MarshBerry Announces Regional Winners of 8th Annual MAX Performer Awards

July 15, 2024

Woodmere, OH, July 15, 2024 – MarshBerry, a leading investment banking and consulting firm serving the insurance distribution and wealth management industries, proudly announced the regional winners of its prestigious MAX Performer awards, a mark of distinction given to independent agencies and brokers with solid financials, operational excellence, and that provide world-class client service.

MarshBerry heartily congratulates the following regional winners:

  • Midwest: Associated Insurance and Risk Management Advisors, Rolling Meadows, IL
  • Southwest: Hotchkiss Insurance, Houston, TX
  • East: Risman Insurance Agencies, Medford, MA
  • Southeast: Snellings Walters Insurance Agency, Atlanta, GA
  • West: CMR Risk & Insurance Services, San Diego, CA

“It is an honor to recognize the exceptional talent and dedication of our top performers in MarshBerry’s MAX Performer program,” said John Wepler, MarshBerry Chairman & CEO. “This award highlights the dedication, innovation, and exceptional service that our winners bring to their clients and the industry as a whole. Their hard work and commitment are truly inspiring and we are proud to honor their contributions and partnership in growth with our firm.”

The national MAX Performer award will be announced at MarshBerry’s Connect Summit in Chicago, IL, on Wednesday, September 18.

MarshBerry created the MAX Performer program to recognize exceptional performance and help firms prosper through peer networking. MarshBerry selects winners by evaluating firm performance in areas such as organic growth, new business acquisition, profit margins, commission and fee structures, and employee engagement and culture.

For more information regarding the MarshBerry MAX Performer awards, or to find out how your firm can become a MAX Performer, please contact Brooke Liu, MarshBerry Senior Vice President, at Brooke.Liu@MarshBerry.com.

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.