Organic Growth

Think MarshBerry. Think Organic Growth.

Insurance Agency growth strategies designed to accelerate organic growth, profit, and value

Long-term value requires a purposeful and sustainable organic growth strategy

Reach your firm’s greatest sales potential by partnering with MarshBerry. The Organic Growth team works with you to to help your firm reach its organic growth goals by creating success insurance agency growth strategies, acquiring the right talent, building an organizational infrastructure designed to increase new business production, and developing high-performing teams with the Producer Academy and Executive Institute.

producer academy

Growth Your Insurance Agency with our Producer Academy

MarshBerry’s Producer Academy will help you reach your agency goals by offering proprietary training courses to validate your team. Whether your goals are to train a new producer or develop your sales team, we can provide tailored solutions to build and maintain sustainable sales practices and insurance agency growth strategies.

Producer Academy will focus on the skills, knowledge and insurance agency growth strategies every producer needs to develop in order to maximize their potential and start generating revenue for your firm. The Producer Academy covers course levels 100 (designed for unvalidated producers) and 200 (designed for validated producers).

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Grow Your Insurance Agency to the Next Level with Executive Institute

Set a clear path for Sales Management and Executive Leadership within your firm. MarshBerry’s Executive Institute provides your leaders with practical applications for Leadership Development, Creating Insurance Agency Growth Strategies, Setting the Vision, and Culture Creation.

Our Executive Institute extends your validation training by offering course levels 300 (designed for sales leaders and managers) and 400 (designed for owners, key executives, and future leaders). When you choose MarshBerry, you’ll receive a customized plan that will help you organically grow your agency.

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TALENT ACQUISITION

Finding good talent is tough but a crucial part of a brokerage or insurance agency growth strategy. MarshBerry offers a full suite of talent search and recruitment training talent consultations, and development solutions for insurance agencies and brokerage firms. Get introduced to new talent that is a good cultural fit and results driven.

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Start Your Insurance Agency Organic Growth Strategy with MarshBerry

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PROOF IS IN THE NUMBERS

RESULTS AND ACHIEVEMENTS

13.4%
Organic Growth Rate of the Best 25% of MarshBerry clients
560+
Commercial and Benefits Producers Placed
200+
Producers and Executives Coached
3500+
Coaching Calls in 2019
2300+
Hours Spent Coaching Executives, Managers and Producers Virtual and onsite

Hey guys, just wanted to give you kudos for a great program – very positive material. I had no idea what I was in for and I’m having fun and also learning a lot – that will help me become a better sales manager and also with future recruiting. I know our other agent participating is learning a lot and he is excited about his future increased production, so that’s encouraging – well worth the investment!

Private Client—AVP MO

The most valuable part of my MarshBerry training was my one on one calls. My consultant provided great insight and background that helped me prepare and properly evaluate my opportunities. As a seasoned sales professional, I truly appreciated their willingness to challenge my typical sales thought process which helped accelerate my learning curve. Selling insurance is like no other sale I’ve made and having a resource like MarshBerry was incredibly beneficial. I would recommend the MarshBerry program to any brokerages looking to properly onboard insurance professionals.

Private Client

Thank you so much for the superior training last week. I have to say, it was the best I have ever experienced. I’m sure it was mostly you, but I can’t help but think that my 20 years of right and wrong sales approaches and previous sales training, and other experiences prepared me to hear what you had to share last week. I think it all came together really well when I listened to your approach. I truly enjoyed it!

Private Client—Commercial Producer, Fresno, CA

Our partnership with MarshBerry and specifically the Organic Growth/Sales Management department has really transformed the way we help our producers succeed and in turn the agency has grown. It has been a joint effort by both teams working towards a very intense and specific goal. You all gave us the resources/scripts/planning tools/one on ones/manager feedback which helped us grow and also retain them. We were in a very unique situation competing with National Brokers and in my opinion, we are winning. I’m happy to be referral sources because I believe our partnership works.

Private Client—President, Miami, FL
Private Client

They have a keen knowledge and deep insight into the insurance market space. They understand core value drivers and translate that well to future buyers.

Private Client

Contact the Advisory Team

MarshBerry’s team of advisors are thought leaders and experts in the insurance brokerage and financial services industries. As a client, your firm benefits from their combined hands-on experience and professional designations in finance, accounting and economics. No matter what your needs are, they have the understanding to craft a personalized solution.

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Frank Cox
Senior Vice President, CAWC
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Brandon Hardesty
Vice President, Organic Growth
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Zack Pittman
Vice President
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Don Folino
Senior Consultant, Sales Performance
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Tony Longo
Platform Strategy Consultant
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Frank Cox
Senior Vice President, CAWC
616.426.8522
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Energy, experience and execution—these are just a few of the reason’s clients turn to Frank Cox as a coach, mentor and valuable management consultant. He has a passion to help clients meet their organic growth initiatives. Frank joined MarshBerry in April 2019, bringing more than ten years of insurance sales experience and a track record for coaching, sales training, public speaking and senior executive management.

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Brandon Hardesty
Vice President, Organic Growth
440.769.0320
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Brandon is an accomplished sales director with over 20 years’ experience in Fortune 500 company sales, marketing and strategy. In his role, Brandon is responsible for providing management consultation, strategic planning, coaching and sales leadership to MarshBerry’s portfolio of insurance brokerage clients and carriers.

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Zack Pittman
Vice President
440.220.4100
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Zack Pittman is a results-based organic growth advisor, with emphasis on sales training, coaching, and reinforcement. Zack brings with him over ten years of experience in sales and sales management operations.

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Don Folino
Senior Consultant, Sales Performance
440.220.4105
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Don Folino joined MarshBerry in 2018 as a Sales Performance Consultant in the Organic Growth division where he helps insurance agencies and brokerages build infrastructures that drive organic growth, as well as working with them through the continued development and execution of that process.

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Tony Longo
Platform Strategy Consultant
616.773.1134
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Tony Longo joined MarshBerry's Talent Acquisition division during February of 2018, bringing over seven years of insurance industry experience on the carrier side. Since then, Tony has transitioned to the Connect Platform. Tony's role is to assist both new and existing members through the on-boarding and optimization/utilization processes of the Platform. Tony also works with clients to identify and assist in the unique value creation opportunities, including RiskMatch.

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