MarshBerry

Insurance brokerage mergers and acquisitions (M&A) in 2026 reflects a market that remains structurally strong but more disciplined and selective than in prior years. While the market remains active, transactions activity continues to trail last year’s pace. With broader macro uncertainty in 2026 – ...

At MarshBerry’s annual 360 Forum, a key topic was how independent brokerage owners can develop a strategy framework that can drive meaningful results and give them options whenever the time is right. Many insurance brokerages tha...

New technology continues to reshape the insurance agency landscape, promising greater efficiency, deeper insights, and stronger client relationships. But before investing in new technology, insurance agencies should first take a hard look at how they’re using what they already have. Too often, their Agency Management System (AMS) sits underutilized, its full range of capabili...

The most important part of perpetuation planning is the part many firms aren’t doing – planning ahead. According to MarshBerry’s 2026 Technology & Governance Report, only 59% of insurance brokerage firms have a defined...

“Today is year zero.” Attendees of the MarshBerry 360 Forum were presented with this call to action as the forum opened. It’s a stark message that firms can no longer rely on market tailwinds or modest adjustments to drive results. Organic grow...