FirstChoice and Professional Insurance Agents Western Alliance Announce Collaboration

Woodmere, OH, June 5, 2024 – 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), has launched a collaboration with the Professional Insurance Agents (PIA) Western Alliance.

This partnership is designed to provide PIA Western Alliance members with enhanced access to MarshBerry’s extensive industry expertise and resources, aimed at bolstering their competitive edge and fostering growth. Key benefits include comprehensive market access, high commission rates, profit sharing from the first dollar of aggregated premium, and various additional incentives and support services.

“We are thrilled to offer PIA Western Alliance members access to FirstChoice, enhancing their ability to deliver insurance solutions to their clients. This partnership underscores our commitment to supporting independent agents with innovative tools and resources, empowering them to thrive in a competitive market,” said Keith Captain, FirstChoice President.

The partnership leverages FirstChoice’s growth solutions tailored for agencies of all sizes. This goes well beyond carrier compensation and market access. It’s about helping PIA Western Alliance agencies create their unique path forward.

“We are thrilled to partner with FirstChoice, as this collaboration brings significant benefits to our members,” said Kim Legato, PIA Western Alliance Executive Vice President. “By providing access to FirstChoice’s extensive resources and expertise, we are enhancing the support and services available to our insurance professionals, enabling them to better serve their clients and grow their businesses. This partnership aligns perfectly with our mission to empower our members with the tools and knowledge they need to succeed in a competitive market.”

For more information on the nation’s number one agency partner, or to learn about accessing the PIA Western Alliance program, 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.

About the PIA Western Alliance

The Professional Insurance Agents Western Alliance is a membership organization promoting and enhancing the success of independent agencies seeking to grow, learn and be heard within the industry. Learn more at https://www.piawest.com/

Investment banking services in the USA offered through MarshBerry Capital, LLC, Member FINRA and SIPC, and an affiliate of Marsh, Berry & Company, LLC, 28601 Chagrin Blvd, Suite 400, Woodmere, OH 44122 (440) 354-3230.