Expert Perspectives

Using AI to Save Time and Drive Growth

Thumbnail for MarshBerry Expert Perspectives Insights from Dylan Swarts Swarts Manning video

Dylan Swarts, Chief Financial Officer of Swarts Manning, shares with Brooke Liu, MarshBerry Senior Vice President, how his firm is putting AI into practice—not just experimenting with it. In this conversation, he explains how AI helps producers prepare for new industries by generating risk summaries, identifying exposures, and suggesting meaningful client discussion points.

In addition, hear why Connect played a pivotal role in their technology journey, providing insights that helped the firm modernize its management system and strengthen its data strategy.

Watch the full interview to discover practical ideas your firm can use to improve efficiency and prepare for what’s next.

MarshBerry is a global leader in investment banking and consulting services, specializing in the insurance brokerage and wealth management sectors. If your firm seeks expert advisory guidance to refine your business strategies, drive sustainable growth, or facilitate a sale, MarshBerry is the ideal partner to support you in making these critical business decisions. Collaborating with a trusted advisor who deeply understands your business and the industry can help you maximize value at every stage of ownership.