FirstChoice, a MarshBerry Company, Named 2023 Top Agency Partner by Insurance Journal

Woodmere, OH, September 19, 2023 – MarshBerry, a leading investment banking and consulting firm serving the insurance distribution and wealth management industries, proudly announced today that FirstChoice, a MarshBerry Company (FirstChoice), was ranked the #1 Top Agency Partner by Insurance Journal.

This achievement is realized just one year after MarshBerry Platform and First Choice Agents Alliance (FCAA) came together to form FirstChoice. FirstChoice is geared toward insurance agency owners that want to create a path forward through strategic planning, technology resources, market tools, and education and training to build their business.

“We are honored and thrilled to be recognized as the Top Agency Partner by Insurance Journal,” stated John Wepler, MarshBerry Chairman & CEO. “A year ago, we were very optimistic about the synergies in forming FirstChoice and our aspirations to not only dominating the agency partnership and aggregations space but redefining it. This achievement is a testament to the dedication and hard work of our team, whose relentless efforts to serve our clients drive our success. We remain committed to exceeding expectations and leading the way in our industry.”

As a strategic ally for firms looking to build an effective plan for growth, FirstChoice helps hundreds of growing agencies find the best path to address market fluctuations while developing lasting partnerships.

“This hard market shows no signs of slowing down. More and more agencies are struggling to optimize efficiencies, challenged with driving organic growth, and strained by navigating the complexities of carrier appointments, compensation, and revenue,” said Keith Captain, President – FirstChoice. “As the next generation agency network model, this recognition from Insurance Journal reaffirms our unwavering commitment to helping our clients with all of those to accelerate growth through unparalleled market access, enhanced revenue, agency differentiation, education as well as support with technology & resources.”

Today’s agency partnerships must demonstrate their value to members and their carrier partners to stay relevant in the days and years ahead. Agencies today want to know what the network or group will do to help them accelerate organic growth and remain independent.

For more information on the nation’s number one agency partner, or to learn about becoming a member, visit www.MarshBerry.com/FirstChoice.

MarshBerry – Helping Clients Learn, Improve & Realize Value

Founded in 1981, MarshBerry is a global leader in financial advisory and consulting services serving the insurance brokerage and wealth management industries to help clients grow and advance their business strategies. With locations across North America and Europe, MarshBerry market sector expertise includes property and casualty agents & brokers, employee benefit firms and specialty distributors, partners in insurtech, capital markets, and insurance carriers, as well as registered investment advisors, retirement planning and life insurance firms. Clients choose MarshBerry as their trusted advisor for every stage of ownership to help them build, enhance and sustain value through Financial Advisory solutions (Investment Banking; Merger & Acquisition Advisory, Debt & Capital Raising, Business Consulting), Growth Advisory solutions (Organic Growth, Aggregation, Leadership, Sales & Talent Solutions) and Market Intelligence and Performance Benchmarking. Learn more at www.MarshBerry.com.