Membership Benefits
MarshBerry Connect Member Benefits
MarshBerry Connect membership comes with a multitude of benefits in addition to the peer–to–peer exchange opportunities. Included here are the highlights of exclusive member benefits.
Benefits of Membership
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.
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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.
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VI Portal
MarshBerry’s VI Portal offers members in-depth data, analytical tools, simulation scenarios, and industry resources to formulate growth strategies.
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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.
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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.
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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.
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.
Shelley joined MarshBerry in 2019 bringing over 10 years of event and program enhancement experience. Shelley’s role is to enhance MarshBerry’s executive peer exchange membership –
Connect. Her efforts include education on program benefits such as access to MarshBerry’s proprietary data benchmarking services, industry-leading data, and organic and inorganic growth services. Shelley’s passion to motivate others, inspire change, and impact the growth of organizations is integral to this role and is the common thread weaving through her career.
In 2008, Shelley entered the event space working for Automotive Events, a turn-key event solution firm. During her time there, Shelley led teams in the development of product launches, sales training, and marketing events for clients like Hyundai, Subaru, Jaguar Land Rover, BMW, MINI, and Toyota.
Shelley has held roles in marketing and social media capacities for restaurants, nightclubs, retailers, and nonprofits. From 2011-2017, Shelley was the owner and operator for Stitched & Wired, a jewelry line sold in boutiques across Northeast Ohio and was featured in publications like Cleveland Magazine and The Plain Dealer. Shelley also served as Operations Director for Cuyahoga Collective, a regional retail company based in Lakewood, OH.
When Shelley is not engaging with clients and customers, she enjoys spending time with family, traveling with friends, and creating new recipes to share with others.
Chris Rochford is a solution-oriented thought leader who helps clients improve the value of their business by achieving double-digit growth. As Vice President, Growth Advisory, Chris is responsible for new client development, product innovation, and value enhancement of Growth Advisory solutions.
As Vice President - Connect Growth, MarshBerry’s executive peer exchange, Michael looks to leverage his 20 plus year career in insurance sales to build long-term trusting relationships with agency and brokerage partners.
