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 brokers 2011-2021 generated 12.7% Organic Growth versus 4.8% generated by non MarshBerry Connect members.*
The top 25% of brokers 2011-2021 generated 27.3% EBITDA versus 14.5% generated by non MarshBerry Connect members.*
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 in Cleveland, OH.
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.
Alera Group has acquired Greenhill Insurance Services
MarshBerry served as the financial advisor to Greenhill Insurance ServicesSeptember 2022 Acquisition
Partners Group has invested in Foundation Risk Partners
MarshBerry served as the financial advisor to Foundation Risk PartnersAugust 2022 Acquisition
Scottish American has acquired Brookside General Insurance Services, Inc.
MarshBerry served as the financial advisor to Brookside General Insurance Services, Inc.August 2022 Acquisition
Oakbridge Insurance has acquired J. Barry Walker Insurance Group LLC
MarshBerry served as the financial advisor to Oakbridge InsuranceJuly 2022 Acquisition
Specialty Program Group LLC has acquired ESP Brokerage LLC
MarshBerry served as the financial advisor to ESP Brokerage LLCJuly 2022 Acquisition
Hub International Limited has acquired Alexander & Company, Inc.
MarshBerry served as the financial advisor to Alexander & Company, Inc.July 2022 Acquisition
Alera Group has acquired Noyle Johnson Insurance, Inc.
MarshBerry served as the financial advisor to Alera GroupJuly 2022 Acquisition
PCF Insurance has acquired John E. Peakes Insurance Agency, Inc.
MarshBerry served as the financial advisor to John E. Peakes Insurance Agency, Inc.June 2022 Acquisition
Patriot Growth has acquired BMT Insurance Advisors
MarshBerry served as the financial advisor to BMT Insurance AdvisorsJune 2022 Acquisition Marsh McLennan Agency has acquired Clark Insurance
MarshBerry served as the financial advisor to Clark InsuranceMay 2022 Acquisition Brown & Brown, Inc. has acquired Claim Technologies Incorporated
MarshBerry served as the financial advisor to Claim Technologies IncorporatedMay 2022 Acquisition
Field Pros Direct has acquired Dineley Claims Services, Inc.
MarshBerry served as the financial advisor to Dineley Claims Services, Inc.May 2022 Acquisition Specialty Program Group, LLC has acquired Jones Birdsong, LLC
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MarshBerry served as the financial advisor to DMM AdvisorsApril 2022 Acquisition Risk Placement Services has acquired G. A. Mavon & Co. & its wholly owned subsidiary, Mavco Insurance Agency
MarshBerry served as the financial advisor to G. A. Mavon & Co. & Mavco Insurance AgencyApril 2022 Acquisition Hub International Limited has acquired ChunHa-Holding Corp
MarshBerry served as the financial advisor to ChunHa-Holding CorpApril 2022 Acquisition Peloton Capital Management has invested in Unison Risk Advisors
MarshBerry served as the financial advisor to Unison Risk AdvisorsApril 2022 Acquisition The Hilb Group, LLC has acquired Paige & Campbell, Inc.
MarshBerry served as the financial advisor to Paige & Campbell, Inc.March 2022 Acquisition Arthur J. Gallagher & Co. has acquired Hawley & Associates, LLC
MarshBerry served as the financial advisor to Hawley & Associates, LLC