Partner Benefits

SUMMITS:

Summits are semiannual meetings enabling non-competing peers to exchange best practice sales and management strategies, develop new solutions and strategies, benchmark results, analyze performance and gain critical review.

STRATEGIC ISSUES GROUP (SIG):

Every Partner belongs to a SIG dedicated to their specific Peer Exchange Network. The APPEX SIG focuses on individual agency value improvement and independent perpetuation. The BANK SIG is dedicated to improving growth and fostering unity between the insurance operations and the bank. The TASC SIG is dedicated to driving organic growth best practices.

Each SIG is comprised of (up to) 10 non-competing agencies and two MarshBerry facilitators.

EDUCATION

STATE OF THE INDUSTRY:

Partners receive MarshBerry’s executive outlook on the current state of the marketplace, as well as proprietary research documenting the best practices employed by high-growth agencies.

EDUCATIONAL BREAKOUT SESSIONS:

Topical industry information-sharing sessions facilitated by MarshBerry consultants, outside experts or a partner who wants to share expertise in specific areas important to partners.

GENERAL SESSIONS:

Content presented by outside experts and focused on common and current topics pertinent to the industry.

NETWORKING:

Partners are able to confidentially discuss common issues, exchange successful operating strategies, uncover solutions and develop action plans in an effort to help each other improve performance and grow. Networking happens during meals, off-site SIG dinners and/or opening & closing receptions.

BENEFITS:

PERSPECTIVES FOR HIGH PERFORMANCE (PHP):

Understanding the financial quality of every aspect of an agency’s operation

EMPLOYEE ENGAGEMENT SURVEY:

Gain a complete understanding of the agency’s culture compared against the industry average. The framework of the survey includes questions that touch on:

NETWORKING & ONLINE EXCHANGE

RESOURCEHUB:

ResourceHub is an online portal that hosts a variety of agency management techniques to help improve agency performance. ResourceHub.MarshBerry.com features salary statistics, archived webinars, articles and more.

LINKEDIN NETWORK PARTNERS DISCUSSION GROUP:

A rare opportunity to solicit feedback from and exchange information with network partners within an exclusive online discussion forum

MARSHBERRY UNIVERSITY WEBINAR SERIES:

Online seminars with real-time Q&A on relevant topics – idea sharing with other Partners is encouraged