Leadership Council

In lieu of an Leadership October Update, we hosted the Fall Business Meeting on October 10.

For those who missed it, you can find the presentation here: 2024 Fall Business Meeting.pdf or watch the recording here: Fall Business Meeting-20241010_092746-Meeting Recording.mp4

GROWTH We continued our discussion about growth at Christensen Group. What things are working well as we grow and what things should we build better processes around to support our growth. While we don’t have any immediate decisions from this conversation, we landed on some questions that need more research.  We have built strong partnerships with Assurex Global companies and will use that network to continue to understand how other agencies support new and growing markets.

*Spotlight on a 10 Year Vision_: Adaptive Org Structure to Support Growth & Efficient Branch Operations _

FALL BUSINESS MEETING As a team, we determined key messages for our upcoming Fall Business Meeting on October 10. If you don’t have an invite, please ask Laura Wilde to forward it to you. We’re excited to share updates on CG’s Performance, progress towards the 10 year vision and 2024 initiatives, EPIC project updates and kickoff the 2024 Annual Review process. 

GROWTH We had an open discussion about growth at Christensen Group. What things are working well as we grow and what things should we build better processes around to support our growth. While we don’t have any immediate decisions from this conversation, we decided to bring the topic back to our September meeting. We’ll revisit again with more framework around sales, new markets, carrier relationships and employee onboarding.

*Spotlight on a 10 Year Vision_: Adaptive Org Structure to Support Growth & Efficient Branch Operations _

THE LAB UPDATE Each department leadership team will meet with The Lab to discuss findings on our Phase 1 work with the lab. This includes reviewing process maps and understanding where there is room for process improvements. Our goal is to understand what’s possible through both EPIC workflows and future automations. If we decide to explore an automated workflow, we’d likely pause on doing this work until after EPIC go-live. This is intentional to ensure we don’t add too much work and extra meetings during an already busy renewal season and EPIC project timeline.

*Spotlight on a 2024 Initiative within Operations category: Clean up our data and create consistent process and protocol.

ASSUREX UPDATE Ashley Kellerman, Kyle Simmons and Sam Olinger provided an update from the Assurex Operations conference they attended in June. Through the conference, they were able to learn about security practices, find other agencies to learn from in our EPIC transition and explore cultural and developmental tools used at other agencies. Sam Olinger presented on career pathing and development at Christensen Group. Sam recently shared the presentation with all the leaders at CG and you can expect an update from your manager on development opportunities in your area. *Spotlight on a 2024 Initiative within Products & Service category: _Assurex: Engage and utilize benchmarking groups, attend segment/department conferences to learn and build relationships with insurance agency thought leaders. _

ARDELLE UPDATE We discussed our nominees at the June Leadership meeting. We were thrilled with the amount of meaningful submissions and it was a difficult decision to make for the Leadership team. We can’t wait to celebrate all the nominees on the July 25 State of CG meeting. We will announce the winners during the meeting!   *Spotlight on a 2024 Initiative within People & Culture category: Launch a Service Recognition Incentive (to align with Sales Growth/Recognition incentives).

ASSUREX UPDATE Lynn Pettis and Tony Larson provided an update from the Assurex Private Client conference they attended in April. Through the conference, they were able to find a partner agency to assist with Florida placements, and resources available for difficult markets in California and Colorado.

Lynn & Tony will be sharing more specific and relevant information to the Personal Lines department.

This conference checked off two 2024 Initiatives! *Spotlight on a 2024 Initiative within Market & Customers category: Find new markets in hard-to-place locations (FL, CA, CO, WY, TX). *Spotlight on a 2024 Initiative within Products & Service category: _Assurex: Engage and utilize benchmarking groups, attend segment/department conferences to learn and build relationships with insurance agency thought leaders. _

MOCK STATEMENT Are you going to receive your first statement on Wednesday or need a refresher on how to read it? Check out this knowledge center article: ESOP Mock Statement