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 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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Patra was founded in 2005 to enable insurance agents and brokers to issue certificates faster and more efficiently. Since then, the insurance industry has changed, and so have we. We have expanded into more than 100 distinct services for retail agencies (including commercial lines, personal lines and employee benefits), MGAs, wholesalers, and carriers. We’ve also built omni-channel customer experience capabilities and provide a broad range of technology services for our customers.

Today, we’re focused on creating growth and efficiency for our partners in order to provide more value to the organization – that’s the Patra Advantage.

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RiskMatch v2


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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Gain a competitive advantage with ThinkHR: The most-trusted HR knowledge solutions platform for P&C and Benefits brokers. To stay competitive, brokers need to provide greater value beyond insurance placement and management. ThinkHR combines the best in human consulting expertise with innovative online technology to help our broker partners strengthen their client relationships, win more business and reduce risks in the workplace. Located in the San Francisco Bay Area, ThinkHR serves over 1,000 brokers nationally. We provide our expert HR knowledge and training solutions to more than 138,000 companies that employ millions of people across the nation. Innovative and growing, ThinkHR is backed by several leading investment institutions.

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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.

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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.

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Upcoming Events

Spring 2019 Connect Summit, April 9 - 11, 2019

Intercontinental Buckhead, Atlanta, GA

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Fall 2019 Connect Summit, Sep. 24 - 26, 2019

Hilton St. Louis at the Ballpark, St. Louis, MO

Registration Coming Soon


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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