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Connect Member Benefits


Membership to Connect is by invitation-only.

Perspectives for High Performance (PHP): Proprietary financial and productivity benchmarking system with over 30 years of data, utilizing 420+ key ratios that are designed to analyze insurance agency performance

MarshBerry Connect Platform: A compelling new category ‘accelerator’ model to drive differentiation, leverage the benefits of both scope and scale, and harness resources and capabilities to maximize intended results

Employee Engagement Study: Connect Members receive one report a year.  The online employee survey provides a holistic portrait of how well your firm is functioning internally. Spark change. With benchmarked data, enabling you to compare results to industry averages.

Executive Forums: Live Executive forums for the exchange of confidential solutions and strategies. Semiannual summits to collaborate with Strategic Issues Group (SIG) peers and MarshBerry industry experts

MarshBerry University webcast: Learn from industry experts on a range of topics and best practices to help your firm Learn. Improve. And Realize.

Access to Publications Archives and Tools: MarshBerry’s industry specific perspective, emerging trends and best-in-class solutions as well as a library of tools, templates and resources to solve workplace challenges

Value Intelligence Portal: MarshBerry’s VI Portal offers members in-depth data, analytical tools, simulation scenarios and industry resources to formulate growth strategies

Exclusive Discounts: Deep discounts on MarshBerry and partner conferences, educations courses and more. Save on conference and seminar registration, MarshBerry services and more.

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Strategic Partners

FIRST Insurance:

FIRST Insurance Funding is a wholly owned subsidiary of Wintrust Financial Corporation (Wintrust) – a publicly traded, diversified, financial services company with assets totaling more than $18 billion (NASDAQ: WTFC). Based in Lake Forest, IL., Wintrust provides traditional community banking services, wealth management services, commercial premium financing, mortgage origination, short-term accounts receivable financing, and certain administrative services, such as data processing of payrolls, billing and treasury management services

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Strategic Partners


Patra powers insurance processing by leveraging people and technology, supporting insurance organizations as they sell, deliver and manage policies and customers. Patra’s team of global experts allow brokers, MGAs, wholesalers and carriers to capture the Patra Advantage – profitable growth and organizational value. This is accomplished through the deployment of Patra’s proprietary Insurance Process Delivery System – an integrated portfolio of outsourced services, insurance specific workflows and technology.

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Strategic Partners


Vertafore provides software solutions for independent insurance agencies and brokers, MGAs, and carriers that help them better manage their businesses and processes to grow revenue and be more profitable. Insurance is all about relationships, and we believe technology should make those relationships even stronger. Our mission is to transform the way the industry operates by putting people at the heart of insurance technology.

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Although the environment is highly favorable for insurance brokerages to sell, some owners are still not utilizing an advisor.