Perspectives for High Performance (PHP)

Proprietary financial and productivity benchmarking system with over 30 years of data, utilizing 745+ key ratios designed to analyze your firm’s performance, and serve as a guide for key business insights to maximize growth and optimize your firm’s value.

Exclusive Discounts

Connect members are offered special discounts on MarshBerry and partner conferences, education courses, engagements with MarshBerry Strategic Partners, and more. You can save on conference and seminar registration, MarshBerry services, and more.

PHP Synergy Report

The newly released digital report gives your firm the ability to create financial and performance comparisons using geographic location, account size, or any other specification you’d like to compare your firm’s performance against peer groups as well as top-performers. Connect members receive one complimentary report per year.

MarshBerry FocalPoint Webinar Series

As a Connect member you will have membership access to this information and insight series designed to elevate strategic and practical knowledge in the insurance brokerage industry.

Strategic Issues Groups (SIG)

These live executive forums enable the exchange of confidential solutions and strategies that go beyond the surface to provide you with real–time actionable ideas. Summits are facilitated throughout the year by MarshBerry industry experts. Members of each SIG come together to support and challenge each other to improve and accelerate their business strategies.

Monthly Connections Newsletter

Members receive a monthly edition of Connections. This resource highlights trending industry topics, important reminders related to data and report requirement, and ways to maximize your Connect membership benefits. MarshBerry offers a first look at new products and services here so you have the opportunity to be on the leading edge of innovative solutions.

Employee Engagement Survey

The online employee survey provides a holistic portrait of how well your firm is functioning internally. With benchmarked data enabling you to compare results to industry averages, you gain a better view of strengths and opportunities for improvement. Connect Members receive one complimentary report per year.

Access to Publications Archives and Tools

As the strategic thought leader in the insurance brokerage space, MarshBerry’s industry–specific perspective, viewpoints on emerging trends, proprietary studies, and research reports as well best-in–class solutions are available to members. In addition, members have a library of tools, templates, and resources to leverage for day–to–day operations and to solve workplace challenges.

VI Portal

MarshBerry’s VI Portal offers members in-depth data, analytical tools, simulation scenarios, and industry resources to formulate growth strategies.

WayPoint

WayPoint is designed to be the go–to–reference for data and insights, industry perspectives, and market conditions influencing the insurance distribution marketplace. Each WayPoint edition offers your firm to stay current on developments in the insurance brokerage industry.

Sales Culture Assessment

A MarshBerry proprietary tool designed to measure the sales culture of your firm. This instrument highlights specific ways in which your leadership team can increase sales to out-perform, out-earn, and outlast your competition.

MarshBerry University Webinar (MBU)

MBU Webinars occur quarterly providing important updates about your membership, prepare for upcoming Connect Summits, and much more.

CEU Unlimited Access Program

MarshBerry has partnered with The Institutes to offer primary and secondary firm members of Connect to access CE credits*. The CEU Unlimited Access Program offers unparalleled value to licensed producers and adjusters in Property & Casualty and Life and Health insurance through dynamic, on-demand continuing education courses approved in all 50 states, District of Columbia, Puerto Rico, and Guam without state filing or hidden fees.

*Primary and secondary firm members are those that typically attend Summits and participate in membership activities throughout the year.