In June of this year, MarshBerry launched its 30th Annual Market & Financial Outlook Survey in conjunction with Insurance Journal.  

The survey compiled anonymous general independent agency information on financial performance, market dynamics, and technology, with MarshBerry's proprietary financial management system Perspectives for High Performance (“PHP”) data.  

Findings show:

  • We anticipate positive growth rates based on a relatively good economic and employment outlook. However, we do not expect growth rates in 2016 to exceed 2015 results. Overcapacity and a more competitive rate environment will cause further softening in the market.
  • Attracting, acquiring, and retaining talent is the number one challenge facing the industry given the aging population, new regulations, as well as increasing competition.  
  • Top Executives are anticipating the current rate environment will negatively impact organic growth. 
  • Intense deal activity has left a large gap in the supply of high quality, independently held agencies, opening up an opportunity for agencies to reinvest and become a top firm thus increasing their value, regardless of whether the plan is to perpetuate through a structured internal sale or an external sale.



The complete report offers industry insight on:

  • External Factors:  Economy & Market Dynamics
  • Growth
  • Expense Management & Profit
  • Operations & Productivity
  • Merger & Acquisition and Perpetuation Readiness

The complete survey enables independent insurance agencies to highlight key agent and broker performance trends from 2007–2015 with results segmented by revenue size and region, where appropriate. 

The full report is available for purchase for $399 by clicking the "Buy Now" button.  You will be redirected to the MarshBerry PayPal site where you can follow the prompts and complete your transaction.