Strategic Partners

Our clients have found value in working with the Strategic Partners below. We invite you to learn more about their services and how they can help you achieve your objectives for this year and beyond.

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Strategic Partners

FIRST-1

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.

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PATRA1

PATRA

Patra powers insurance processing by leveraging people and technology, supporting insurance organizations as they sell, deliver and manage policies and customers. Patra’s team of global experts allow brokers, MGAs, wholesalers and carriers to capture the Patra Advantage – profitable growth and organizational value. This is accomplished through the deployment of Patra’s proprietary Insurance Process Delivery System – an integrated portfolio of outsourced services, insurance specific workflows and technology.


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RiskMatch v2

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.

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  Vertafore, Inc., RiskMatch, Inc., FIRST Insurance Funding, and Patra Corp are involved with the Connect Platform but are not affiliates of Marsh, Berry & Company. Inc.  

Upcoming Events

Fall 2020 Connect Summit, September 22 - 24, 2020

Scottsdale, AZ

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Spring 2021 Connect Summit

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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?

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