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Think MarshBerry
YOUR TRUSTED ADVISOR IN THE INSURANCE BROKERAGE & WEALTH MANAGEMENT INDUSTRIES
Learn, Improve, and Realize
YOUR FIRM’S FULLEST POTENTIAL
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* FirstChoice: More than an aggregation network
MarshBerry Acquires IMAS Corporate Finance
Expanding MarshBerry’s global reach by acquiring leading U.K. M&A operation.
Read the full press release.
For all Stages of Ownership – Think MarshBerry
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Recent Acquisition Transactions
Explore MarshBerry Transactions Explore Industry Transactions
Previous Next
September 2023 iCap
Leonard Green & Partners, L.P. has invested in Hub International Limited
MarshBerry served as a transaction advisor to Hub International Limited
Toggle Transaction Details September 2023
Leonard Green & Partners, L.P. has invested in Hub International Limited
MarshBerry served as a transaction advisor to Hub International Limited
Leonard Green & Partners, L.P. Hub International Limited September 2023 Buyer:
Leonard Green & Partners, L.P. Seller: Hub International Limited Closed Date:
September 14, 2023 Media: Goto PR Newswire MarshBerry Advisory Role: MarshBerry
served as a transaction advisor to Hub International Limited
September 2023 Acquisition
One80 Intermediaries, LLC has acquired Euclid Enviant, LLC
MarshBerry served as the financial advisor to Euclid Insurance Services
Toggle Transaction Details September 2023
One80 Intermediaries, LLC has acquired Euclid Enviant, LLC
MarshBerry served as the financial advisor to Euclid Insurance Services
One80 Intermediaries, LLC has acquired Euclid Enviant, LLC Buyer: One80
Intermediaries, LLC Seller: Euclid Insurance Services # of Employees: 120 Closed
Date: 09/01/23 MarshBerry Advisory Role: MarshBerry served as the financial
advisor to Euclid Insurance Services
September 2023 Acquisition
Simplicity Group has acquired Hancock Brokerage
MarshBerry served as the financial advisor to Hancock Brokerage
Toggle Transaction Details 09/07/23
Simplicity Group has acquired Hancock Brokerage
MarshBerry served as the financial advisor to Hancock Brokerage
Simplicity Group has acquired Hancock Brokerage Buyer: Simplicity Group Seller:
Hancock Brokerage # of Employees: 10 Closed Date: 09/01/23 Location: Louisiana
MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hancock
Brokerage
August 2023 Acquisition
Marsh & McLennan Agency, LLC has acquired The Graham Company
MarshBerry served as the financial advisor to The Graham Company
Toggle Transaction Details August 2023
Marsh & McLennan Agency, LLC has acquired The Graham Company
MarshBerry served as the financial advisor to The Graham Company
Marsh & McLennan Agency, LLC has acquired The Graham Company Buyer: Marsh &
McLennan Agency, LLC Seller: The Graham Company Firm Type: Insurance and
employee benefits broker # of Employees: 200 Closed Date: 08/01/2023 Location:
Pennsylvania Media: Learn More MarshBerry Advisory Role: MarshBerry served as
the financial advisor to The Graham Company
July 2023 Acquisition
Evertree Insurance Group has acquired The Banks Agency, Inc.
MarshBerry served as the financial advisor to Evertree Insurance Group
Toggle Transaction Details July 2023
Evertree Insurance Group has acquired The Banks Agency, Inc.
MarshBerry served as the financial advisor to Evertree Insurance Group
Evertree Insurance Group has acquired The Banks Agency, Inc. Buyer: Evertree
Insurance Group Seller: The Banks Agency, Inc. # of Employees: 4 Closed Date:
7/7/2023 Location: Colorado Media: Learn More MarshBerry Advisory Role:
MarshBerry served as the financial advisor to Evertree Insurance Group
July 2023 Acquisition
C3 Risk & Insurance Services has acquired Private Management Insurance Agency
MarshBerry served as the financial advisor to C3 Risk & Insurance Services
Toggle Transaction Details July 2023
C3 Risk & Insurance Services has acquired Private Management Insurance Agency
MarshBerry served as the financial advisor to C3 Risk & Insurance Services
C3 Risk & Insurance Services has acquired Private Management Insurance Agency
Buyer: C3 Risk & Insurance Services Seller: Private Management Insurance Agency
Closed Date: 7/20/2023 MarshBerry Advisory Role: MarshBerry served as the
financial advisor to C3 Risk & Insurance Services
July 2023 Acquisition
C3 Risk & Insurance Services has acquired Clark Insurance Agency
MarshBerry served as the financial advisor to C3 Risk & Insurance Services
Toggle Transaction Details July 2023
C3 Risk & Insurance Services has acquired Clark Insurance Agency
MarshBerry served as the financial advisor to C3 Risk & Insurance Services
C3 Risk & Insurance Services has acquired Clark Insurance Agency Buyer: C3 Risk
& Insurance Services Seller: Clark Insurance Agency # of Employees: 50 Closed
Date: 07/20/2023 MarshBerry Advisory Role: MarshBerry served as the financial
advisor to C3 Risk & Insurance Services
July 2023 Acquisition
Evertree Insurance Group has acquired Alliance Insurance Services
MarshBerry served as the financial advisor to Evertree Insurance Group
Toggle Transaction Details July 2023
Evertree Insurance Group has acquired Alliance Insurance Services
MarshBerry served as the financial advisor to Evertree Insurance Group
Evertree Insurance Group has acquired Alliance Insurance Services Buyer:
Evertree Insurance Group Seller: Alliance Insurance Services # of Employees: 10
Closed Date: 7/7/2023 Location: Colorado Media: Learn More MarshBerry Advisory
Role: MarshBerry served as the financial advisor to Evertree Insurance Group
July 2023 Acquisition
Evertree Insurance Group has acquired 1st American Insurance
MarshBerry served as the financial advisor to Evertree Insurance Group
Toggle Transaction Details July 2023
Evertree Insurance Group has acquired 1st American Insurance
MarshBerry served as the financial advisor to Evertree Insurance Group
Evertree Insurance Group has acquired 1st American Insurance Buyer: Evertree
Insurance Group Seller: 1st American Insurance # of Employees: 25 Closed Date:
7/7/2023 Location: Colorado Media: Learn More MarshBerry Advisory Role:
MarshBerry served as the financial advisor to Evertree Insurance Group
July 2023 Acquisition
Evertree Insurance Group has acquired Alex Johnson Insurance Agency Inc.
MarshBerry served as the financial advisor to Evertree Insurance Group
Toggle Transaction Details July 2023
Evertree Insurance Group has acquired Alex Johnson Insurance Agency Inc.
MarshBerry served as the financial advisor to Evertree Insurance Group
Evertree Insurance Group has acquired Alex Johnson Insurance Agency Inc. Buyer:
Evertree Insurance Group Seller: Alex Johnson Insurance Agency Inc. # of
Employees: 3 Closed Date: 07/01/2023 Location: Virginia Media: Learn More
MarshBerry Advisory Role: MarshBerry served as the financial advisor to Evertree
Insurance Group
July 2023 Acquisition
Alkeme Insurance has acquired Milestone Company
MarshBerry served as the financial advisor to Alkeme Insurance
Toggle Transaction Details July 2023
Alkeme Insurance has acquired Milestone Company
MarshBerry served as the financial advisor to Alkeme Insurance
Alkeme Insurance has acquired Milestone Company Buyer: Alkeme Insurance Seller:
Milestone Company # of Employees: 50 Closed Date: 07/01/2023 Location: Ohio
Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial
advisor to Alkeme Insurance
July 2023 Acquisition
Evertree Insurance Group has acquired State of Art Insurance Agency
MarshBerry served as the financial advisor to Evertree Insurance Group
Toggle Transaction Details July 2023
Evertree Insurance Group has acquired State of Art Insurance Agency
MarshBerry served as the financial advisor to Evertree Insurance Group
Evertree Insurance Group has acquired State of Art Insurance Agency Buyer:
Evertree Insurance Group Seller: State of Art Insurance Agency Closed Date:
07/01/2023 Location: Washington DC MarshBerry Advisory Role: MarshBerry served
as the financial advisor to Evertree Insurance Group
June 2023 Acquisition
RSC Insurance Brokerage, Inc. has acquired First Insurance Group
MarshBerry served as the financial advisor to First Insurance Group
Toggle Transaction Details June 2023
RSC Insurance Brokerage, Inc. has acquired First Insurance Group
MarshBerry served as the financial advisor to First Insurance Group
RSC Insurance Brokerage, Inc. has acquired First Insurance Group Buyer: RSC
Insurance Brokerage, Inc. Seller: First Insurance Group # of Employees: 84
Closed Date: 06/30/23 Location: Ohio MarshBerry Advisory Role: MarshBerry served
as the financial advisor to First Insurance Group
June 2023 Acquisition
Novatae Risk Group has acquired Far East Insurance Marketing, Inc.
MarshBerry served as the financial advisor to Far East Insurance Marketing, Inc.
Toggle Transaction Details June 2023
Novatae Risk Group has acquired Far East Insurance Marketing, Inc.
MarshBerry served as the financial advisor to Far East Insurance Marketing, Inc.
Novatae Risk Group has acquired Far East Insurance Marketing, Inc. Buyer:
Novatae Risk Group Seller: Far East Insurance Marketing, Inc. Firm Type:
Wholesale # of Employees: 3 Closed Date: 06/30/23 Location: California Media:
Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor
to Far East Insurance Marketing, Inc.
June 2023 Acquisition
RSC Insurance Brokerage, Inc. has acquired EbenConcepts Company
MarshBerry served as the financial advisor to EbenConcepts Company
Toggle Transaction Details June 2023
RSC Insurance Brokerage, Inc. has acquired EbenConcepts Company
MarshBerry served as the financial advisor to EbenConcepts Company
RSC Insurance Brokerage, Inc. has acquired EbenConcepts Company Buyer: RSC
Insurance Brokerage, Inc. Seller: EbenConcepts Company MarshBerry Advisory
Role: MarshBerry served as the financial advisor to EbenConcepts Company
June 2023 Acquisition
RSC Insurance Brokerage, Inc. has acquired Orchestrate HR, Inc
MarshBerry served as the financial advisor to Orchestrate HR, Inc.
Toggle Transaction Details June 2023
RSC Insurance Brokerage, Inc. has acquired Orchestrate HR, Inc
MarshBerry served as the financial advisor to Orchestrate HR, Inc.
RSC Insurance Brokerage, Inc. has acquired Orchestrate HR, Inc. Buyer: RSC
Insurance Brokerage, Inc. Seller: OrchestrateHR, Inc. Closed Date: 06/16/2023
MarshBerry Advisory Role: MarshBerry served as the financial advisor to
Orchestrate HR, Inc.
June 2023 Acquisition
King Insurance Partners has acquired Pavese-McCormick Agency, Inc.
MarshBerry served as the financial advisor to King Insurance Partners
Toggle Transaction Details June 2023
King Insurance Partners has acquired Pavese-McCormick Agency, Inc.
MarshBerry served as the financial advisor to King Insurance Partners
King Insurance Partners has acquired Pavese-McCormick Agency, Inc. Buyer: King
Insurance Partners Seller: Pavese-McCormick Agency, Inc. Closed Date: 06/15/23
Location: New Jersey MarshBerry Advisory Role: MarshBerry served as the
financial advisor to King Insurance Partners
June 2023 Acquisition
Hub International Limited has acquired Johnston Lewis Associates, Inc.
MarshBerry served as the financial advisor to Hub International Limited
Toggle Transaction Details June 2023
Hub International Limited has acquired Johnston Lewis Associates, Inc.
MarshBerry served as the financial advisor to Hub International Limited
Hub International Limited has acquired Johnston Lewis Associates, Inc. Buyer:
Hub International Limited Seller: Johnston Lewis Associates, Inc. # of
Employees: 34 Closed Date: 06/01/2023 Location: Michigan Media: Learn More
MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hub
International Limited
June 2023 Acquisition
Hub International Limited has acquired Custom Results Corporate Consulting, LLC
MarshBerry served as the financial advisor to Hub International Limited
Toggle Transaction Details June 2023
Hub International Limited has acquired Custom Results Corporate Consulting, LLC
MarshBerry served as the financial advisor to Hub International Limited
Hub International Limited has acquired Custom Results Corporate Consulting, LLC
Buyer: Hub International Limited Seller: Custom Results Corporate Consulting,
LLC # of Employees: 3 Closed Date: 06/01/2023 Location: Michigan Media: Learn
More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hub
International Limited
June 2023 Acquisition
Hub International Limited has acquired the Life and Health assets of Ibex
Enterprises, Inc.
MarshBerry served as the financial advisor to Hub International Limited
Toggle Transaction Details June 2023
Hub International Limited has acquired the Life and Health assets of Ibex
Enterprises, Inc.
MarshBerry served as the financial advisor to Hub International Limited
Hub International Limited has acquired the Life and Health assets of Ibex
Enterprises, Inc. Buyer: Hub International Limited Seller: Ibex Enterprises,
Inc. # of Employees: 3 Closed Date: 06/01/2023 Media: Learn More MarshBerry
Advisory Role: MarshBerry served as the financial advisor to Hub International
Limited
Proof is in the Numbers
#1 M&A SELL SIDE ADVISOR WITH 1,100+ TOTAL TRANSACTIONS ADVISED (2009-2022)
View More
2012-2022
$24
B
In advised transaction value
View More
SINCE 1995
770
+
M&A Top 100 Transactions
View More
25
%
of Total Advised & Tracked M&A Deal Flow
View More
25
%
of Total Advised & Tracked M&A Deal Flow
View More
1200
+
Firms providing data for benchmarking
View More
1200
+
Firms providing data for benchmarking
SINCE 2004
515
+
Diagnostic and confirmatory due diligence projects
View More
SINCE 2008
240
+
Benefit Agency Transactions
Explore Market Segments
Based on maximum earn out value for deals closed; MarshBerry advised deals
through 12/31/2022.
As identified by the 100 largest brokers of U.S. business as identified by
Business Insurance.
These totals include certain transactions completed by Marsh, Berry & Company,
LLC. professionals while employed at another firm, whereby substantially all of
the assets were acquired by Marsh, Berry & Company, LLC. Total completed buy
side and sell side transactions in the United States as reported by S&P Global
Market Intelligence (1999 -2022).
Services representing more than $58B in premium volume. There may be some
duplication in the number of firms counted as certain firms subscribe to and/or
provide data for multiple benchmarking services.
Represents more than $4.1B of transaction value since 2008. Transaction value
based on realistic earn out value for deals closed 1/1/2008 through 12/31/2022
in which MarshBerry was the advisor.
Today's ViewPoint
Get the latest insurance brokerage and wealth & retirement plan advisory trends
and insights to help you navigate the complexities of advancing your firm at
every stage of ownership.
Subscribe Now
August 31, 2023
BANK-OWNED INSURANCE MAY SOON BECOME OBSOLETE
In the late 1990’s, the Barnett Bank case1 (1996) and Gramm-Leach-Bliley Act2
(1999) opened the flood gates of bank attempts to drive fee-based income by
cross-selling insurance to their banking
August 29, 2023
THE RISKS OF HANDSHAKE AGREEMENTS IN INSURANCE BROKERAGE
Referral agreements based on a handshake (or verbal contracts, or anything
informal) are quite common in the insurance broker industry. Many brokers don’t
see the point of taking the time and
August 22, 2023
CALIFORNIA PERSONAL LINES AND ITS IMPACT ON THE INDEPENDENT BROKER
California continues to be mother nature’s punching bag, as a combination punch
of Tropical Storm Hilary and 5.1 magnitude earthquake both hit southern
California on August 20, 2023. Meanwhile, not
August 21, 2023
MAXIMIZING SUCCESS WITH INSURANCE CARRIERS THROUGH AGENCY NETWORK COLLABORATION
Joining the right agency network has many benefits – including gaining access to
top national and regional insurance carriers for unlocking direct carrier
appointments. This is especially helpful
October 10, 2023
INTERNAL PERPETUATION PLANNING: ENSURING THE LONGEVITY OF YOUR BUSINESS LEGACY
Perpetuation, in the context of business planning, is often misunderstood and
underestimated. It’s a term that carries both positive and negative
connotations, rooted in the Latin word
October 5, 2023
PREVENT DYSFUNCTIONAL PARTNERSHIPS WITH BETTER STRATEGIES
Insurance brokerages often have ownership structures with multiple partners,
including family-owned operations and multi-generational leadership. While
having multiple partners can bring a variety of
October 3, 2023
TOP FIVE WAYS TO BUILD OPPORTUNITIES IN A HARD MARKET
Business is tough right now, but there’s a lot you can do to get ready for a
shift to more favorable conditions. Insurance agencies should start to prepare
today since many strategies take time to
October 3, 2023
THE CRUCIAL ROLE OF LEADERSHIP IN THE INSURANCE INDUSTRY
Why is leadership important? In the insurance brokerage industry, the
cultivation of future leaders is vital for the long-term sustainability of an
organization. Insurance brokerages often rely
September 28, 2023
TOP REASONS TO DO A PERIODIC FIRM VALUATION
You probably know the value of many things in life. Most homeowners know the
potential value of their home and many investors check the performance of their
retirement portfolio daily. But what about
September 28, 2023
THE SECRETS TO UNLOCKING GROWTH IN WEALTH ADVISORY
Referrals, new business from clients, and business development remain the top
three contributors for growth in wealth firms. But other strategies are worth a
second glance. Are you doing all you can
September 26, 2023
MARSHBERRY’S CONNECT SUMMIT: CHALLENGING THE STATUS QUO
At MarshBerry’s Connect Summit, leaders dove into transformative discussions
about charting their path, cultivating growth, enhancing performance, gaining
valuable insights on sales strategies,
September 21, 2023
M&A DEALS FOR WEALTH ADVISORY FIRMS DIPS IN AUGUST
With 21 announced wealth advisory merger and acquisition (M&A) transactions,
August 2023 brings the year-to-date (YTD) total deal count up to 183.1 August
experienced a slight dip from July’s
September 20, 2023
TOP 100 INSURANCE BROKERS LIST: HOW CAN FIRMS BREAK INTO THE BOTTOM 50?
Business Insurance recently published their annual report on the Top 100
Insurance Brokers, ranked by revenue, for 2022. MarshBerry’s Scott Kegler,
Senior Vice President, and Tommy McDonald,
September 19, 2023
POSITION YOUR INSURANCE BROKERAGE FOR GROWTH IN ANY MARKET
As the current market navigates through the economic cycle, many economists are
predicting that the U.S. will sidestep a recession. However, the U.S. is still
considered within the “contraction”
September 18, 2023
THE BEST INSURANCE M&A PARTNERSHIPS START WITH A STRATEGIC PLAN
Maybe it was the heat of the summer or the usual peak of family vacations, but
insurance brokerage mergers & acquisitions (M&A) activity in August took a nap,
delivering only 24 announced
September 14, 2023
THE IMPORTANCE OF OWNING CLAIMS DATA FOR DELEGATED AUTHORITY FIRMS
How important is data to what you do? This is a simple question nearly every
delegated underwriting authority firm, such as Managing General Agents (MGAs),
will have the same reply to:
September 12, 2023
SIX KEYS TO BUILDING A VALUABLE FINANCE & INSURANCE FIRM
F&I firms, or Finance and Insurance firms, specialize in providing finance and
insurance-related products, such as vehicle service contracts, to car
dealerships. For many owners of F&I firms,
September 7, 2023
RIA FIRMS DELIVER POSITIVE RESULTS IN Q2 2023
In the Q2 earnings calls, four of the top wealth advisory firms communicated
strong earnings and optimism about the outlook for the rest of 2023. In light of
improved market conditions, firms remain
September 6, 2023
TREAT CARRIERS AS PARTNERS, NOT VENDORS
During challenging market times, how you work with your existing carriers can
provide invaluable benefits in navigating individual carrier actions and
business practices. Insurance brokers and
September 5, 2023
SUCCESSFUL TALENT ACQUISITION BEGINS WITH GOOD TALENT MANAGEMENT
A company’s success hinges on the caliber of its workforce. Are you recruiting
when you should be developing current talent? Here’s how to shift to a more
holistic and long-term perspective
August 31, 2023
BANK-OWNED INSURANCE MAY SOON BECOME OBSOLETE
In the late 1990’s, the Barnett Bank case1 (1996) and Gramm-Leach-Bliley Act2
(1999) opened the flood gates of bank attempts to drive fee-based income by
cross-selling insurance to their banking
August 29, 2023
THE RISKS OF HANDSHAKE AGREEMENTS IN INSURANCE BROKERAGE
Referral agreements based on a handshake (or verbal contracts, or anything
informal) are quite common in the insurance broker industry. Many brokers don’t
see the point of taking the time and
August 22, 2023
CALIFORNIA PERSONAL LINES AND ITS IMPACT ON THE INDEPENDENT BROKER
California continues to be mother nature’s punching bag, as a combination punch
of Tropical Storm Hilary and 5.1 magnitude earthquake both hit southern
California on August 20, 2023. Meanwhile, not
August 21, 2023
MAXIMIZING SUCCESS WITH INSURANCE CARRIERS THROUGH AGENCY NETWORK COLLABORATION
Joining the right agency network has many benefits – including gaining access to
top national and regional insurance carriers for unlocking direct carrier
appointments. This is especially helpful
October 10, 2023
INTERNAL PERPETUATION PLANNING: ENSURING THE LONGEVITY OF YOUR BUSINESS LEGACY
Perpetuation, in the context of business planning, is often misunderstood and
underestimated. It’s a term that carries both positive and negative
connotations, rooted in the Latin word
October 5, 2023
PREVENT DYSFUNCTIONAL PARTNERSHIPS WITH BETTER STRATEGIES
Insurance brokerages often have ownership structures with multiple partners,
including family-owned operations and multi-generational leadership. While
having multiple partners can bring a variety of
October 3, 2023
TOP FIVE WAYS TO BUILD OPPORTUNITIES IN A HARD MARKET
Business is tough right now, but there’s a lot you can do to get ready for a
shift to more favorable conditions. Insurance agencies should start to prepare
today since many strategies take time to
October 3, 2023
THE CRUCIAL ROLE OF LEADERSHIP IN THE INSURANCE INDUSTRY
Why is leadership important? In the insurance brokerage industry, the
cultivation of future leaders is vital for the long-term sustainability of an
organization. Insurance brokerages often rely
September 28, 2023
TOP REASONS TO DO A PERIODIC FIRM VALUATION
You probably know the value of many things in life. Most homeowners know the
potential value of their home and many investors check the performance of their
retirement portfolio daily. But what about
September 28, 2023
THE SECRETS TO UNLOCKING GROWTH IN WEALTH ADVISORY
Referrals, new business from clients, and business development remain the top
three contributors for growth in wealth firms. But other strategies are worth a
second glance. Are you doing all you can
September 26, 2023
MARSHBERRY’S CONNECT SUMMIT: CHALLENGING THE STATUS QUO
At MarshBerry’s Connect Summit, leaders dove into transformative discussions
about charting their path, cultivating growth, enhancing performance, gaining
valuable insights on sales strategies,
September 21, 2023
M&A DEALS FOR WEALTH ADVISORY FIRMS DIPS IN AUGUST
With 21 announced wealth advisory merger and acquisition (M&A) transactions,
August 2023 brings the year-to-date (YTD) total deal count up to 183.1 August
experienced a slight dip from July’s
September 20, 2023
TOP 100 INSURANCE BROKERS LIST: HOW CAN FIRMS BREAK INTO THE BOTTOM 50?
Business Insurance recently published their annual report on the Top 100
Insurance Brokers, ranked by revenue, for 2022. MarshBerry’s Scott Kegler,
Senior Vice President, and Tommy McDonald,
September 19, 2023
POSITION YOUR INSURANCE BROKERAGE FOR GROWTH IN ANY MARKET
As the current market navigates through the economic cycle, many economists are
predicting that the U.S. will sidestep a recession. However, the U.S. is still
considered within the “contraction”
September 18, 2023
THE BEST INSURANCE M&A PARTNERSHIPS START WITH A STRATEGIC PLAN
Maybe it was the heat of the summer or the usual peak of family vacations, but
insurance brokerage mergers & acquisitions (M&A) activity in August took a nap,
delivering only 24 announced
September 14, 2023
THE IMPORTANCE OF OWNING CLAIMS DATA FOR DELEGATED AUTHORITY FIRMS
How important is data to what you do? This is a simple question nearly every
delegated underwriting authority firm, such as Managing General Agents (MGAs),
will have the same reply to:
September 12, 2023
SIX KEYS TO BUILDING A VALUABLE FINANCE & INSURANCE FIRM
F&I firms, or Finance and Insurance firms, specialize in providing finance and
insurance-related products, such as vehicle service contracts, to car
dealerships. For many owners of F&I firms,
September 7, 2023
RIA FIRMS DELIVER POSITIVE RESULTS IN Q2 2023
In the Q2 earnings calls, four of the top wealth advisory firms communicated
strong earnings and optimism about the outlook for the rest of 2023. In light of
improved market conditions, firms remain
September 6, 2023
TREAT CARRIERS AS PARTNERS, NOT VENDORS
During challenging market times, how you work with your existing carriers can
provide invaluable benefits in navigating individual carrier actions and
business practices. Insurance brokers and
September 5, 2023
SUCCESSFUL TALENT ACQUISITION BEGINS WITH GOOD TALENT MANAGEMENT
A company’s success hinges on the caliber of its workforce. Are you recruiting
when you should be developing current talent? Here’s how to shift to a more
holistic and long-term perspective
August 31, 2023
BANK-OWNED INSURANCE MAY SOON BECOME OBSOLETE
In the late 1990’s, the Barnett Bank case1 (1996) and Gramm-Leach-Bliley Act2
(1999) opened the flood gates of bank attempts to drive fee-based income by
cross-selling insurance to their banking
August 29, 2023
THE RISKS OF HANDSHAKE AGREEMENTS IN INSURANCE BROKERAGE
Referral agreements based on a handshake (or verbal contracts, or anything
informal) are quite common in the insurance broker industry. Many brokers don’t
see the point of taking the time and
August 22, 2023
CALIFORNIA PERSONAL LINES AND ITS IMPACT ON THE INDEPENDENT BROKER
California continues to be mother nature’s punching bag, as a combination punch
of Tropical Storm Hilary and 5.1 magnitude earthquake both hit southern
California on August 20, 2023. Meanwhile, not
August 21, 2023
MAXIMIZING SUCCESS WITH INSURANCE CARRIERS THROUGH AGENCY NETWORK COLLABORATION
Joining the right agency network has many benefits – including gaining access to
top national and regional insurance carriers for unlocking direct carrier
appointments. This is especially helpful
Previous Next
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