Helpful Links

Learn about our company dress code policy.

Rules and details on the employee referral bonus

FAQs and Helpful Information for our new medical plan.

View open roles and positions at Christensen Group.

Login for Paylocity.

Request and submit time off.

ESOP Beneficiary Form

Understand your ESOP vesting eligibility and schedule.

The National Center for Employee Ownership.

Modifications to the SPD 2017

An example of the statement you'll receive at the Annual ESOP Meeting.

Full ESOP Summary Plan Description

Form to get your 2025 Producer Goals added to Salesforce.

Use this tool to create personalized EDGE survey links to send prospects.

Update your producer code.

Information about Client Connect, the online self service insurance portal for clients.

General business insurance intake form for new prospects.

Strategic planning document form template.

Use this form to get your client's video and webpage underway.

Group benefits booklets.

Group benefits booklets.

An overview of the wide array of benefits provided by Christensen Group.

Health and flexible spending account benefits.

Access your Christensen Group employee benefits provided by HealthEZ.

Dental benefits.

Retirement savings benefits.

Search for a doctor within your health network.

Health benefits.

Health benefits.

Legal benefits.

Prescription benefits.

Vision benefits.

Access to Chubb Travel Assistance, Worldwide

Create, run and manage different types of reports.

View the most current Company Strategic Planning document.

A tool to create personalized links for various forms.

View all of our email signature templates.

Create and use your own QR codes.

Starting April 1, 2025 expense reports will be submitted through Paylocity

Let IT know that you will be working while traveling to avoid any technical disruptions.

Update your profile on CG Connect.

Submit your work location preferences.