MarshBerry has launched its 33rd Annual Retail Market & Financial Outlook Report 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 Market & Financial Outlooks looks into topics such as:

  • Economic Outlook
  • Growth
  • Expense Management & Profit
  • Operations & Productivity
  • Talent Acquisition
  • Merger & Acquisition Review*


*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 2007–2018 with results segmented by revenue size and region, where appropriate. 

The full report is available for purchase for $425 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.