MarshBerry Releases Inaugural Technology & Governance Report for Insurance Distribution Leaders
New research reveals how technology, governance, and strategy decisions shape growth across insurance distribution firms.
Woodmere, OH – MarshBerry, a global leader in investment banking and consulting, today announced the release of its inaugural Technology & Governance Report, a comprehensive research study examining how insurance agencies and brokerages are leveraging technology, corporate governance, and strategic planning to drive scalable growth and long‑term enterprise value.
The report provides a detailed view into the industry’s current state of technology adoption, artificial intelligence (AI) usage, data and analytics maturity, cybersecurity readiness, governance structures, and succession planning. The findings reveal a consistent theme across firms of all sizes: while leaders largely understand what needs to change, execution continues to lag behind intention.
The report highlights that technology has become foundational to scale rather than a point of differentiation. Nearly three‑quarters of firms report some level of AI usage, yet adoption remains largely exploratory and focused on incremental efficiency gains rather than enterprise‑wide transformation. Data quality and integration continue to be key constraints, limiting the effectiveness of advanced analytics and AI initiatives.
On the governance front, the study underscores the significant role formal boards, accountability mechanisms, and structured decision‑making play in managing risk and supporting long‑term strategy. Despite this, many firms lack formal boards, defined leadership development programs, or clearly identified succession pathways—creating unnecessary risk as organizations grow and ownership transitions approach.
“Our goal with this report is to help firm leaders move beyond awareness and experimentation and toward deliberate, value‑creating decisions,” said John Wepler, MarshBerry Chief Executive Officer. “Technology, governance, and strategy are deeply connected. Firms that align these disciplines—and execute with intention—can be best positioned to scale profitably, manage risk, and preserve enterprise value in an increasingly complex environment.”
The 2026 Technology & Governance Report is designed for owners, executives, and leadership teams seeking practical insights, peer benchmarks, and clear implications for action. It also complements MarshBerry’s broader Perspectives for High Performance framework, which helps firms translate data into measurable performance improvement.
The report, valued at $2,500, is available for purchase.
MarshBerry – Helping Clients Learn, Improve & Realize Value
MarshBerry is a global leader in investment banking and strategic consulting for the financial services industry. With over 40 years of experience, MarshBerry empowers firms in insurance brokerage & distribution, wealth advisory & retirement planning and accounting & tax practices to achieve long-term growth, maximize value, and navigate every stage of ownership. Core offerings include Investment Banking services such as Merger & Acquisition Advisory and Capital Raising, as well as Financial Consulting in Strategic Planning, Valuations, and Perpetuation Planning. MarshBerry also provides specialized support in Organic Growth Consulting, Executive Peer Exchange, Agency Network and Market Intelligence & Performance Benchmarking. For more information, visit www.MarshBerry.com.
Investment banking services in the USA offered through MarshBerry Capital, LLC, Member FINRA and SIPC, and an affiliate of Marsh, Berry & Company, LLC, 28601 Chagrin Blvd, Suite 400, Woodmere, OH 44122 (440) 354-3230.