MARSHBERRY 360

AGENDA

7:30 - 8:15 AM

Breakfast

8:15 - 8:30 AM

WELCOME AND INTRODUCTIONS;

8:30 - 9:45 AM

 

 

 

STATE OF THE INDUSTRY;

MarshBerry’s State of the Industry showcases our perspectives on the challenges and opportunities facing independently owned agents and brokers in the upcoming year.

 

9:45 - 10:00 AM

Networking Break

10:00 - 11:10 AM

 

 

 

 

 

 

 

 

 

 

THE FULL VIEW OF THE M&A MARKET;

 

ARE YOU PREPARED TO PERPETUATE?  Many firms think they’re capable of perpetuating their business to the next generation. However, they lack the infrastructure to make it happen. This session focuses on perpetuation options available and the top four items you need in place to make it happen.

 

MERGER AND ACQUISITION  (M&A) TRENDS: If you don’t have a perpetuation plan in place – you may need to consider selling your firm.  In the white hot M&A market – you have options, but how long will buyers be paying premiums for firms?  This session discusses the current market and a look forward at what you might see in 2020 and beyond.

11:10 - 11:15 AM

Networking Break

11:15 - 12:00 PM

INDUSTRY PANEL DISCUSSION; M&A Buyer Panel

12:00 - 1:00 PM

Lunch

1:00 - 1:30 PM

ORGANIC GROWTH BEST PRACTICES: THE MARSHBERRY FORMULA; 

What does it take to be a high-performing firm? Culled from our observations of thousands of firms, we’ll give a look behind the curtain to showcase the mix of recruiting, producer development, compensation, specialization, etc. to unlock the formula to grow your organization.

 

1:30 - 2:00 PM

 

 

 

2:00 - 2:30 PM

 

 

 

 

 

HOW TO HAVE AVERAGE GROWTH; 

Is your goal to have average organic growth? If yes then don't do what top performing firms do. Follow these guidelines that average performing firms do instead.

 

\ Or-ˈga-nik \ Grōth: WHEN NEW BUSINESS OUTRUNS LEAKAGE; 

Most firms say their differentiator is servicing and retention; however, MarshBerry data indicates that even the most average of firms have a 90+% retention rate. Therefore, it’s time to shift our focus from leakage and retention to organic growth. Here we’ll showcase the most impactful organic growth strategies according to our Organic Growth Survey.

 

2:30 - 3:00 PM

Networking Break

3:00 - 3:15 PM

 

 

 

3:15 - 4:00 PM

 

 

 

 

 

 

4:00 - 4:20 PM

 

 

CONNECTING INDUSTRY LEADERSHIP;

Peer exchange is vital to our industry.  We’ll tell you why – and what you’re not getting if you’re not a member of Connect.

 

MORE PRODUCERS OR MORE SALES?;

There is a delicate balance of knowing when you just need more from your existing producers or just more producers. We hear constantly that firms want to hire more producers, but that they can't find them, or can't train them, or just aren't sure they want to make the investment. This session will explore industry performance including new business expectations of new and seasoned producers, the reasons why producers don't produce, and what you can do about it.

 

POINT/COUNTERPOINT;

Q&A Session to wrap up the day. 

 

4:20 - 6:00 PM

 

 

NETWORKING COCKTAIL RECEPTION;

Sponsored by FIRST Insurance Funding