Events

This is where insurance agency and broker executives make the most of their Connect memberships. Comprised of an invitation-only group of success-minded insurance executives, our semi-annual events provide opportunities to collaborate with peers, share best-in-class solutions, and learn from those who have gone before.

Fall 2019 Connect Summit, September 24 - 26, 2019

Hilton at the Ballpark, St. Louis, MO

In an industry where renewal income is a security blanket lulling us into a false sense of satisfaction with “business as usual”, it’s easy to see why we fail to act. But, intentional confrontation of “business as usual” is imperative in order to remain in control of our future.
Confront. Commit. Conquer.

Upcoming Connect Events

MarshBerry Connect is an exclusive forum for Connect members to gain an in-depth understanding of all key economic issues and topics facing the industry. With keynote presenters and peer-to-peer exchange, members leave with actionable items to strategize their toughest challenges. Membership is by invitation only. Interested in becoming a new member?

Other MarshBerry Events

MarshBerry hosts numerous events and symposiums throughout the year for everyone in the insurance distribution channel. Events range from producer training sessions to executive industry updates. Our goal is to provide those in the insurance industry with the information and tools necessary to understand the key economic issues impacting the insurance marketplace.

Past Connect Events

Members have access to free audio recordings of past events. Log onto ResourceHub to find keynote presentations and breakout sessions.

First Insurance Funding

FIRST 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.

Patra

Patra provides a variety of processing services to insurance organizations that reduce staff workload, minimize risk, and lower costs while raising productivity, increasing capacity, and ultimately boosting profitability.

RiskMatch

Vertafore 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.

ThinkHR

ThinkHR delivers agents, and their clients, an end-to-end People Risk Management (PRM) solution that helps minimize people risks and enable brokers to drive agency growth, increased cross-selling and performance across both P&C and Benefits teams. Learn more about their broker solution.

CalSurance

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 cost effective insurance solutions that reduce risk, mitigate loss, and deliver comprehensive value added solutions to its clients and business partners. All companies operate as dba’s under Brown and Brown Program Insurance Services, Inc.

Indio Technologies

Indio simplifies the insurance application process for brokers and their clients. With Indio, the process is fast, easy, and E&O free, saving agencies time and money.