Our peer-to-peer exchange network provides executive-level idea sharing and industry-specific proprietary benchmarking, information and technology that drive consistent and predictable organic growth. Our analytics prove it.


Twice a year, more than 130+ firms amassing a combined revenue of $1.9 billion2 come together to maximize their organization’s value. MarshBerry Connect is a community of success-minded leaders who are committed to learning from one another and exploring new strategies to drive results.

Each semiannual summit features:

  • Live executive networking & exchange
  • Strategic Issues Groups (SIGs) – your board of peer advisors
  • State of the Industry, keynote presentations, and educational breakouts

Additional consulting guidance is offered through our monthly MarshBerry University series. Each month, MarshBerry Connect clients can hear firsthand from industry experts on current best practices.


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 through sharing of data through our Perspectives for High Performance (PHP) database, ongoing communication with peers, and incorporation of the resources below into action plans.

Transform your agency using:

  • Over 30 years of MarshBerry’s proprietary financial benchmarking data, PHP
  • MarshBerry’s industry-specific solutions including our magazine, CounterPoint
  • The MarshBerry Employee Engagement Study to evaluate your culture
  • MarshBerry’s member-exclusive library, ResourceHub


The opportunity to meet new people, ignite new ideas, and leave with an action plan can help your firm out-perform, out-earn, and outlast the competition. Whether your goal is to double in size or maximize profitability, there are MarshBerry Connect members who have the same objectives you do.

From current members1:

“The camaraderie amongst this group is strong. Everybody is sincerely interested in helping the other member firms succeed.”

“I am impressed with the MarshBerry leadership and open discussions in our SIG.”

“Very informative surrounding current issues ours and most brokers are facing.”

“The insight MarshBerry brings to these meetings based upon their broad based experience with the industry is really valuable to me.”

  • 6x organic growth in average MarshBerry Connect firms vs. market average2
  • 25% higher EBITDA in average MarshBerry Connect firms vs. market average2
  • The top 25% of brokers from 2009-2016 generated 15.2% Organic Growth versus 1.7% generated by non MarshBerry Connect members.2

1Attendee's feedback from MarshBerry Connect Summits. These testimonials may not be representative of the experience of other attendees. These testimonials are no guarantee of future performance or success. These testimonials were not paid testimonials.

2MarshBerry proprietary financial management system Perspectives for High Performance (“PHP”).

Upcoming Events

Spring 2021 Connect Summit

April 26-30, 2021

Fall 2021 Connect Summit

September 21-23, 2021
JW Marriott Tucson Starr Pass Resort & Spa
Tuscon, AZ

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