Industry Studies

2017 MARKET & FINANCIAL OUTLOOK – RETAIL

MarshBerry has released its 31st Annual Retail Market & Financial Outlook study.  The study compiles qualitative and quantitative agency information including financial, market, carrier and technology data and incorporates MarshBerry’s proprietary financial management system Perspectives for High Performance (“PHP”).  Responses are anonymized and the findings are then summarized in a State of the Industry Outlook report. 

The complete report, available for $399, enables independent insurance agencies to highlight key agent and broker performance trends from 2007–2016 with results segmented by revenue size and region. 

Purchase the 2017 Market & Financial Outlook

 

2017 MARKET & FINANCIAL OUTLOOK – SPECIALTY DISTRIBUTION

MarshBerry has released its Annual Specialty Distribution Market & Financial Outlook study.  Responses are anonymized and the findings are then summarized in a State of the Industry Outlook report. 

The complete report is available for $1,500. 

Purchase the 2017 Specialty Distribution Market & Financial Outlook

 

2016 MARSHBERRY AGENCY COMPENSATION REPORT

MarshBerry conducts a biennial insurance agency compensation study to determine how salaries, commissions, bonuses and employee benefit levels in agencies have changed.  This report is one of a kind in the industry.

The 2016 Compensation Report presents the aggregate responses provided by the 424 insurance agencies that participated in the study, as well as relevant data sets from the MarshBerry proprietary financial management system Perspectives for High Performance (“PHP”).

Purchase the 2016 Agency Compensation Report

 

2015 ORGANIC GROWTH TRENDS REPORT

MarshBerry has released its first Organic Growth Trends survey. The goal of the survey was to identify organic growth trends, as well as provide insight into recruiting and sales management practices.

Over 170 independently owned insurance agencies responded, with an average revenue size of $15 million.

Building a sustainable organic growth engine takes time, commitment, focus, and planning. It requires identifying and tackling the obstacles; understanding metrics; developing a detailed sales process with milestones; establishing a timeline to accomplish goals; and finally executing. This is how organic growth is achieved and sustained.

Purchase the 2015 Organic Growth Trends Report