THE POWER OF PEER EXCHANGE.
Benchmark Performance. Share Resources. Drive Accountability.
MarshBerry Connect maximizes the power of a peer exchange network of businesses and advisors in the insurance industry.
The Top 25% of MarshBerry Connect members generated 14.2% Organic Growth versus 5.9% generated by non-Connect members between 2012 – 2022.*
The Top 25% of MarshBerry Connect members generated 28.9% EBITDA as a % of Net Revenue versus 14.8% generated by non-Connect members between 2012 – 2022.*
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
- 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
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 into our aggregation program with access to business partners and discounts
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.
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 (SIGs) 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.
MEETView More Members talk year-round and come together for intensive content and insight at MarshBerry Connect Summits Summit features: • Live Executive Networking & Exchange • Working sessions with Strategic Issue Groups (SIG’s)– Your Board of Peer Advisors • State of the Industry, Keynote and Educational presentations View More
GROWView More Best 25% of members achieve: • 12.7% organic growth compared to 4.8% industry avg. • 37.3% EBITDA compared to 14.5% industry avg. Members have the power of data and insights at their fingertips with customized financial benchmarking data, industry-specific articles, reports, and assessments View More
I love the networking that goes on at the Summits. It provides an opportunity for me to develop relationships that I’ve found to be very valuable.
These are great networking events. We’ve thoroughly enjoyed all of them, and the structure allows for ample time and opportunity to meet many other attendees.
Everyone is having similar issues: recruiting, finding acquisition opportunities, compensation … these sessions allow us to talk more in-depth about these.
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.
Brooke Lugonjic’s exceptional client service, leadership, and laser-like focus on results have contributed to her many successes since she joined MarshBerry in 2016. In her current role as Senior Vice President of the company’s expanded Organic Growth division, Brooke’s collaborative guidance and industry expertise are essential for overseeing the company’s many growth assets.
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.
Evertree Insurance Group has acquired Provision Insurance Group
MarshBerry served as the financial advisor to Evertree Insurance GroupJanuary 2023 Acquisition
Arthur J. Gallagher & Co. has acquired John C. Breckenridge Solutions, Inc.
MarshBerry served as the financial advisor to John C. Breckenridge Solutions, Inc.January 2023 Acquisition
Relation Insurance Services Inc. has acquired Napa Valley Insurance Services
MarshBerry served as the financial advisor to Napa Valley Insurance ServicesJanuary 2023 Acquisition
Specialty Program Group, LLC has acquired Euclid Fiduciary
MarshBerry served as the financial advisor to Euclid Insurance ServicesDecember 2022 Acquisition
Cadence Insurance has acquired Warriner & Associates Insurance, Inc.
MarshBerry served as the financial advisor to Warriner & Associates Insurance, Inc.December 2022 Acquisition
Bowen, Miclette & Britt Insurance Agency, LLC has acquired Technical Assurance, LLC
MarshBerry served as the financial advisor to Technical Assurance, LLCDecember 2022 Acquisition
PCF Insurance Services has acquired Direct Dealer Services
MarshBerry served as the financial advisor to PCF Insurance ServicesDecember 2022 Acquisition
Hub International Limited has acquired Dale Barton Agency
MarshBerry served as the financial advisor to Dale Barton AgencyDecember 2022
Evertree Insurance has acquired Gnade Insurance Group Inc.
MarshBerry served as the financial advisor to Evertree InsuranceDecember 2022
Arthur J. Gallagher & Co. has acquired Mahowald Insurance Agency
MarshBerry served as the financial advisor to Mahowald Insurance AgencyDecember 2022 Acquisition
Hilb Group, LLC has acquired OceanPoint Insurance Agency, Inc.
MarshBerry served as the financial advisor to Hilb Group, LLCDecember 2022 Acquisition
World Insurance Associates, LLC has acquired Future Insurance Group
MarshBerry served as the financial advisor to World Insurance Associates, LLCDecember 2022 Acquisition
Hub International Limited has acquired Invensure Insurance Brokers
MarshBerry served as the financial advisor to Invensure Insurance BrokersNovember 2022
PCF Insurance Services has acquired Voluntary Benefits at Work
MarshBerry served as the financial advisor to PCF Insurance ServicesNovember 2022 Acquisition
Hilb Group, LLC has acquired Sharpline Insurance Brokerage, LLC
MarshBerry served as the financial advisor to Hilb Group, LLCNovember 2022 Acquisition
Relation Insurance Services, Inc. has acquired Garrity Insurance
MarshBerry served as the financial advisor to Garrity InsuranceNovember 2022
ICON an AIMCOR Consolidated Company has acquired McQueen Kalligan Insurance Services, Inc.
MarshBerry served as the financial advisor to McQueen Kalligan Insurance Services, Inc.November 2022 Acquisition
Alera Group, Inc. has acquired a book of business from a privately held insurance agency in New Jersey
MarshBerry served as the financial advisor to the SellerNovember 2022 Acquisition
Alliant Insurance Services, Inc has acquired Trivedi Capacity Associates
MarshBerry served as the financial advisor to Trivedi Capacity AssociatesNovember 2022
Specialty Program Group has acquired Catapult Insurance Solutions
MarshBerry served as the financial advisor to Catapult Insurance Solutions