FocalPoint Webinars

MarshBerry webinars are unique virtual sessions created to deep dive into specific areas of interest within the insurance brokerage industry.  Choose from a range of topics on things you need to know such as perspectives on the state of the industry, trends in M&A, proprietary research briefings full of comparable data, business strategy and planning guidance, and even tools and techniques to advance unvalidated producers faster and more efficiently.

Something for everyone.  As the leader in insurance brokerage advisory, MarshBerry is your single source for all your business consulting needs.

Recent FocalPoint Webinars

Where will the M&A Market Finish in 2022 and 2023 Outlook

Presented by Phil Trem, President, Financial Advisory

Relatively speaking, 2022 has been a year of challenging headwinds for merger & acquisition (M&A) activity. It didn’t help that 2021 broke records in many categories. But despite the hurdles, 2022 has the opportunity to end strong. Join Phil Trem, President – Financial Advisory, where he’ll showcase 2022 M&A year-end results, trends in valuations, an update from the capital markets, and the outlook for insurance agencies and brokerages in 2023.

Boosting Sales Velocity & Adding Value

Presented By David Soforenko, MarshBerry Executive Vice President

As an agency owner, building your annual plan for 2023 is likely at the top of your to-do list.   However, if you didn’t reap meaningful, double-digit growth this year, perhaps you need more than a change in action items and partnering with FirstChoice, a MarshBerry Company is worth considering. Our mission is to help you and your team leverage proven tools, strategies and tactics to drive meaningful outcomes including enhanced sales velocity. Join us for this 45-minute webinar as we highlight the four key pillars to maximizing revenue and unlocking accelerated organic growth for you and your agency in 2023.

The Economy – Buckle Your Seatbelts

Presented by Gerard Vecchio, MarshBerry Managing Director

As an insurance agency or brokerage owner – you’re inundated with how the insurance landscape is constantly changing. However, what are you supposed to do with all of this information? During this 30-minute FocalPoint webinar, Gerard Vecchio, Managing Director, will highlight key economic indicators you should watch, upcoming insurance renewals and potential rate changes, Carrier Surplus Allocations, and adjustments in the debt and equity market you should follow as you start your strategic planning for 2023.

Death of the Traditional Independent MGA

Presented by George Bucur, MarshBerry Director & Specialty Practice Co-Head

The wholesale broker segment has undergone massive consolidation to the point where very few independent pure play Property & Casualty brokers remain. In addition, it’s likely that the market is at the front end of a consolidation wave that is hitting delegated authority firms with nearly 8% of specialty entities consolidating in 2021. As history demonstrates, massive value is unlocked when insurance distributors and markets are aggregated. Delegated authority is not an exception to this premise.

Improving Your Compensation Strategy to Boost Growth

Presented by Tommy McDonald, MarshBerry Directory Financial Advisory

With firms spending just under 70% of their revenue on compensation costs, the key is to have reliable and current data to make decisions in a rapidly evolving landscape. With unprecedented competition for talent, employers must take measures to ensure their firms stand out from competitors if they want to attract and retain the best talent. Today, this goes beyond just the paycheck — employees are increasingly looking at the company culture, benefits, flexibility, upskilling, and work–life balance when deciding whether to accept or stay in a position.

Join MarshBerry Director Tommy McDonald as he provides key insights from our 2022 Agency & Brokerage Compensation Study and action items to consider as you look to make impactful changes to your firm’s compensation strategy.

The Hiring Continuum – Are You Hiring the Future Owners of Your Firm?

Presented by Tony Longo,  MarshBerry Senior Consultant, Management Consulting

With firms across the country feeling the effects of a talent shortage, immense pressure to grow organically, and 25% of the insurance industry looking to retire within the next 5-10 years – is your firm’s talent strategy prepared to find and grow your next generation of owners? During this session, MarshBerry Senior Consultant, Tony Longo, will provide tips on how to dig your talent well to proactively support your talent needs now – and down the road.

Play Bigger to Grow Exponentially

Presented by David Soforenko, Executive Vice President

As an agency owner, can you afford the nominal benefits of growing your firm incrementally? Or, like other top performing firms, you’re ready to adopt a proven approach to building your agency more effectively based on an exponential mindset. While the downside still leads to incremental growth, the upside can be transformational.