MarshBerry Connect Platform

MarshBerry's Connect Platform was created for agents and brokers who agree they control their own destiny. Our Partners are able to access and leverage high-quality, real-time business analytics and market intelligence to build value.

Become a Partner



Exclusively offered to firms participating in MarshBerry’s Connect Peer Exchange Network, organizations can plug into the MarshBerry Connect Platform (“Platform”) to amplify and access resources and capabilities designed to differentiate their value proposition to clients and carrier partners. 

“We have intentionally created a new category of business relationship amongst our members and trading partners, believing in the emerging new ecosystem of insurance distribution. It is highly unlikely any one firm or carrier can transform it alone,” said David Soforenko, Executive Vice President at MarshBerry.  “If agencies or brokerages truly want to drive change locally, regionally, even globally, a Broker Transformation Platform like ours offers the means and thought leadership to effectuate this objective,” he continued.

A key component to the Platform is its high-quality, real time business intelligence for purposeful empowerment. Here, Platform members access an ecosystem where mutually sustainable value is built (alongside partners) and compelling, shared outcomes are distributed to a member’s end-client, so all participants in the value chain benefit.

In tandem with MarshBerry’s proprietary database, Perspectives for High Performance, all Platform members gain direct, independent access to Vertafore/RiskMatch’s performance dashboard.  This enables Platform members to not just visualize but drive:

  • Growth, benchmarking, upselling, cross-selling and output
  • Deeper, stronger carrier partnerships within the insurance marketplace

Equally important, a key focal point of the Platform is to optimize and share finite resources possessed (or desired) by members in a format and forum consumable by the members.  This desire and willingness to work together, to optimize resources ultimately benefits all parties in the sales paradigm: insured, insurer and broker. Work groups within the Platform will primarily focus on:

  • Engaging leaders in practice groups and programming to drive best-in-class deliverables and services
  • Aligning vetted Strategic Partners with our membership to provide unique access, special support, and exclusive offerings to Connect Peer Exchange Network and Platform members

“The launch of MarshBerry’s Connect Platform has been over a year in the making.  Thanks to the leadership of David, we’ve created an opportunity for our membership to take action on growth, partner with like-minded firms and seize market opportunities now – not tomorrow,” said John Wepler, Chairman and CEO of MarshBerry.

Because Connect Members are primarily firms focused on organic growth, another differentiator of the Platform surrounds its efforts to create a broader, actionable value proposition capable of impacting the customer experience. 

“Collaborating with thought leaders throughout the industry in an effort to transform the customer experience is both exciting and attainable,” said Soforenko.  He continued, “As an industry, we need to stop building fences and start building more bridges if we truly want to meet our end-customers’ requirements and needs.” 

Connect Platform Members

Vital to launching the Platform was the investment from our Platform Members.  “Firms in at the ground floor have helped build an infrastructure and toolbox of offerings – including data intelligence, work groups, and access to MarshBerry products and services,” said Soforenko.  “They’re not just thinking differently, they are thinking boldly as well.”  As of April 1, 2019, Platform members include (listed by geographic regions):


  • Baldwin Risk Partners – Tampa, FL
  • Deeley Insurance – Willards, MD
  • Gannon Associates – Towanda, PA
  • Huntington Bank – Columbus, OH
  • Knight Insurance – Toledo, OH
  • Lighthouse Group – Grand Rapids, MI
  • One Group NY – Syracuse, NY
  • PSA Financial – Hunt Valley, MD
  • Rogers & Gray – Kingston, MA
  • Simkiss & Block – Paoli, PA
  • Sterling Insurance – Sterling Heights, MI
  • Telamon Insurance – Westwood, MA


  • Hausmann-Johnson – Madison, WI
  • Highpoint Insurance – Friendswood, TX
  • Hotchkiss Insurance – Houston, TX
  • Insgroup – Houston, TX
  • Johnson Financial – Racine, WI
  • LA Companies – Baton Rouge, LA
  • Querbes & Nelson – Shreveport, LA
  • The Harry A. Koch Co. – Omaha, NE
  • The Plexus Groupe - Deer Park, IL
  • TrueNorth Companies – Cedar Rapids, IA

Mountain & Pacific:

  • CCIG Insurance – Greenwood, CO
  • Morris & Garritano – San Luis Obispo, CA
  • SullivanCurtisMonroe – Pasadena, CA


Strategic Partners

Also key to launching the Platform was the investment by our Strategic Partners.  These firms are not only investing in the Platform – but they’re investing in the success of our membership.  As of April 1, 2019, our Strategic Partners include:

Learn More

FIRST-1 PATRA1 RiskMatch v2
ThinkHR-1 Indio


Vertafore, Inc., RiskMatch, Indio Technologies, Inc., FIRST Insurance Funding, Patra Corp, and ThinkHR are involved with the Connect Platform but are not affiliates of Marsh, Berry & Company. Inc.


Think Differently

With more than 30 years’ experience working with the insurance distribution channel, MarshBerry’s expertise shows in the numbers.

CON Connect 2019 Stats_-1

Want to find out how your firm can be a part of our Connect Peer Exchange Network or a member of our Connect Platform?

Contact Us Today!


*National average has been estimated by MarshBerry and represents approximately 50% of the average growth rate of subscribers to MarshBerry’s  proprietary financial management system Perspectives for High Performance (“PHP”). 


Upcoming Events

Fall 2019 Connect Summit, Sep. 24 - 26, 2019

Hilton St. Louis at the Ballpark, St. Louis, MO

Register Now!

Spring 2020 Connect Summit, April 21 - 23, 2020

Miami, FL

Registration Coming Soon

Fall 2020 Connect Summit, September 22 - 24, 2020

Scottsdale, AZ

Registration Coming Soon


Connect with MarshBerry

MarshBerry Connect membership is for brokers who believe in learning from the successes of leaders who have gone before them. The ability to test out a course of action through others’ experiences allows you to focus on what is most important: the strategies that have the greatest likelihood of success. Interested in becoming a member?

Apply Today