Hello world!

Welcome to my MarshBerryEast Blog!  

You can also follow me @MarshBerryEast on Twitter.  Why should you follow this blog?  Quite simply, you will find relevant Insurance Industry information, Networking Event details, Sales Training opportunities and we like to have a little fun once in a while.  Before you start to enjoy the content here, I would like to share a little about who I am and what I do here at MarshBerry.

First, let’s answer the question of “Who is MarshBerry?”

Founded in 1981, MarshBerry is the nation’s leading provider of consulting services (financial, operational, sales management, and M&A advisory) in the financial services industry and the preeminent provider of consulting services to agents and brokers.  The firm is the largest of all organizations in this particular area of specialization and the oldest under continuous ownership.  MarshBerry is a fast growing, privately held company that rewards its key employees with ownership opportunities.  The firm has clients in all 50 states and is a leading advisor for insurance broker M & A deals each year for the last five years.  MarshBerry’s reputation for excellence, integrity and innovation is well known to agents, brokers, insurers, banks, investment brokers, and other financial services providers.

At our core, MarshBerry has one primary objective: Helping insurance distributors maximize value.

MarshBerry provides services in these primary areas:

  • Valuation
  • Performance Enhancement
  • Mergers and Acquisitions
  • Sales Management
  • Integration/Operation Services
  • Market Research
  • Ownership Continuity
Now that we have the textbook answer out of the way, let’s discuss what I do on a daily basis:  I manage Business Development for the East Coast of the US.  What that means is that my role is to meet with Independent Insurance Agency CEO’s to learn their needs, goals and challenges so that we can determine if a relationship with MarshBerry will be mutually beneficial.  It is my job to match up MarshBerry’s many ‘products and services’ to help the agency move the needle in the areas of growth, revenue, profit and viability.  Our success is measured by our clients – If they are successful, we are successful.  

If you take a moment to read my bio –> Jared Roy Biography, you’ll get a little insight into my background and a few of my personal interests.  Thanks for taking the time to stop by and I look forward to getting to know you a little better.




About MarshBerryEast

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