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.
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 to 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 (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.
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
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 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 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 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.
MarshBerry was the financial adviser to G. A. Mavon & Co. & Mavco Insurance AgencyApril 2022 Acquisition Hub International Limited has acquired ChunHa-Holding Corp
MarshBerry was the financial advisor to ChunHa-Holding CorpApril 2022 Acquisition Peloton Capital Management has invested in Unison Risk Advisors
MarshBerry was the financial adviser to Unison Risk AdvisorsApril 2022 Acquisition The Hilb Group, LLC has acquired Paige & Campbell, Inc.
MarshBerry was the financial adviser to Paige & Campbell, Inc.March 2022 Acquisition Arthur J. Gallagher & Co. has acquired Hawley & Associates, LLC
MarshBerry was the financial adviser to Hawley & Associates, LLCMarch 2022 Acquisition PCF Insurance Services has acquired a privately-held insurance agency in North Carolina
MarshBerry was the financial adviser to PCF Insurance ServicesMarch 2022 Acquisition PCF Insurance Services has acquired a privately-held insurance agency in California
MarshBerry was the financial adviser to the SellerMarch 2022 Acquisition Hub International Limited has acquired Kuhl Insurance Agency, Inc.
MarshBerry was the financial adviser to Kuhl Insurance Agency, Inc.February 2022 Acquisition ALKEME Holdings, LLC has acquired ERM Insurance Brokers
MarshBerry was the financial adviser to ERM Insurance BrokersFebruary 2022 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 Acquisition Hub International Limited has acquired GRP Financial California, LLC
MarshBerry was the financial adviser to Hub International LimitedDecember 2021 Acquisition Lovell Minnick Partners, LLC has invested in Warner Pacific Insurance Services
MarshBerry was the financial adviser to Warner Pacific Insurance ServicesDecember 2021 Acquisition Hub International Limited has acquired JP Griffin Companies, LLC
MarshBerry was the financial adviser to JP Griffin Companies, LLCDecember 2021 Acquisition Alera Group, Inc. has acquired Foa & Son Corporation
MarshBerry was the financial adviser to Foa & Son CorporationDecember 2021 Acquisition One80 Intermediaries has acquired Innovative Risk Management
MarshBerry was the financial adviser to Innovative Risk ManagementDecember 2021 Acquisition One80 Intermediaries has acquired Prosurance Insurance Group, Inc.
MarshBerry was the financial adviser to Prosurance Insurance Group, Inc.December 2021 Acquisition High Street Insurance Partners, Inc. has acquired Gary Thompson Agency, Inc.
MarshBerry was the financial adviser to Gary Thompson Agency, Inc.December 2021 Acquisition BroadStreet Capital Partners, Inc. has acquired a privately-held insurance agency in Pennsylvania
MarshBerry was the financial adviser to the SellerDecember 2021 Acquisition One80 Intermediaries has acquired Pearl Insurance
MarshBerry was the financial adviser to Pearl InsuranceDecember 2021 Acquisition Oakbridge Insurance Agency, LLC has acquired Shield Insurance Partners, Inc.
MarshBerry was the financial adviser to Oakbridge Insurance Agency, LLC