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.
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.
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.
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.
Content presented by outside experts and focused on common and current topics pertinent to the industry.
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.
Understanding the financial quality of every aspect of an agency’s operation
Gain a complete understanding of the agency’s culture compared against the industry average. The framework of the survey includes questions that touch on:
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.
A rare opportunity to solicit feedback from and exchange information with network partners within an exclusive online discussion forum
Online seminars with real-time Q&A on relevant topics – idea sharing with other Partners is encouraged