MarshBerry Talent Institute

Attendees will explore how AI-powered solutions are reshaping HR processes, from automating recruitment with smart Applicant Tracking Systems (ATS) to using predictive analytics for employee retention. Real-world case studies and examples from leading insurance companies will illustrate the practical application of these technologies. Whether you are looking to streamline hiring processes, enhance employee engagement, or improve learning and development, this session offers actionable insights and strategies to stay ahead in a competitive industry.

Core Concepts:

• Engagement on available tools and best practices for implementation.
• Application of AI and technology to optimize recruitment, onboarding, training, and employee retention.
• Use of case studies to validate usage and provide best practice examples.

This comprehensive leadership development session is designed to provide insights and actionable strategies for developing leadership at all levels within an organization, specifically tailored to the commercial insurance industry. The session will address the unique leadership needs of senior executives, high-potential leaders, and mid-level or first-time managers. It integrates proven leadership framework, focusing on the essential skills and practices required to navigate the complexities and challenges of today’s market.

Core Concepts:

• Nurturing leadership potential at different levels of the organization.
• Enhancing leadership pipelines.
• Developing team management and performance coaching skills.

This session is designed to provide a detailed roadmap for creating effective compensation models that motivate producers, ensure profitability, and align with long-term agency goals. Through this session, participants will gain insights into how compensation plans can drive new business growth, enhance client retention, and foster team collaboration. Attendees will also learn how to strike the right balance between financial stability and performance incentives, leveraging hybrid models, and innovative strategies to attract and retain top talent.

Core Concepts:

• Aligning compensation models with the agency’s direction.
• Avoid overpaying underperformers or misaligning renewal commissions.
• How much do non-monetary rewards matter?

Participants will explore effective sourcing methods, including targeting passive candidates from diverse industries such as real estate, financial services, and technology sales. The session also provides practical tools including outreach templates, resume evaluation checklists, and structured interview guides to streamline hiring decisions and improve outcomes. The session culminates in hands-on activities to help attendees implement a recruitment process aligned with their agency’s culture, goals, and long-term growth strategy.

Core Concepts:

• Prioritizing essential skills and behavioral competencies to hire effectively.
• Building a value proposition that truly distinguishes you from competitors.
• Small adjustments that make big differences in attacking the people you need.

The session provides actionable strategies for identifying tasks suited to gig workers, balancing full-time and freelance roles, and recruiting effectively using both general and industry-specific platforms. It also addresses critical legal and ethical considerations, such as worker classification, compliance, and building trust with freelancers.

Core Concepts:

• Demographic trends driving shifts in the workforce.
• Economic impact of the rise in the Gig economy.
• Leaning into the possibilities that exist with Gig workers.

Participants will explore actionable steps to define, implement, and measure a purpose-driven strategy tailored to the unique challenges of the insurance industry, such as balancing regulatory requirements with mission-focused initiatives. Through interactive exercises, storytelling, and innovative activities, attendees will leave equipped to drive cultural transformation and long-term success.

Core Concepts:

• Purpose and employee motivation are not mutually exclusive.
• How to better develop initiatives that align your agency’s purpose with developing new business.
• Embedding purpose in process to empower employees.