Proprietary Industry Studies

Understanding trends through data

Business intelligence data against real-time trends

MarshBerry offers proprietary and industry studies to help you better understand trends in the moment. These include:

MarshBerry Technology & Governance Report for Insurance Distribution Leaders

MarshBerry’s inaugural Technology & Governance Report delivers a data‑driven view of how insurance agents and brokers are navigating rapid change—and where execution is falling short.

The report examines the real‑world impact of technology, artificial intelligence, data and analytics, corporate governance, and succession planning on scalable growth and enterprise value.

The findings are clear: while most firms recognize the importance of technology and governance, many struggle to translate intent into execution. AI adoption is widespread but largely exploratory. Data remains fragmented, limiting the effectiveness of automation and advanced analytics. Governance structures and succession plans often lag behind firm growth, increasing operational and ownership risk.

This report goes beyond trends to provide practical insights leaders can act on today. It highlights where top‑performing firms are focusing their investments, how they are structuring decision‑making and accountability, and what separates firms that scale profitably from those that stall.

Designed for owners, executives, and leadership teams, the 2026 Technology & Governance Report helps firms assess their current state, benchmark against peers, and make deliberate decisions that support long‑term value creation.

Report cost is $2,500 and offers the clarity and perspective needed to strengthen your firm’s foundation—and chart a more confident path forward.

MarshBerry’s 2026 Agency & Brokerage Compensation Report: Now Available

This proprietary industry report delivers critical insights into compensation, hiring, and workforce trends shaping the insurance sector — with a sharp focus on the forces influencing MarshBerry’s 2026 Insurance Agency & Brokerage Compensation Report is now available for purchase.

This year’s report provides actionable insights into compensation, hiring, and workforce trends shaping the insurance industry—highlighting how firms are competing for talent in a still-constrained labor market.

Key findings include:

• Demand for experienced professionals remains high, particularly in production roles, with more firms reporting increased hiring difficulty.
• Workforce stabilizing: Employee turnover declined to 15.1%, while hiring activity remains strong at 19.3% of total staff.
• Compensation moderating: Salary increases continued across all roles in 2025 but are expected to slow in 2026.
• Flexibility endures: Most firms are maintaining remote and hybrid policies, with over 80% offering flexible work options.

This proprietary report includes compensation data for 30+ roles, along with insights on executive pay, producer incentives, service and support staff, and employee benefits trends.

As firms refine their strategies in 2026, this report is an essential resource to benchmark performance, align compensation models, and attract top talent.

Available for $3,500, the report includes a supplemental data file with easy-to-use tables.