Expert Perspectives

Turning Digital Strategy Into Action with Peer-Driven Insights

MarshBerry

Staying ahead in today’s fast-moving digital landscape takes more than new tools. It takes the right mindset, strategy, and community.

In this conversation, Kevin Dorgan, FirstChoice Associate Vice President of Marketing & Technology, and Jim Bocrie, CEO & President, Heritage Insurance Partners, explore the recent technology initiatives Jim’s team has launched to stay competitive, how they approach rapid adoption when new platforms emerge, and the role the FirstChoice Technology Council plays in shaping digital priorities. You’ll also hear which council-driven conversations had the biggest influence on real-world technology decisions.

In this video, you’ll discover:

  • How to prioritize technology investments that deliver immediate impact.
  • Practical approaches for adopting new tools without overwhelming teams.
  • The value of peer-driven FirstChoice Technology Council insights in guiding digital strategy.

Whether you’re refining your digital roadmap or learning from peers who’ve been there, this conversation offers practical, actionable insight.

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.