Expert Perspectives

FirstChoice Successes: How Neofes Insurance Group Is Growing, Evolving, and Thriving

Today, independent agencies are navigating shifting client expectations and increasing competition — but many are rising to the challenge with the right support system behind them.

One of those success stories comes from Neofes Insurance Group, a longtime FirstChoice member. Randy Fulmer, FirstChoice Regional Vice President, and Bill Neofes Jr., Owner & Principal Agent, Neofes Insurance Group, discuss how Bill’s agency has transformed over the past five years, and how FirstChoice membership has helped fuel that momentum.

In this video, you’ll hear:

  • How Neofes Insurance Group has evolved to better serve clients and strengthen market presence.
  • The ways FirstChoice membership provides meaningful support, from resources to relationships that accelerate development.
  • The most valuable insight gained as a FirstChoice member.

Bill’s story reflects what so many FirstChoice members experience: stronger performance, clearer direction, and greater confidence in the future.

MarshBerry is a global leader in investment banking and consulting services, specializing in the insurance brokerage and wealth management sectors. If your firm seeks expert advisory guidance to refine your business strategies, drive sustainable growth, or facilitate a sale, MarshBerry is the ideal partner to support you in making these critical business decisions. Collaborating with a trusted advisor who deeply understands your business and the industry can help you maximize value at every stage of ownership.