includes

Type, Description, Source

Revenue model1 record
1MGA Services and Insurance Solutions
TypeSubscription Recurring
Description

IDC WIN operates as a Managing General Agent (MGA) providing comprehensive insurance solutions to independent advisors. Revenue is generated through commissions and fees from insurance products distributed through their network of independent advisor partners. The company offers group benefits and group savings products along with marketing, renewals, implementation, and client engagement services.

idcwin.com
Marketing channels1 record

Each record includes

Title, Type, Stage, Description, Source

Distribution channels1 record

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components5 values
Personnel, Operations, Marketing or Sales, Infrastructure, Others
GTM typeB2B
B2B
Offering typeServices
Services
Core offering1 text field

IDC Worldsource Insurance Network Inc. (IDC WIN) operates as a Managing General Agent (MGA) providing comprehensive insurance solutions to independent insurance advisors across Canada. The company distributes group benefits and group savings products and provides back-office and collaborative services spanning marketing, renewals, implementation, and client engagement to help advisors grow their independent practices.

Differentiator
Functional benefit
Problem solved
Product overview1 text field

IDC Worldsource Insurance Network Inc. (IDC WIN) operates as a Managing General Agent (MGA) offering a unified advisory platform centered on IDC Workplace Solutions. This core product provides flexible service models—from behind-the-scenes support to fully collaborative engagement—encompassing group benefits and group savings offerings. The platform also delivers tools, insights, and education to support advisors throughout their client engagement lifecycle, including marketing, renewals, and implementation services. The company's holistic framework emphasizes advisor independence while providing comprehensive support structures.

Product and service1 record
1IDC Workplace Solutions
CategoryInsurance MGA Services
Scale indicator3 records

Each record includes

Type, Value, Description, Source

Recent move3 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight4 records

Each record includes

Type, Description

Peers10 records
1Marsh Canada (Marsh McLennan)
TypeBroad incumbent
Description

Global insurance brokerage and risk advisory firm with substantial Canadian operations. Comparable as a broad incumbent in commercial insurance brokerage and group benefits advisory across the same Canadian employer market.

2Manulife Financial
TypeBroad incumbent
Description

Leading Canadian insurance carrier and group benefits provider. Comparable to IDC WIN as a major participant in the Canadian group benefits and group retirement/savings market that IDC WIN's advisors sell into.

3Westland Insurance Group
TypeDirect peer
Description

Canadian insurance brokerage with coast-to-coast branch presence offering personal, commercial, and specialty insurance. Directly comparable to IDC WIN on Canadian geographic footprint, advisor/broker distribution model, and multi-line insurance intermediation.

4Hub International
TypeBroad incumbent
Description

Large North American insurance brokerage and financial services firm with significant Canadian operations. Operates as a broad incumbent providing brokerage, MGA-style capabilities, and risk advisory across multiple lines, overlapping with IDC WIN's insurance distribution and advisor support model.

5Morneau Shepell (LifeWorks)
TypeBroad incumbent
Description

Canadian provider of group benefits, retirement, and health/wellness administration services. Comparable as a broader incumbent offering group benefits and retirement solutions that overlap with IDC WIN's Workplace Solutions product set.

6BrokerLink
TypeDirect peer
Description

Canadian insurance brokerage serving personal and commercial lines through a network of branches across Canada. Comparable to IDC WIN as a Canadian-domiciled, branch-based insurance intermediary serving customers through local advisor/broker relationships.

7Aon (Canada)
TypeBroad incumbent
Description

Global professional services firm with a major Canadian insurance brokerage practice covering risk, health, and benefits. Comparable as a broad incumbent in Canadian insurance and group benefits advisory, competing for the same advisor and employer relationships IDC WIN supports.

8Canada Life
TypeBroad incumbent
Description

Major Canadian insurance carrier and provider of group benefits, group retirement/savings, and individual insurance. Comparable as a key product supplier and competitor within the same group benefits and group savings market IDC WIN distributes into.

9Archway Insurance
TypeDirect peer
Description

Canadian insurance brokerage with a multi-branch network focused on personal and commercial lines. Comparable to IDC WIN as a Canadian-headquartered, branch-based insurance intermediary distributing products through local advisors.

10Sun Life Financial
TypeBroad incumbent
Description

Major Canadian insurance and wealth company offering group benefits and group retirement services. Comparable as a dominant supplier/competitor in the same group benefits and group savings space served by IDC WIN's advisor network.

Market position
Strengths3 records

Each record includes

Headline, Details, Source

Weaknesses3 records

Each record includes

Headline, Details, Source

Competitive moat3 records

Each record includes

Type, Details

Key risks5 records

Each record includes

Headline, Details, Source

Key highlights5 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Segment1 record

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile1 record

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles3 records

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

IDC Worldsource

Insurance Brokerage Servicesidcwinquebec.ca

IDC Worldsource Insurance Network Inc. (IDC WIN) is a Canadian Managing General Agent that distributes group benefits and group savings products through a national network of independent insurance advisors, operating 14 offices coast-to-coast with over 200 employees.

What IDC Worldsource does

IDC Worldsource Insurance Network Inc., operating under the brand IDC WIN, is a Canadian Managing General Agent (MGA) that distributes group benefits and group savings products through a national network of independent insurance advisors. The company was founded in 1998 and is headquartered in Boucherville, Quebec, with 14 offices coast-to-coast across Canada and a workforce of more than 200 employees dedicated to advisor support. IDC WIN enables advisors to grow their practice independently by providing tools, services, marketing, renewals, implementation, and client engagement support under flexible engagement models ranging from behind-the-scenes servicing to fully collaborative partnerships.

The firm's core product is IDC Workplace Solutions, which bundles group benefits and group savings offerings with operational support and advisor enablement resources. Revenue is generated through commissions and fees tied to insurance products placed through the independent advisor network, described as a recurring revenue model. The company sells exclusively to the Canadian domestic market via a B2B channel-partner go-to-market motion, positioning itself as an advisor-first community with award-winning and industry-leading MGA status over 25+ years of operation. No parent company, external investors, funding rounds, or material M&A activity are disclosed in the available material.

Technology and AI/ML capabilities are not disclosed beyond a general reference to "future-forward technology"; no APIs, SDKs, integrations, proprietary platforms, or data assets are documented in the input. Leadership comprises Phil Marsillo as Chief Executive Officer, Jonathan Dietrich as Head of Advisor Experience, and David Emanuel as Vice President and Head of Workplace Solutions.

IDC Worldsource firmographics

Firmographics
Name
IDC Worldsource
Legal name
IDC Worldsource Insurance Network Inc.
Website
https://idcwinquebec.ca
Company type
Private
Founded year
1998
Operating status
Operating
Headcount range
51–100 employees
Short description
IDC Worldsource Insurance Network Inc. (IDC WIN) is a Canadian Managing General Agent that distributes group benefits and group savings products through a national network of independent insurance advisors, operating 14 offices coast-to-coast with over 200 employees.
Ownership category
akta.pro rank

IDC Worldsource industry classification

Industry
Product category
Insurance Brokerage Services
NAICS
Insurance Agencies and Brokerages (52421), Agencies, Brokerages, and Other Insurance Related Activities (5242)
SIC
Insurance Agents, Brokers & Service (6411)
akta.pro primary industry
Insurance Program Administration & MGA/MGU Services (FSAEADAK)
akta.pro secondary industry
Annuity & Insurance-Based Retirement Solutions Advisory (FSAEABAH)

Keywords

  • Managing general agent
  • Insurance brokerage services
  • Group benefits solutions
  • Group savings products
  • Advisor support services

Where IDC Worldsource is headquartered

Location

Headquarters

HQ city
Boucherville
HQ country
Canada
HQ region
North America

Offices16 records

Markets served

IDC Worldsource business model

Business model
GTM type
B2B
Offering type
Services
Cost components
Personnel, Operations, Marketing or Sales, Infrastructure, Others

Revenue model

  1. MGA Services and Insurance Solutions: IDC WIN operates as a Managing General Agent (MGA) providing comprehensive insurance solutions to independent advisors. Revenue is generated through commissions and fees from insurance products distributed through their network of independent advisor partners. The company offers group benefits and group savings products along with marketing, renewals, implementation, and client engagement services.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

IDC Worldsource product offering

Product offering

Core offering

IDC Worldsource Insurance Network Inc. (IDC WIN) operates as a Managing General Agent (MGA) providing comprehensive insurance solutions to independent insurance advisors across Canada. The company distributes group benefits and group savings products and provides back-office and collaborative services spanning marketing, renewals, implementation, and client engagement to help advisors grow their independent practices.

Product overview

IDC Worldsource Insurance Network Inc. (IDC WIN) operates as a Managing General Agent (MGA) offering a unified advisory platform centered on IDC Workplace Solutions. This core product provides flexible service models—from behind-the-scenes support to fully collaborative engagement—encompassing group benefits and group savings offerings. The platform also delivers tools, insights, and education to support advisors throughout their client engagement lifecycle, including marketing, renewals, and implementation services. The company's holistic framework emphasizes advisor independence while providing comprehensive support structures.

Differentiator

Problem solved

Functional benefit

Products and services

  • IDC Workplace Solutions

Companies that use IDC Worldsource

Customer profile

Segments1 record

Ideal customer profiles1 record

IDC Worldsource technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

IDC Worldsource partnerships and signals

Strategic signal

Scale indicators3 records

Recent moves3 records

Expansion highlights4 records

IDC Worldsource competitors and assessment

Company assessment

Broad incumbents

  • Marsh Canada (Marsh McLennan): Global insurance brokerage and risk advisory firm with substantial Canadian operations. Comparable as a broad incumbent in commercial insurance brokerage and group benefits advisory across the same Canadian employer market.
  • Manulife Financial: Leading Canadian insurance carrier and group benefits provider. Comparable to IDC WIN as a major participant in the Canadian group benefits and group retirement/savings market that IDC WIN's advisors sell into.
  • Hub International: Large North American insurance brokerage and financial services firm with significant Canadian operations. Operates as a broad incumbent providing brokerage, MGA-style capabilities, and risk advisory across multiple lines, overlapping with IDC WIN's insurance distribution and advisor support model.
  • Morneau Shepell (LifeWorks): Canadian provider of group benefits, retirement, and health/wellness administration services. Comparable as a broader incumbent offering group benefits and retirement solutions that overlap with IDC WIN's Workplace Solutions product set.
  • Aon (Canada): Global professional services firm with a major Canadian insurance brokerage practice covering risk, health, and benefits. Comparable as a broad incumbent in Canadian insurance and group benefits advisory, competing for the same advisor and employer relationships IDC WIN supports.
  • Canada Life: Major Canadian insurance carrier and provider of group benefits, group retirement/savings, and individual insurance. Comparable as a key product supplier and competitor within the same group benefits and group savings market IDC WIN distributes into.
  • Sun Life Financial: Major Canadian insurance and wealth company offering group benefits and group retirement services. Comparable as a dominant supplier/competitor in the same group benefits and group savings space served by IDC WIN's advisor network.

Direct peers

  • Westland Insurance Group: Canadian insurance brokerage with coast-to-coast branch presence offering personal, commercial, and specialty insurance. Directly comparable to IDC WIN on Canadian geographic footprint, advisor/broker distribution model, and multi-line insurance intermediation.
  • BrokerLink: Canadian insurance brokerage serving personal and commercial lines through a network of branches across Canada. Comparable to IDC WIN as a Canadian-domiciled, branch-based insurance intermediary serving customers through local advisor/broker relationships.
  • Archway Insurance: Canadian insurance brokerage with a multi-branch network focused on personal and commercial lines. Comparable to IDC WIN as a Canadian-headquartered, branch-based insurance intermediary distributing products through local advisors.

Market position

Strengths3 records

Weaknesses3 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

IDC Worldsource social profiles

Digital presence

IDC Worldsource financial estimates

Financial estimate

Revenue estimate

Valuation estimate

IDC Worldsource leadership team

Management profile

Number of profiles

Profiles3 records

IDC Worldsource funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

IDC Worldsource M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about IDC Worldsource

What does IDC Worldsource do?

IDC Worldsource Insurance Network Inc. (IDC WIN) operates as a Managing General Agent (MGA) providing comprehensive insurance solutions to independent insurance advisors across Canada. The company distributes group benefits and group savings products and provides back-office and collaborative services spanning marketing, renewals, implementation, and client engagement to help advisors grow their independent practices.

Is IDC Worldsource a public or private company?

IDC Worldsource is a private company. It is classified as management employee owned and is currently operating.

When was IDC Worldsource founded?

IDC Worldsource was founded in 1998. It employs 51 to 100 people.

Where is IDC Worldsource based?

IDC Worldsource is headquartered in Boucherville, Canada, in the North America region.

How does IDC Worldsource make money?

One revenue line is on record: MGA Services and Insurance Solutions.

Who are IDC Worldsource's main competitors?

Broad incumbents on record are Marsh Canada (Marsh McLennan), Manulife Financial, Hub International, Morneau Shepell (LifeWorks), Aon (Canada), Canada Life and Sun Life Financial. Direct peers are Westland Insurance Group, BrokerLink and Archway Insurance.

Does IDC Worldsource have an API?

No public API is recorded for IDC Worldsource.

What industry is IDC Worldsource in?

IDC Worldsource's product category is Insurance Brokerage Services. Its primary akta.pro industry code is FSAEADAK, Insurance Program Administration & MGA/MGU Services, with a secondary code of FSAEABAH, Annuity & Insurance-Based Retirement Solutions Advisory. Its NAICS code is 52421 and its SIC code is 6411.

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