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MEMBERS ONLY.

MORE THAN A NETWORK GROUP, BENCHMARKING PROGRAM OR GENERIC AGGREGATOR 

BUSINESS INTELLIGENCE. RESOURCE OPTIMIZATION. PREMIER PARTNER ALIGNMENT.

MarshBerry Connect Platform is more than just an aggregator it’s an organic growth accelerator

This new category of independent distribution, enables MarshBerry Connect Platform members to drive differentiation, leverage the benefits of both scope and scale, and harness resources and capabilities to maximize organic growth for their firm.

It starts with rich data. The Platform deploys RiskMatchTM technology to capture real-time insights into industry verticals and lines of business.

Traditional Aggregators

  • Alignment & Consolidation with key carriers
  • Members are attracted to the Scale created
  • Provide balance and access to markets

MarshBerry Connect Platform Difference

  • Alignment & Consolidation with key carriers
    • Plus PL, EB, and E&S solutions are included too
  • Members are attracted to the Scale created
    • Plus a focus on building Scope
  • Provide balance and access to markets
    • Plus the ability and means for differentiation
  • Lead with data and analytics to drive performance
  • Member firms are typically high performing, organic growth oriented
  • MarshBerry’s Connect Platform model is designed to help firms accelerate growth
  • Majority of ROI and Value proposition benefits
    • Members and their clients
    • Carrier partnering with Platform

Strategic Partners

first insurance funding logo

First Insurance Funding

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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patra logo

PATRA

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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riskmatch logo

Vertafore

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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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.

Contact Us

David Soforenko
Executive Vice President
Andrew Katz
Vice President
Eric Kuhen
Platform Strategy Consultant
Mark Sichterman
Strategy Consultant
David Soforenko
Executive Vice President

David joined MarshBerry in 2018 as Executive Vice President. In his role, David is responsible for the strategy and direction of MarshBerry’s Connect Platform that launched in April 2019. Prior to joining MarshBerry, David was with Starkweather & Shepley Insurance Brokerage, Inc. (“Starkweather”) for almost 24 years where he rose to become a key leader of the firm.

Andrew Katz
Vice President

Andrew joined MarshBerry as Vice President - Premier Partner Development in January 2021. He is tasked with developing partnerships which will enhance the scope, scale, and growth for members of MarshBerry's Connect Platform. Andrew is a staunch believer in agency distribution and is passionate about helping agencies maximize their success and exceed their goals.

Eric Kuhen
Platform Strategy Consultant

Eric Kuhen joined MarshBerry as a Strategy Consultant in October 2018 and has had various positions since. As a Platform Strategy Consultant, Eric's primary responsibility is to help Connect Platform member firms understand how the Platform can help them increase revenue and re-invest in their firm. He also co-facilitates two Strategic Issues Groups within MarshBerry’s executive peer exchange network, Connect.

Mark Sichterman
Strategy Consultant

Mark joined MarshBerry as a Strategy Consultant in February 2021. In his multifaceted role, Mark is tasked with nurturing relationships with members of MarshBerry's Connect Network and Connect Platform to help them achieve growth goals for their firm.

MarshBerry Latest

E&S MARKET STRENGTH TO CONTINUE IN 2021

U.S. E&S insurance sector continues its healthy pace of growth with the top 3 stamping offices reporting strong premium increases in 1Q21.