MarshBerry and Linchpin form Strategic Partnership Focused on Brokerage Automation & Technology Integration

The firms will collaborate on a wide range of operational needs for brokerage companies in the insurance industry.

March 9, 2022

MarshBerry’s Platform is pleased to announce that it has formed a strategic partnership with Linchpin, a national technology firm that specializes in serving the technology and automation needs of the insurance industry. Headquartered in Los Angeles, CA, Linchpin is a preferred provider of brokerage operational support to MarshBerry clients across the country.

As the third largest aggregator in the U.S., as cited by Insurance Journal, the Platform is also an organic growth accelerator. Platform members are enabled to drive differentiation, leverage the benefits of both scope and scale, and harness resources and capabilities to maximize organic growth for their firm.

“Whether a firm is looking to upgrade their internal processes, break away from an affiliation they are currently unhappy with, or looking for an exit strategy with a large national firm, Linchpin is capable of handling their needs,” said David Soforenko, MarshBerry Executive Vice President. “We are excited to add Linchpin’s full suite of technological services to our expanding portfolio of premier partners to our membership.

Linchpin provides technological services designed to manage day-to-day business systems – including tech implementation, network management, team training, automation services, data migration, human resource systems, and insurance accounting automation support so agency owners can maintain their focus on production and performance.  

With merger and acquisition (M&A) activity in the insurance brokerage distribution space continuing at an active pace, the need for integrated technology systems becomes even more crucial – empowering companies to merge seamlessly and quickly. 

“Our relationship began when Linchpin managed the transitional infrastructure set-up for Champion Risk, a MarshBerry platform firm,” says Grant Hester, Linchpin Founder. “We were able to get in at the ground floor and administer the Applied Systems EPIC management system for the agency during a recent split from their ex-partners – providing fully integrated technology, accounting, payroll, billing and more, all under one roof. We look forward to delivering this same level of service to many more MarshBerry firms moving forward.” 

Says Mark Raby, CEO of Champion Risk: “Linchpin is not your ordinary service provider; Grant and his elite team became part of our family. The transition from our former partners, which was spearheaded by Linchpin, exceeded our expectations and has profoundly impacted our organization. With the data transfer, IT, accounting automation, workflow and so much more taken care of, I can remain focused on agency management and business growth, knowing that Grant and his team have our back.”

For more information regarding MarshBerry’s Platform, please email David Soforenko at or call 440.220.4101.