Proprietary Analytics

Think Data & Analytics. Think Best Practices.

Forecasting Trends Specific to your firm

Real-time access to metrics beyond just revenue

MarshBerry’s data and research continues to evolve. Based on your evolving needs and performance, new data streams are created to help you drive the trajectory of your firm. MarshBerry’s Value Intelligence Portal (VI Portal) includes a section dedicated to dynamic and interactive models, which identify deeper insights, predictions, or recommendations.

Producer Stack Rank

The Producer Stack Rank offers insight into how your sales staff are per-forming relative to their peers in the industry. Each producer’s book of business (including new business written, total book, average account size, and sales velocity rate) is benchmarked against MarshBerry’s proprietary producer database. This analysis is unlike any other available in the industry.

The Producer Stack Rank also allows you to benchmark producer performance against other producers with similar experience and tenure, as well as lines of business (Commercial Lines, Personal Lines, or Life & Health business).

Staff Optimizer

This interactive tool models four different staffing scenarios that illustrate the impact on your firm’s value by aligning your service and support staff to industry benchmark performance.

Cross-Sell Opportunity Finder

This interactive tool identifies potential cross-sell opportunities within each of your producers’ existing books of business.