Sharing wisdom, experiences and tools designed to drive increased organic growth, profit and value. Firms receive in-depth analysis, facilitation, guidance and customized solutions to help you reach your firm’s performance objectives.
Deep dive into your firm’s challenges and discover strategies that will increase new business production, producer retention, sales management, goal setting and more!
- Assessment and Data Gathering
- Executive/Producer Reports
- Onsite Visit and Training
- Sales Process Buildout
- Ongoing Training and Development
- Premium access to MarshBerry Seminars, webinars and events
The process of establishing and documenting your firms direction is essential for organizational focus and efficiency. Backed by MarshBerry’s proprietary data and intellectual capital, we work with you to analyze where you are, how you compare, facilitate a process to define your strategy, and create a roadmap to reach year-over-year sustainable growth.
- Where are you now: Mission. Vision. Values. Culture.
- Where do you stand: Benchmarking – peer average, best-in-class
- State of the Industry: M&A, rates, technology, agency performance, economic environment, government and political components
September CounterPoint – Young Blood
Insgroup consulted with MarshBerry for expertise as it recruited and onboarded some members of the management team.
Sales Performance Playbook
MarshBerry’s Sales Performance Playbook provides research-backed insights and practical strategies to help you obtain and sustain high performance.
Dig Your Well Before You’re Thirsty
Good candidates with a strong culture fit don’t grow on trees, so hire them when they are at your fingertips!