MarshBerry

We were honored to partner with Oak Street Funding (@OSFunding) and Catchlight (@CatchlightAI) as sponsors of the inaugural MarshBerry Ascend Summit! Marsh, Berry & Co., LLC and its affiliates are not affiliated with any sponsors of this event.

Thank you to our guests, guest speakers, sponsors, and colleagues for a phenomenal MarshBerry Ascend Summit! This inaugural and sold-out event brought wealth leaders together for visionary perspectives, industry thought leadership, and top-tier networking.

We’re proud to recognize ACCEL Compliance and Azur Technology, sponsors of the 10th Annual MarshBerry Peak Performance Summit! Marsh, Berry & Co., LLC and its affiliates are not affiliated with any sponsors of this event.

Thank you to our guests, guest speakers, sponsors, and colleagues for an exceptional – and sold-out – 10th Annual Peak Performance Summit! Two days of powerful conversations, industry insights, and unparalleled networking brought specialty leaders together for an exclusive view of the forces shaping insurance distribution.

Dan Hickey, President – AmTrust Specialty Insurance, @AmTrustInsured, and Kevin Gallagher, SVP, Managing General Agents, @IntactSpecialty, discussed these challenges and opportunities at the 10th Annual Peak Performance Summit. The key takeaways? There are critical best practices and disciplined processes for maintaining strong MGA/carrier partnerships – and relationships and behaviors can either strengthen or jeopardize their long-term support. Thanks to Gerard Vecchio, MarshBerry Managing Director and Specialty Practice Co-Head, for moderating.

Tobias Milchereit, MarshBerry Director, led a panel on real-world examples of technology as value creation during the 10th Annual MarshBerry Peak Performance Summit. Michelle Bothe, CEO, Faroe and Finsure Consulting, Tim Attia (@tattia), CEO & Founder, @SliceLabs, and @ZaydEnam, Founder, Enam, Inc. explored how firms are harnessing digital tools to enhance underwriting precision, streamline operations, and scale profitability.

Gerard Vecchio, MarshBerry Managing Director & Specialty Practice Co-Head, unpacked the forces shaping Excess & Surplus market resilience at the 10th Annual MarshBerry Peak Performance Summit – from current market trends and reserving dynamics to capital flows and underwriting discipline. Gerard also highlighted how innovation is shaping profitability and how intermediaries, carriers, and brokers are adapting to evolving risks.

We’re thrilled to welcome over 140 guests from more than 100 firms to the sold-out, 10th Annual MarshBerry Peak Performance Summit in Park City, Utah! Over the next two days, specialty intermediaries and insurance carriers will gain an in-depth view of the insurance distribution landscape – including key market dynamics, how to leverage technology, and the importance of specialty firms in driving premium growth and profitability.

Thank you to attendees, guest presenters, sponsors, and staff for an incredible 20th Annual MarshBerry Impact Summit! Insurance brokerage executives spent an action-packed event networking with industry leaders and learning practical strategies to unlock their firm’s growth potential.

MarshBerry is thrilled to host the 20th Annual Impact Summit! Tomorrow, growth-focused insurance brokerage executives gather for a powerful half-day of market data, insightful market commentary, and strategies for growth acceleration – all while building relationships, exchanging ideas, and collaborating with industry leaders.

Amid ever-changing industry technology, what does it take to measure success? At MarshBerry’s Connect Summit, Derek Burke, Agency Account Executive at @canopy_connect, shared with Jeff Pireu, FirstChoice Vice President, Strategic Partnerships, how continuous improvement goes a long way. As a MarshBerry strategic partner, Canopy Connect consistently uses client feedback to innovate and create new opportunities for firms’ business – including Connect members.

It’s no secret that for firms to prepare, they need to plan – and 2025 MAX Performer Regional Winner @StarkeAgency takes this strategic blueprint to the next level. At MarshBerry’s Connect Summit, William H. Van Hooser, Agency Principal of Starke Agency, discussed with Brooke Liu, MarshBerry Senior Vice President, how building a strong pipeline of next-generation leadership and ownership has helped their firm out-perform, out-earn, and outlast the competition.

How does MarshBerry strategic partner @ImperialPFS (IPFS) deliver more value to firms? The answer lies in their partnership with MarshBerry’s Connect executive peer exchange members. At MarshBerry’s Connect Summit, Karl Swanson, Senior Vice President of National Accounts at IPFS, shared with Jeff Pireu, FirstChoice Vice President, Strategic Partnerships, how a commitment to meaningful conversation with MarshBerry and other thought leaders has positioned IPFS as one of the industry’s best.

Thank you, FirstChoice Preferred Carriers! @AmTrustInsurance @BuildersMutual Donegal Insurance Group @GUARDInsurance @LibertyMutual @Nationwide @PennNationalIns @Travelers @UticaNational

That’s a wrap on the FirstChoice In Motion Independent Agent Member Conference! Thanks to MarshBerry and FirstChoice staff and the more than 560 members, guests, and sponsors for an impactful week of market data, industry insights, and growth strategies for success.

Joan Woodward, Executive Vice President, Public Policy, @Travelers, shares her economic and political outlook for 2026 and beyond. From the challenges faced by Congress and the White House to the Travelers Institute’s latest educational initiatives, this nonpartisan presentation is packed with data and insights.

Christine Marciano, FirstChoice Regional Vice President, shows members how to build a strategic plan that goes beyond theory to long-term success.

Diane Wagner, FirstChoice Vice President, equips members to build high-performing teams!

Thank you, FirstChoice Platinum Strategic Partners! @AdvisorHRPEO @AppliedSystems @WeAreBrightFire Cara Mod Advisor @canopy_connect Cinch Home Services Elevate Teams @EngagePEO @HawkSoft @ImperialPFS @LightspeedVoice Linchpin @Linqura @LittleDogSocial Semsee @Vertafore @WestfieldBank Zywave

In this breakout, Eric Kuhen, MarshBerry VP, takes members beyond traditional tactics for growth – with innovative approaches in data and analytics.