Why MarshBerry Connect?
Maximize resources and experience in a network built to help you grow.
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. Whether your goal is to double in size every five years or maximize profitability, you will meet Connect members who share the same objectives.
MarshBerry Connect members talk year-round and connect in person twice a year at MarshBerry Connect summits.
One of the most carefully vetted characteristics of MarshBerry Connect members is their willingness to be open and honest in sharing successes and failures. Transparency is maximized by sharing data through our Perspectives for High Performance (PHP) database, ongoing communication with peers, and turning resources into action plans.
The top quartile of firms in the MarshBerry Connect membership achieved 15.2% organic growth vs. 1.7% achieved by non-member firms through 2017.
Our Strategic Partners
First Insurance FundingFIRST Insurance Funding is a wholly owned subsidiary of Wintrust Financial Corporation (Wintrust) - a publicly traded, diversified, financial services company with assets totaling more than $18 billion (NASDAQ: WTFC). Based in Lake Forest, IL., Wintrust provides traditional community banking services, wealth management services, commercial premium financing, mortgage origination, short-term accounts receivable financing, and certain administrative services, such as data processing of payrolls, billing, and treasury management services.
RiskMatchVertafore provides software solutions for independent insurance agencies and brokers, MGAs, and carriers that help them better manage their businesses and processes to grow revenue and be more profitable. Insurance is all about relationships, and we believe technology should make those relationships even stronger. Our mission is to transform the way the industry operates by putting people at the heart of insurance technology.
CalSurance is a specialty insurance broker and program administrator focusing on E&O insurance lines for the Financial Institution and Services industry space for nearly 60 years. Along with its sister companies, CITA Insurance Services (an exclusive E&O market MGA for Insurance Agency E&O) and Lancer Claim Services (an E&O focused TPA Claims Administrator for Financial Institutions), the CalSurance mantra is to provide
Spring 2020 Connect Summit, April 21 - 23, 2020
Registration Coming Soon
Fall 2020 Connect Summit, September 22 - 24, 2020
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?