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.
12.9% vs 4.0%
The top 25% of brokers 2011-2020 generated 12.9% Organic Growth versus 4.0% generated by non MarshBerry Connect members.*
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.
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.
- VI Portal, Advanced Analytics
- PHP Synergy Report
- Employee Engagement Survey
- Sales Culture Assessment
- VI Portal, File Vault
- MBU Webinars
- FocalPoint Webinars
- ViewPoint Subscription
- Strategic Issues Group
- Dedicated MarshBerry Consultant
- Connect Network Summits
- Platform Eligibility
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
GROWView More Best 25% of members achieve: • 12.9% organic growth compared to 4% industry avg. • 30.1% EBITDA compared to 15.6% industry avg. Members have the power of data and insights at their fingertips with customized financial benchmarking data, industry-specific articles, reports, and assessments
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!
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.
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!
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.
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.
Contact the Advisory Team
MarshBerry’s team of advisors are thought leaders and experts in the insurance brokerage industry. 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 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 is a solutions-oriented thought leader who helps clients improve the value of their business by achieving double-digit organic growth. His primary responsibilities include new client acquisition, maintaining existing client relationships, producer and mentor training, executive consulting, and strategic planning. He is a frequent contributor to MarshBerry’s proprietary publication, CounterPoint, and leads strategic discussions at MarshBerry’s executive peer network - Connect.
MarshBerry was financial adviser to Alera Group, Inc.May 2021 Acquisition Hub International Limited has acquired Ion Insurance Corporation
MarshBerry was financial adviser to Hub International LimitedMay 2021 Acquisition Hub International Limited has acquired Conover Insurance Services, LLC
MarshBerry was financial adviser to Conover Insurance Services, LLCMay 2021 Acquisition Alera Group, Inc. has acquired Direct Benefits, Inc.
MarshBerry was financial adviser to Direct Benefits, Inc.April 2021 Acquisition Alera Group, Inc. has acquired Bell Insurance Services, LLC
MarshBerry was financial adviser to Alera Group, Inc.April 2021 Acquisition The Liberty Company Insurance Brokers has acquired a privately-held insurance agency in Florida
MarshBerry was financial adviser to The Liberty Company Insurance BrokersApril 2021 Acquisition Hub International Limited has acquired Wyoming Financial Insurance
MarshBerry was financial adviser to Hub International LimitedApril 2021 Acquisition INSURICA has acquired Oklahoma Business Insurors Agency, LLC
MarshBerry was financial adviser to Oklahoma Business Insurors Agency, LLCMarch 2021 Acquisition The Hilb Group, LLC has acquired Star Insurance Agency
MarshBerry was financial adviser to The Hilb Group, LLCFebruary 2021 Acquisition Financial Institutions, Inc. has acquired Landmark Group of Brighton, Inc.
MarshBerry was financial adviser to Financial Institutions, Inc.January 2021 Acquisition Sunstar Insurance Group, LLC has acquired a privately-held insurance agency in Missouri
MarshBerry was financial adviser to the SellerJanuary 2021 Acquisition AssuredPartners, Inc. has acquired Murray Insurance Associates, Inc.
MarshBerry was financial adviser to Murray Insurance Associates, Inc.January 2021 Acquisition
GCP Capital Partners, LLC has invested in ALKEME Holdings, LLC
MarshBerry was financial adviser to GCP Capital Partners, LLCJanuary 2021 Acquisition Hub International Limited has acquired Christiansen Insurance Group, LLC
MarshBerry was financial adviser to Christiansen Insurance Group, LLCDecember 2020 Acquisition World Insurance Associates, LLC has acquired Two Rivers Insurance Company, Inc.
MarshBerry was financial adviser to Two Rivers Insurance Company, Inc.December 2020 Acquisition BRP Group, Inc. has acquired Burnham Benefits Insurance Services, Inc.
MarshBerry was financial adviser to Burnham Benefits Insurance Services, Inc.December 2020 Acquisition The Hilb Group, LLC has acquired privately-held insurance agency in Michigan
MarshBerry was financial adviser to the SellerDecember 2020 Acquisition XPT Group has acquired International Property & Casualty Insurance Brokers of Nevada, Inc.
MarshBerry was financial adviser to International Property & Casualty Insurance Brokers of Nevada, Inc.December 2020 Acquisition American Insurance, Inc has acquired a privately-held insurance agency in North Dakota
MarshBerry was financial adviser to the SellerDecember 2020 Acquisition Heffernan Insurance Brokers has acquired Porter & Curtis, LLC
MarshBerry was financial adviser to Porter & Curtis, LLC