MarshBerry Connect

THE POWER OF PEER EXCHANGE. MEMBERS ONLY.

Benchmark Performance. Share Resources. Drive Accountability.

MarshBerry Connect maximizes the power of a peer exchange network of businesses and advisors in the insurance industry.

Organic Growth

The top 25% of brokers 2011-2021 generated 12.7% Organic Growth versus 4.8% generated by non MarshBerry Connect members.*

EBITDA Margin

The top 25% of brokers 2011-2021 generated 27.3% EBITDA versus 14.5% generated by non MarshBerry Connect members.*

Membership

MarshBerry Connect membership is for brokers who believe in learning from the successes of leaders who have gone before them. The ability to test out a course of action through others’ experiences allows you to focus on what is most important: the strategies that have the greatest likelihood of success. Whether your goal is to double in size every five years or maximize profitability, you will meet Connect members who share the same objectives. Membership is by invitation only.

MEMBERSHIP BENEFITS Overview

trophy and graph icon

BENCHMARK PERFORMANCE

  • Customized reporting package that includes firms’ performance compared to peer-group and industry
  • Account access via online portal for advanced data and data analysis
  • Operational improvement assessments – survey tools to understand current state of employee engagement and sales culture
arrow in target icon

BUSINESS OPTIMIZATION RESOURCES

  • Training and Educational webinars exclusively for members
  • Templates, tools and handbooks for process improvements
  • Discounts and access to MarshBerry thought leadership content and events
  • Eligibility to aggregation program with access to business partners and discounts
person at podium icon

PEER NETWORKING & ACCOUNTABILITY

  • Appointed to designated Executive Peer Group (SIG – Strategic Issues Group)
  • Dedicated MarshBerry Strategy Consultant
  • Quarterly performance calibration with SIG focused on organic growth action items
  • Attendance at MarshBerry Connect Summits including formalized peer exchange sessions, state of the industry presentations, keynote addresses, and strategic thought leadership discussions.

Summit

Membership comes with a multitude of benefits and opportunities to network including executive forums. At these Summits members come together in their Strategic Issues Groups (Sig’s) to share solutions and strategies that go beyond the surface and provide real-time actionable ideas. The summits are facilitated throughout the year by MarshBerry industry experts and are hosted at various locations throughout the U.S.

Check out highlights from our most recent Connect Summit in Tucson, AZ.

Hey guys, just wanted to give you kudos for a great program – very positive material. I had no idea what I was in for and I’m having fun and also learning a lot – that will help me become a better sales manager and also with future recruiting. I know our other agent participating is learning a lot and he is excited about his future increased production, so that’s encouraging – well worth the investment!

Private Client, AVP MO

The most valuable part of my MarshBerry training was my one on one calls. My consultant provided great insight and background that helped me prepare and properly evaluate my opportunities. As a seasoned sales professional, I truly appreciated their willingness to challenge my typical sales thought process which helped accelerate my learning curve. Selling insurance is like no other sale I’ve made and having a resource like MarshBerry was incredibly beneficial. I would recommend the MarshBerry program to any brokerages looking to properly onboard insurance professionals.

Private Client

Thank you so much for the superior training last week. I have to say, it was the best I have ever experienced. I’m sure it was mostly you, but I can’t help but think that my 20 years of right and wrong sales approaches and previous sales training, and other experiences prepared me to hear what you had to share last week. I think it all came together really well when I listened to your approach. I truly enjoyed it!

Private Client, Commercial Producer
Fresno, CA

Our partnership with MarshBerry and specifically the Organic Growth/Sales Management department has really transformed the way we help our producers succeed and in turn the agency has grown. It has been a joint effort by both teams working towards a very intense and specific goal. You all gave us the resources/scripts/planning tools/one on ones/manager feedback which helped us grow and also retain them. We were in a very unique situation competing with National Brokers and in my opinion, we are winning. I’m happy to be referral sources because I believe our partnership works.

Private Client, President
Miami, FL
Private Client

They have a keen knowledge and deep insight into the insurance market space. They understand core value drivers and translate that well to future buyers.

Private Client

Contact the Advisory Team

MarshBerry’s team of advisors are thought leaders and experts in the insurance brokerage and financial services industries. As a client, your firm benefits from their combined hands-on experience and professional designations in finance, accounting and economics. No matter what your needs are, they have the understanding to craft a personalized solution.

Contact Us

Brooke Lugonjic
Vice President, MarshBerry Connect
Chris Rochford
Vice President, MarshBerry Connect
Brooke Lugonjic
Vice President, MarshBerry Connect

Brooke Lugonjic is known as the program leader and membership architect for MarshBerry Connect. She’s a believer that learning from others’ successes can be key to growing a firm to it’s full potential. MarshBerry Connect is a long-standing membership built on financial benchmarking, strategic partnerships, and executive peer exchange. Brooke’s mission is to preserve that legacy while evolving with innovative ways to drive more value for member firms.

Chris Rochford
Vice President, MarshBerry Connect

Chris Rochford is a solutions-oriented thought leader who helps clients improve the value of their business by achieving double-digit organic growth. As the Vice President - Growth for MarshBerry Connect, Chris is responsible for new member development, network growth strategy, product innovation, and value enhancement for member firms.

April 2022 Risk Placement Services G. A. Mavon & Co. & its wholly owned subsidiary, Mavco Insurance Agency Acquisition Risk Placement Services has acquired G. A. Mavon & Co. & its wholly owned subsidiary, Mavco Insurance Agency

MarshBerry was the financial adviser to G. A. Mavon & Co. & Mavco Insurance Agency

April 2022 Hub International Limited ChunHa-Holding Corp Acquisition Hub International Limited has acquired ChunHa-Holding Corp

MarshBerry was the financial advisor to ChunHa-Holding Corp

April 2022 Peloton Capital Management Unison Risk Advisors Acquisition Peloton Capital Management has invested in Unison Risk Advisors

MarshBerry was the financial adviser to Unison Risk Advisors

April 2022 The Hilb Group, LLC Paige & Campbell, Inc. Acquisition The Hilb Group, LLC has acquired Paige & Campbell, Inc.

MarshBerry was the financial adviser to Paige & Campbell, Inc.

March 2022 Arthur J. Gallagher & Co. Hawley & Associates, LLC Acquisition Arthur J. Gallagher & Co. has acquired Hawley & Associates, LLC

MarshBerry was the financial adviser to Hawley & Associates, LLC

March 2022 PCF Insurance Services a privately-held insurance agency in North Carolina Acquisition PCF Insurance Services has acquired a privately-held insurance agency in North Carolina

MarshBerry was the financial adviser to PCF Insurance Services

March 2022 PCF Insurance Services a privately-held insurance agency in California Acquisition PCF Insurance Services has acquired a privately-held insurance agency in California

MarshBerry was the financial adviser to the Seller

March 2022 Hub International Limited Kuhl Insurance Agency, Inc. Acquisition Hub International Limited has acquired Kuhl Insurance Agency, Inc.

MarshBerry was the financial adviser to Kuhl Insurance Agency, Inc.

February 2022 ALKEME Holdings, LLC ERM Insurance Brokers Acquisition ALKEME Holdings, LLC has acquired ERM Insurance Brokers

MarshBerry was the financial adviser to ERM Insurance Brokers

February 2022 High Street Insurance Partners, Inc. The Craft Insurance Agency, Inc. High Street Insurance Partners, Inc. has acquired The Craft Insurance Agency, Inc.

MarshBerry was the financial adviser to The Craft Insurance Agency, Inc.

December 2021 Hub International Limited GRP Financial California, LLC Acquisition Hub International Limited has acquired GRP Financial California, LLC

MarshBerry was the financial adviser to Hub International Limited

December 2021 Lovell Minnick Partners, LLC Warner Pacific Insurance Services Acquisition Lovell Minnick Partners, LLC has invested in Warner Pacific Insurance Services

MarshBerry was the financial adviser to Warner Pacific Insurance Services

December 2021 Hub International Limited JP Griffin Companies, LLC Acquisition Hub International Limited has acquired JP Griffin Companies, LLC

MarshBerry was the financial adviser to JP Griffin Companies, LLC

December 2021 Alera Group, Inc. Foa & Son Corporation Acquisition Alera Group, Inc. has acquired Foa & Son Corporation

MarshBerry was the financial adviser to Foa & Son Corporation

December 2021 One80 Intermediaries Innovative Risk Management Acquisition One80 Intermediaries has acquired Innovative Risk Management

MarshBerry was the financial adviser to Innovative Risk Management

December 2021 One80 Intermediaries Prosurance Insurance Group, Inc. Acquisition One80 Intermediaries has acquired Prosurance Insurance Group, Inc.

MarshBerry was the financial adviser to Prosurance Insurance Group, Inc.

December 2021 High Street Insurance Partners, Inc. Gary Thompson Agency, Inc. Acquisition High Street Insurance Partners, Inc. has acquired Gary Thompson Agency, Inc.

MarshBerry was the financial adviser to Gary Thompson Agency, Inc.

December 2021 BroadStreet Capital Partners, Inc. a privately-held insurance agency in Pennsylvania Acquisition BroadStreet Capital Partners, Inc. has acquired a privately-held insurance agency in Pennsylvania

MarshBerry was the financial adviser to the Seller

December 2021 One80 Intermediaries Pearl Insurance Acquisition One80 Intermediaries has acquired Pearl Insurance

MarshBerry was the financial adviser to Pearl Insurance

December 2021 Oakbridge Insurance Agency, LLC Shield Insurance Partners, Inc. Acquisition Oakbridge Insurance Agency, LLC has acquired Shield Insurance Partners, Inc.

MarshBerry was the financial adviser to Oakbridge Insurance Agency, LLC