FirstChoice, a MarshBerry Company, Named 2024 Top Agency Partner by Insurance Journal for Second Year

Designation reaffirms FirstChoice approach of helping agencies of all sizes grow their business.

September 3, 2024

Woodmere, OH – 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 for the second year in a row.

FirstChoice caters to insurance agency owners who prioritize talent investment, embrace challenging decision-making, want to develop and work toward a strategic plan, and applies agility and empowerment. FirstChoice offers growth solutions tailored for agencies of all sizes.

“We are deeply honored to be recognized as the top agency partner by Insurance Journal for the second consecutive year,” stated John Wepler, MarshBerry Chairman & CEO. This achievement is a testament to the dedication and hard work of our entire team, as well as the trust our clients place in us. At MarshBerry, we remain committed to driving excellence and innovation in the industry, and this recognition only strengthens our resolve to continue delivering exceptional value and support to our partners.”

As a strategic ally for firms looking to build an effective plan for growth, FirstChoice currently helps over 630 growing agencies find the best path to address market fluctuations while developing lasting partnerships. This goes well beyond carrier compensation and market access. It’s about helping agencies create a path forward through strategic planning, technology resources, marketing tools, and education and training.

“At FirstChoice, our focus has always been on providing exceptional service and innovative solutions, and this recognition inspires us to continue striving for excellence in everything we do,” said Keith Captain, President – FirstChoice. “At FirstChoice, we believe that by fostering growth, our members can unlock new opportunities, enhance their value proposition, and continue to deliver exceptional service to their clients. Growth isn’t just about increasing revenue—it’s about building a resilient and forward-thinking organization that thrives in any environment.”

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

MarshBerry is a global leader in financial services and consulting dedicated to helping insurance brokerages, and firms in the wealth management industry, achieve sustained growth and value for every stage of ownership. With a legacy spanning over 40 years, MarshBerry offers an extensive suite of services, including Investment Banking (Merger & Acquisition Advisory; Capital Raising), Financial Consulting (Strategic Planning; Valuations; Perpetuation Planning), Organic Growth Consulting (Leadership, Sales & Talent Solutions), Executive Peer Exchange, Agency Network and Market Intelligence and Performance Benchmarking. For more information, visit www.MarshBerry.com.