Carrier Services

The successful and mutually beneficial relationship between a preferred agent and its leading carriers does not occur by chance. It takes years of dedication, learning and communication. It also takes mutual respect and a strong commitment to make the relationship succeed.

Those same variables are essential to the internal transfer of ownership in an insurance agency. Stock ownership must be transferred in a way that’s both fair and economically feasible. Leadership must be cultivated and transitioned over time. And above all, there must be a transfer of corporate culture to ensure that all stakeholders in an ownership perpetuation transaction are ultimately satisfied.

Organizational dedication, learning and communication. Institutionalized mutual respect. A cultural commitment to continued success. MarshBerry has the experience and expertise to help on all of those fronts. In fact, MarshBerry has brokered more agency acquisitions than any other firm in history. Our firm has helped more agencies successfully perpetuate ownership than any other company on earth. We know what it takes for agencies to survive.

We believe that carriers must have a vested interest in encouraging and assisting preferred agencies with the continuity of private ownership. In support of that belief, MarshBerry offers a range of services catered specifically for carriers. Those services include educating and training field marketing personnel in identifying and assisting agency owners with perpetuation needs; conducting seminar series providing agency owners with the concrete knowledge resources, and tools needed to successfully perpetuate; and carrier and agency access to leading financial, operational and perpetuation benchmarks.

For more information or assistance with this service, please Contact Us.