Consulting Services

MarshBerry’s consulting services offer professional guidance in areas critical to the success of your agency. Consultation is always led by a team of experienced professionals and backed by the industry’s most comprehensive reservoir of data, research, and resources.

• Unlike any other consulting firm, we provide our sales management clients an innovative prospect management technology, validated benchmarks against other agencies and producers, and the metrics and practices of the fastest growing agencies in the nation. Our expert team members work with agency executives, sales managers and producers. We use proven practices of high growth agencies to show you how to maximize both new business production and account retention. MarshBerry consultants believe strongly in the benefits of implementing a total agency sales culture, thereby engaging all employees into the sales process.
• Agency owners who are looking seriously at perpetuation issues will benefit from our rock-solid and practical approach. Ownership perpetuation services encompass an upfront feasibility determination followed by, if necessary, the development of a long-range plan. The plan will include the means by which progress can be monitored and plan participants can be held accountable. As with all forecasts, the passage of time forces periodic change. We participate in this process to assure the plan continues to reflect real-world circumstances.
• MarshBerry’s industry-leading financial and operational expertise can jump-start your agency’s journey toward long-term prosperity. From top-line growth to bottom-line earnings to balance sheet strength, MarshBerry is uniquely qualified to help you bring focus and perspective to key financial and operational components of your organization. We enjoy an unparalleled vantage point from which to view and analyze best practices being employed by peak performers.
• MarshBerry is the recognized leader in helping agencies develop and implement effective business plans. We facilitate more than 60 business planning sessions annually and bring to that process the industry’s broadest array of knowledge and relevant experience. In addition, our analytical skills, our ability to evaluate every aspect of an agency’s operating results against industry high-performance standards and our proprietary insight into best practices lends great perspective to this process.

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