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 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


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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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. 

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

Upcoming Events

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

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

Registration Coming Soon

Spring 2020 Connect Summit, April 21 - 23, 2020

Miami, FL

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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