In 2016, MarshBerry launched its 31st Annual Retail Market & Financial Outlook Survey in conjunction with Insurance Journal.  

The study compiles qualitative and quantitative agency information including financial, market, carrier and technology data and incorporates MarshBerry's proprietary financial management system Perspectives for High Performance (“PHP”).  Responses are anonymized and the findings are then summarized in a State of the Industry Outlook report.

The 2017 study looks into topics such as:

  • Insights from top executives on the industry
  • Growth and profit expectations through 2017
  • External factors impacting agency performance
  • Evolution of talent acquisition
  • Creating a lean operating environment
  • Trends in mergers and acquisitions*


*Securities offered through MarshBerry Capital, Inc., Member FINRA and SIPC, and an affiliate of Marsh, Berry & Company, Inc. 28601 Chagrin Blvd., Suite 400, Woodmere, Ohio 44122 (440.354.3230). Except where otherwise indicated, the information provided is based on matters as they exist as of the date of preparation. Past performance is not necessarily indicative of future results and individual results may vary.


The complete study enables independent insurance agencies to highlight key agent and broker performance trends from 2007–2016 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.