Connect Network

THE POWER OF PEER EXCHANGE. MEMBERS ONLY.

Benchmark Performance. Share Resources. Drive Accountability.

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

Organic Growth

The top 25% of brokers 2011-2020 generated 12.7% Organic Growth versus 4.8% generated by non MarshBerry Connect members.*

EBITDA Growth

The top 25% of brokers 2011-2020 generated 27.3% EBITDA versus 14.5% generated by non MarshBerry Connect members.*

Membership

MarshBerry Connect Network 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.

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.

MEMBERSHIP BENEFITS

Benchmark Performance

Share Resources

  • VI Portal, File Vault
  • MBU Webinars
  • FocalPoint Webinars
  • ViewPoint Subscription

Drive Accountability

  • Strategic Issues Group
  • Dedicated MarshBerry Consultant
  • Connect Network Summits
  • Platform Eligibility

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

Brooke Lugonjic is known as the program leader and membership architect for MarshBerry’s Connect Network. She’s a believer that learning from others’ successes can be key to growing a firm to it’s full potential. MarshBerry’s Connect Network 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, Connect Network

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's Connect Network, Chris is responsible for new member development, network growth strategy, product innovation, and value enhancement for member firms.

November 2021 Alera Group, Inc. McSherry & Hudson, LLC Acquisition Alera Group, Inc. has acquired McSherry & Hudson, LLC

MarshBerry was the financial adviser to McSherry & Hudson, LLC

October 2021

GI Partners L.P has invested in Patriot Growth Insurance Services, LLC

MarshBerry was a financial adviser to Patriot Growth Insurance Services, LLC

October 2021 Acrisure, LLC Lezam & Associates, LLC Acquisition Acrisure, LLC has acquired Lezam & Associates, LLC

MarshBerry was the financial adviser to Lezam & Associates, LLC

October 2021 The Hilb Group, LLC Gerardi Insurance Services, Inc. Acquisition The Hilb Group, LLC has acquired Gerardi Insurance Services, Inc.

MarshBerry was the financial adviser to Gerardi Insurance Services, Inc.

October 2021 BRP Group, Inc. Whitehill Plaza, Inc. dba K&S Insurance Agency Acquisition BRP Group, Inc. has acquired Whitehill Plaza, Inc. dba K&S Insurance Agency

MarshBerry was the financial adviser to Whitehill Plaza, Inc. dba K&S Insurance Agency

October 2021 Specialty Program Group, LLC CM&F Group, Inc. Acquisition Specialty Program Group, LLC has acquired CM&F Group, Inc.

MarshBerry was the financial adviser to CM&F Group, Inc.

October 2021 Alera Group, Inc. Blue Communications Agency, Inc. Acquisition Alera Group, Inc. has acquired Blue Communications Agency, Inc.

MarshBerry was the financial adviser to Blue Communications Agency, Inc.

October 2021 Hub International Limited Jerry Baird Insurance Agency & Baird Crop Insurance Agency Acquisition Hub International Limited has acquired Jerry Baird Insurance Agency & Baird Crop Insurance Agency

MarshBerry was financial adviser to Jerry Baird Insurance Agency & Baird Crop Insurance Agency

October 2021 BRP Group, Inc. Jacobson, Goldfarb & Scott, Inc. Acquisition BRP Group, Inc. has acquired Jacobson, Goldfarb & Scott, Inc.

MarshBerry was the financial adviser to Jacobson, Goldfarb & Scott, Inc.

September 2021 DOXA Insurance Holdings, LLC all assets of  Caitlin Morgan Insurance Services and related captive management operations Acquisition DOXA Insurance Holdings, LLC has acquired all assets of Caitlin Morgan Insurance Services and related captive management operations

MarshBerry was the financial adviser to Caitlin Morgan Insurance Services

September 2021 Oakbridge Insurance Agency, LLC Snider Killingworth Insurance & Risk Management Acquisition Oakbridge Insurance Agency, LLC has acquired Snider Killingworth Insurance & Risk Management

MarshBerry was financial adviser to Oakbridge Insurance Agency, LLC

September 2021 PCF Insurance Services a privately-held insurance agency in Utah Acquisition PCF Insurance Services has acquired a privately-held insurance agency in Utah

MarshBerry was financial adviser to the Seller

September 2021 PCF Insurance Services Good's Insurance Agency, Inc. Acquisition PCF Insurance Services has acquired Good's Insurance Agency, Inc.

MarshBerry was financial adviser to Good’s Insurance Agency, Inc.

September 2021 Acrisure, LLC a privately-held insurance agency in Missouri Acquisition Acrisure, LLC has acquired a privately-held insurance agency in Missouri

MarshBerry was financial adviser to the Seller

September 2021 Marsh McLennan Agency Vaaler Insurance, Inc Acquisition Marsh McLennan Agency has acquired Vaaler Insurance, Inc

MarshBerry was the financial adviser to Vaaler Insurance, Inc.

August 2021 Alera Group, Inc. Risk Consulting Partners Acquisition Alera Group, Inc. has acquired Risk Consulting Partners

MarshBerry was the financial adviser to Risk Consulting Partners

August 2021 Risk Strategies Danna-Gracey Acquisition Risk Strategies has acquired Danna-Gracey

MarshBerry was the financial adviser to Risk Strategies

August 2021 PCF Insurance Services Levi & Associates Insurance Acquisition PCF Insurance Services has acquired Levi & Associates Insurance

MarshBerry was financial adviser to PCF Insurance Services

August 2021 World Insurance Associates, LLC Governor Insurance Agency, Inc. Acquisition World Insurance Associates, LLC has acquired Governor Insurance Agency, Inc.

MarshBerry was the financial adviser to World Insurance Associates, LLC

August 2021 BRP Group, Inc. TCG Financial Holding Company, LLC dba The Capital Group Acquisition BRP Group, Inc. has acquired TCG Financial Holding Company, LLC dba The Capital Group

MarshBerry was the financial adviser to TCG Financial Holding Company, LLC dba The Capital Group