June & July Leadership Update

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).

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THis week at cg
All Events
Recognition
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Angelia Roe

Angelia Roe

The very shortened version, Angelia turned the carrier’s position of declination on a $260,000 Inland Marine claim to a positive outcome for the client.  Her attention to detail, professional approach and respectful demeanor helped turn the carrier to the correct position.  The carrier had several levels of claims people and outside coverage counsel engaged on the claim review; all of them missed the key details that Angelia brought to their attention.  The carrier, Intact, acknowledged their mistake and thanked Angelia for her role in getting to the solution. Needless to say, the client is thrilled.

Donation
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Kim Bryan - Donation

Bemidji First City Lions - Hearing Aid Fundraiser

Bemidji First City Lions is a Charter Club of Lions International whose goal and purpose is to generate awareness and raise money for causes and diseases including but not limited to Vision & Hearing Loss, Environment, Hunger, Diabetes and Childhood Cancer.

Find out more here: https://www.e-clubhouse.org/sites/bemidjifirstcity/

CG Store

CG Store

The CG Store is a resource available for all CG Employees. It is located in Eden Prairie, but products are available for purchase online.

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Celebrations
Eliza Arvold
Eliza Arvold
Happy Birthday on 
Jul 20
Kim Bryan
Kim Bryan
Happy Birthday on 
Jul 21
Ashton Sabatino
Ashton Sabatino
Happy Birthday on 
Jul 16
Matt Warren
Matt Warren
Happy Birthday on 
Jul 19
Max Wilber
Max Wilber
Happy Birthday on 
Jul 18
Work Anniversaries
Jane Thompson
Jane Thompson
2015-07-21
Karen Lundberg
Karen Lundberg
2016-07-18
Luke Aslesen
Luke Aslesen
2018-07-23