The Marsh-Berry Letter
Formerly the Middleton Letter

2007 Letters

• Agency Productivity and Profitability - January 2007
  • Agency Compensation Survey - January 2007

2006 Letters

• Financial Management - December 2006
• Leveraging Commission Income through Value-Added Differentiation - November 2006
• Survey Results - October 2006
  • Market & Financial Survey Results - October 2006
• Agency Ownership - A Great Investment Option - September 2006
• Disaster Preparedness - August 2006
• Branding Your Agency - July 2006
  • Confidential Agency Market & Financial Survey - July 2006
• Health Savings Accounts - What You Need to Know - June 2006
• Failure to Recruit - May 2006
• Agency Company Relationships - April 2006
  • Carrier Relationship Survey Results - April 2006
• Strategic Business Planning - March 2006
• Organizational Review - February 2006
• Agency Productivity and Profitability - January 2006
  • Carrier Relationship Survey - January 2006

2005 Letters

• Developing a Financial Plan and Budget - December 2005
• Building a Talent Pool - November 2005
• Future Outlook - October 2005
  • Results of Confidential Agency Market & Financial Survey - October 2005
• The Value Equation - September 2005
• The Wireless Age - August 2005
• A Great Time to be a Great Agent - July 2005
• Producer Accountability and Driving Agency Value - June 2005
• Holding Producers Accountable - May 2005
• Agency Compensation Survey - April 2005
  • Survey Results - April 2005
• Errors & Omissions: Perspectives, Preparedness & Prevention - March 2005
• To ESOP, or Not to ESOP - February 2005
• Agency Productivity and Profitability - January 2005
• Agency Compensation Survey - January 2005

2004 Letters

• Financial Planning - December 2004
• Personal Goodwill in the Independent Insurance Agency - November 2004
• The Road Ahead - October 2004
• Making Sure the Right People are in the Right Jobs - September 2004
• Acre of Diamonds - August 2004
• Technology for Insurance Agencies - July 2004
• Owning a Piece of the Rock - June 2004
• Creating Value Through Carrier Management - May 2004
• Is Your Legal House in Order? - April 2004
• Perpetuation - The Stock Transfer Process - March 2004
• Transition During Perpetuation - February 2004
• Productivity and Profitability - January 2004