Today's Viewpoint: A MarshBerry Publication

Aligning Tech For Organic Growth Momentum


MarshBerry’s Connect Platform helps firms align technology critical to their organic growth and financial performance. In 2019, the average commercial Property & Casualty revenue within its members was in excess of $14M. In this data 79% of the collective 80,000+ commercial clients (incepted in 2019) produced revenue less than $2,500 annually.

Many firms struggle with this reality, particularly those that focus on larger customers or look to dissuade their sales teams by not paying producers on accounts that generate less than “X”. However, some firms are seeing small business units as a revenue opportunity.

In Today’s ViewPoint, Bob Wasserman of TrueNorth, shares his insights with David Soforenko, Executive Vice President – MarshBerry. As Practice Leader for Small Business and Personal Lines, Bob discusses with David TrueNorth’s strategy of an institutionalized customer experience, growth and carrier alignment, and managing this complex book of clients.

If you have questions about Today’s ViewPoint or would like to learn more about using technology to drive efficiencies in your business, please email or call Keith Captain, President, FirstChoice, at 704.831.8708.

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If you have questions about Today's ViewPoint, or would like to learn more about how MarshBerry can help your firm determine its path forward, please email or call MarshBerry at 440.354.3230.

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