Recognitions

As a Leader, Kim radiates with positivity and genuinely cares about her team. She initiates training for us when she recognizes that we need additional direction. Kim provides clear resources and solutions. In my 21 years as an insurance agent, I have never had such a knowledgeable and resourceful manager. She is the epitome of leadership. Kim isn't afraid to jump in and cover books of business when her team is out on maternity leave, medical leave, or vacation. Kim goes above and beyond in ensuring we are doing out best work through training and one on one guidance. Kim reminds us to take time for self care and learning. She is truly a pleasure to work with. Kim needs a well deserved pampering for all she does for each of her team members. We all feel very fortunate to have her as out fearless leader.

When I think of a person who has made a huge impact on me since coming to CG in May, I automatically think of Ashley. I am excited to work someone who thirsts for efficiency and is continuously learning. Ashley is humble, kind and patient. Teaching adults is her calling. Ashley is quick to offer training and is thorough in her monthly team trainings. She make herself available to assist the team when we are backlogged and need assistance in processing. She is positive and upbeat. Her hilarious personality is the cherry on top. She is never satisfied with mediocre. There are many nights and weekends I see her green bubble still pounding away. As someone who has had 6 years of Applied EPIC experience, Ashley can still show me new things. I love that she is accessible and responsive despite having a heavy workload. I aspire to be as positive as she is with the "CAN DO" attitude.

Megan has been such a huge help since I started at CG a few months ago. She's always willing to provide advice, help, and encouraging words. I simply don't know how I would have gotten this far without her. Thank you for everything you do every day Megan!

Janet has been such a great teammate to work with on recent client renewals. She quickly produced deliverables, tailored them to fit unique client situations and communicated clearly with both the client and our team. She’s eager to learn, brings fresh thinking and consistently asks the right questions to move our work forward. Janet sees what needs to be done and takes ownership, which has been especially valuable with complex renewals. Her perspective, professionalism, and initiative make her a trusted partner and a huge asset to both our team and our clientsl

Aaron is a fantastic resource for our 401k clients. He explains information in a simple, easy to understand manner. Having seen him at employee meetings, he does a good job connecting with the audience and answering their questions.

Check out this recognition from one of his clients:

Good Morning Aaron, I hope you had a great weekend! Thank you for leading the 2025 401K education session for PSC employees. I can’t believe this is already the fourth year we’ve had the pleasure of having you as our trainer! Once again, we truly appreciate the clear and helpful way you present the information. It was wonderful to see that, after the training, we were able to enroll even more employees in the 401K. Your sessions make a real difference in helping our team better understand their retirement options, and we value the time and effort you dedicate to these trainings each year. We are grateful for your continued support and look forward to working with you again. Thanks again for your partnership, and have a great day, Aaron!

A huge thank you to Hal for his outstanding work in getting our San Antonio office’s fiber internet installed and smoothly transitioning us from our previous provider. This upgrade has been a game-changer, resolving the connectivity issues that were slowing us down and giving our team the reliable speeds we need to get things done. The communication with our office was amazing, and you made it a priority to get us up and running. Your initiative, persistence, and technical know-how made all the difference. Thanks for keeping us connected, Hal!

A big thank you to Abbey for her tremendous help in getting our San Antonio office appointed with numerous health and ancillary insurance carriers over the past few months. Your responsiveness and quick turnarounds on carrier appointment paperwork have made a huge difference in keeping things moving smoothly and efficiently. We truly appreciate your hard work, attention to detail, and dedication to making this happen for our team. Thank you, Abbey!

Shelby has been so welcoming to me since starting in April that she makes it easy to come to her with questions. Whether I have a question on an account of mine, or for someone I am being a back up on, she not only is quick to answer, but she goes out of her way to reach out to me on her own time to see if I need anything. She takes the time to call me if she feels that it would be easier to help me, and she is very knowledgeable. She never makes me feel like a burden for reaching out, and makes work so much fun. Thank you Shelby and keep up the great work!

A big thank you to Ashley for not only training Grace with—well—grace on all things Epic, but also for going above and beyond her role. She took the time to send me thoughtful feedback on Grace’s progress, what to expect moving forward, and how she plans to support not just Grace, but the entire Risk Placement team in leveling up our Epic platform knowledge.

Training may be part of Ashley’s job, but it’s clear she brings true passion to the work. Her dedication to helping others succeed, even on a busy day, doesn’t go unnoticed. We’re lucky to have her!

Huge thanks to Tayler for stepping up on short notice to help quote not just one, but two Personal Lines policies! Your expertise and insight on essential coverages was invaluable, especially in areas where I fell short because my space is Commercial Lines. You jumped in without hesitation or complaint, and truly showed what being a great teammate is all about. Grateful to have you in the trenches with me!

In most sales environments, it’s rare for a peer to introduce you to an active prospect they’re working with, but Max didn’t hesitate. After I mentioned I’m targeting a specific niche, he immediately saw the connection and made the introduction, knowing his prospect had deep expertise in that space. That conversation not only provided valuable insights, but also led to introductions to two of the top three players in the field. None of that would have happened without Max’s support.

I want to take a moment to recognize and thank Jennifer for her outstanding support during the IT setup of our new office in San Antonio. Despite our challenges of managing this project entirely remotely, Jennifer’s willingness to step up and her positive attitude played a crucial role in making the implementation a success.

Supporting our vendors and our team was instrumental. Jennifer’s dependable presence and collaborative spirit truly made a difference, and I’m grateful for her contributions to the team.

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Thank you, Jennifer!

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Ashton has been amazing to work with. While my manager has been out on a much needed vacation, Ashton has been taking all of my questions like a champ. She is always so happy to help and so knowledgeable. She is more than willing to call me when something is not making sense and share her screen so I know exactly what I am doing and not just guessing at it. Such a valuable asset and I am excited to be working side by side with her in the future. Knowing how kind, caring, and helpful she is puts me at ease...especially while being so new and still learning new things every day. Thanks Ashton!

Laura has been absolutely amazing at getting all the new CG Store orders fulfilled so quickly and efficiently. She’s done an incredible job managing the large volume of pre-sale and extra items—taking photos, updating inventory, and expertly handling every question that comes her way.

Her organizational skills are unmatched, and thanks to her expert folding and labeling, the store always looks pristine. It’s such a joy to have a store we’re proud of, and that’s all because of Laura’s dedication, attention to detail, and hard work.

Thank you, Laura! You truly are a rockstar, and we couldn’t do it without you!

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Becca has been absolutely amazing on the slide deck project. She’s incredibly helpful, collaborative, and always striving to make the final product the best it can be. She proactively checks in and makes thoughtful updates—even for small improvements—which shows her attention to detail and dedication.

She’s consistently refining the work, and her commitment to excellence truly stands out. On top of that, she’s jumped in to help with some Airtable updates and automations on a few other marketing projects that would have taken me much longer to get to—helping move everything forward smoothly.

We’re so lucky to have someone like Becca on our team!

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Thank you Stacy for being a great mentor! As we are working through an SBA client-facing project, Stacy has been a great guide for assessing who on the SBA team is impacted and how we want to address any cleanup. In addition, she took the extra time with me to build out a complete agenda. I really appreciate her extra efforts!

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I wanted to take a moment to thank Sarina for all the hard work that she has put in for an SBA project we're working through! Whether it is making time with me to troubleshoot on a teams call, crafting detailed emails with action items, or working behind the scenes with Richard (thank you Richard!), she truly goes above and beyond and is a great communicator. Thank you Sarina for all that you do!

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Abbey deserves a HUGE shoutout as I am constantly reaching out to her. Whether it's her getting me logins (seems like multiple lately!), helping reset my password when I didn't realize I had a login already (ooops!), or just answering basic questions, she is always ready to help me out. Abbey is always so kind and prompt when I reach out, and she really does make our jobs easier. Thank you Abbey for everything you do!

I have had to submit a few requests to IT for assistance and each time Ethan is prompt to come save me. He is always so kind and helpful, and knows exactly what he's doing and how to assist me. Thanks for being my saving grace, Ethan!

Ellie has been nothing short of amazing during the EPIC transition.  She is always willing to help others and looks for ways to make our processes more efficient.  She is inquisitive, patient, and willing to step in whenever needed.  

Thank you for being a great teammate not only to our immediate team, but to the CG team!  

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Thank you to Sara for the time and knowledge she shares with our CL Client Manager training class. Sara has led the contract review session since our CM training class first started in 2022. The participants have truly enjoyed their time with you. Thank you Sara!

Laura has been a tremendous help throughout my whole hiring and training process. I have learn so much from her in the 6 months I have been here at Christensen Group. If there is ever a time I have needed help, had a question or simply to look over an email, she has always been there to assist me in the process and is very knowledgeable. She is a great leader and coach, and I know I can always rely on her and the whole Personal Lines core team if I ever have questions or need help with anything.

A client came to the EP office and was greeted by Laila. He said she was “exceptional.” He continued, “You don’t find great employees like her. I could feel your culture by how she helped me.”

Nice going Laila. You are the best!

I want to take a moment to recognize all that Randi does for the benefits team. I've had the privilege of learning from her both as a mentor and leader during my first year at Christensen Group, and I'm incredibly appreciative of her support. Her ability to balance leadership responsibilities , navigate the Epic migration, and still be available to any member of the Small Group benefits team- often at a moments notice- is nothing short of amazing. When I think about makes Christensen Group the best place to work, its the people- and Randi is a perfect example of that. Thank you, Randi, for all you do!

I had such a challenging renewal remarket to work on with Kelly. The best part was, it was so much fun, a great learning experience and a team effort. I learned from Kelly along the way, we were patient, methodical and persistent in trying to find a solution as a team. Today, we finally got a bind order and what a relieve. It was a great outcome for the client and a relief to find a solution on a tough property account. Thank you, Kelly for all your work, help and being a team player! Looking forward to our next collaboration!

I want to take a moment to recognize the extraordinary efforts of Irene in securing a particularly challenging account placement. Irene went above and beyond, with unwavering dedication by working late nights and even sacrificing her vacation time to ensure success. Her relentless pursuit of excellence in tackling this difficult task was amazing. I deeply appreciate all she brought to the table. It truly made a difference. I’d also like to give a well-deserved shout out to Sara Ehlen and Ashton Sabatino for their fantastic support along the way. Together, this team’s efforts have set a remarkable standard, and I’m incredibly grateful for each of them!

I have had the honor and privilege to be on the same team as Grace. She is the epitome of awesomeness and has been one of the most genuine and kind people I have ever worked with. Thank you Grace for always being so encouraging, positive, and supportive. I appreciate you very much and I Iook forward to witness your greatness to come! Keep shining!!!

Sean is such a team player that he goes above and beyond to help people who aren't even on his actual team! I so appreciate all of the things he's helped me with over the last 2 years whether it's moving heavy boxes (my personal favorite), covering the front desk, or answering insurance questions. He always has a positive attitude and is willing to step in where he's needed. Thank you Sean - CG couldn't run without you!

With a great background in EPIC, it is ideal to have this person work hand and hand with the processes. she has made tremendious changes with Barbara and Linda to downsize both the work load and activitiies that we have. Coming from an EPIC backgound and Trainer myself, it is aweome to have someone so knowlegeable to be part of this big decision making and I want to thank her for all she has contributed.

I'd like to take a moment to recognize Ashton for their exceptional responsiveness, organization, and ability to manage multiple, complex client renewal, as well as new business opportunities with impressive skill. Despite the challenges and complex situations, Ashton consistently handled each task with patience and precision, ensuring that nothing fell through the cracks. Her ability to juggle so many moving parts while maintaining high standards is truly remarkable. I appreciate Ashton's dedication and hard work, and am grateful to be able to work with her. Thank you for being such a great teammate!

Thank you to Lillian for all she has been doing for the SBA/Core Department within Epic, including help with Proposals and guidance on data entry. We are lucky to have her! Thanks, Stacy

I just want to give a huge shoutout to Tony Larsen for leading our Team through this major tech upgrade, keeping things running as smoothly as possible and handling his usual responsibilities like the Pro that he is! Balancing all of that is no small feat, and his hard work and dedication haven't gone unnoticed. Big Thanks for making it all happen, Tony!

Juliana has been a huge help in remarketing accounts for our PL Middle Market. Thank you for helping us try to stay afloat, Juliana! I appreciate you and love that you are learning more and getting more experience along the way! Thank you!

Personal lines has been a hot mess as of late with shrinking carrier appetites and unprecedented remarket requests. Juliana has been a huge help for me handling remarket requests in the background to keep me timely while I help cover multiple books. Thanks for taking some weight off my shoulders!

I had a stream of claims come through, and Angelia did an AMAZING job following up with the clients right away. She also called me to discuss policy coverage and walked me through how it would play out on the claims side of things. I really appreciate her willingness to help get things done!

Tony, your insights from multiple perspectives—producer, leader, personal lines expert, and Epic expert—were invaluable throughout our Applied Epic transition. You helped us think beyond the obvious, bringing considerations to the table that we wouldn’t have known to explore on our own. Your steady presence provided confidence that we were on the right path, and when we weren’t, you guided us back with clarity and expertise. Your contributions were instrumental in making this transition thoughtful, strategic, and ultimately successful. Thank you Tony!

Linda, your leadership during our Applied Epic transition was extremely reassuring. You embraced change despite being the most impacted by it. As the AMS subject matter expert, your deep knowledge was invaluable, but what stood out even more was your willingness to adapt and lead by example. You approached the challenge with openness and resilience, setting the tone for the entire company and team. Linda, your value goes far beyond your expertise — your mindset and example made a lasting impact on all of us. Thank you!

Sarina, you were an invaluable partner in our Applied Epic transition - always ensuring that no detail was overlooked and no ball was dropped. Your exceptional attention to detail kept the project on track, but the thing I was most impressed by - and what truly sets you apart - is your unwavering kindness and ability to prioritize people over projects. You made sure everyone felt included, supported, and well taken care of throughout the process. Your combination of precision and heart made a complex transition smoother and more positive for everyone involved. Thank you!

Ashley has been an amazing addition to the CG team in so many ways, and I am very thankful to have her as part of our team! Not only is Ashley a rock star in her daily work with Dereck's team, she has also been extremely helpful throughout the EPIC transition. Yesterday she dedicated hours to helping team members better understand the certificate process in EPIC, along with other helpful tips & tricks. She has also sat in on our EPIC team meetings to help answer questions people have, and the team has been very appreciative of her insight & knowledge of EPIC.

Ashley- Thank you for being a great team player, with a positive attitude and get'r done spirit! I appreciate you!

Kyle was a huge asset to the Epic project leadership team. He always provided a fun and upbeat attitude throughout the project, and this continued to overflow to the entire organization through his video updates. He also contributed countless hours analyzing and mapping data behind the scenes, brainstormed and developed marketing pieces, and most importantly kept us all grounded throughout the project. It was a blast working alongside Kyle on this project!

Shoutout to Linda for her outstanding work on the Epic project. She worked LONG hours on many aspects of the project, including configuration, data mapping, workflows, security settings and much more. Her efforts were paramount to the success of launching Epic. She really made a difference, and we’re lucky to have her on the team!

I would like to recognize Sarina for her exceptional leadership during our Epic Project. As the project leader, she kept the project moving forward smoothly, even through the most challenging moments. Her tireless efforts and dedication to the project were truly inspiring. She consistently went above and beyond to ensure that every aspect of the project was carefully managed and executed. Thanks to her leadership, we were able to stay on track and launch Epic on time. It has been a privilege to work alongside someone as dedicated as Sarina.

Hal and Ashley are the dedicated worker bees behind the scenes, keeping everything running smoothly. Thank you for jumping on calls with Applied (on top of the 100 other things you are working on) to configure various extended solutions—whether planned or last-minute fire drills. You show up with kindness, patience, and are always willing to help. None of us could do what we do without you. Thank you!

Greta is such an amazing teammate to work with! She always has by back in everything, every day. She is always there to help me out and has such a great memory. I can't thank her enough for helping me out time and time again. Thank you for everything Greta!  

Hal and Ashley are the dedicated worker bees behind the scenes, keeping everything running smoothly. Thank you for jumping on calls with Applied (on top of the 100 other things you are working on) to configure various extended solutions—whether planned or last-minute fire drills. You show up with kindness, patience, and are always willing to help. None of us could do what we do without you. Thank you!

Kelli, in a room where everyone is quiet, I can always count on you to raise your voice, ask the tough questions, and provide thoughtful feedback. Your willingness to speak up, support the team, and drive discussions forward was a critical part to the success of this project. Your contributions to the Benefits Team and to our entire organization are deeply appreciated. 

Thank you for your support during the Epic Project. I am so grateful that you and Sean K, joined the core team. We could not have reached this point without you. Your attention to detail and willingness to help with anything was a blessing. Thank you!

Kim, You have been an absolutely amazing Accounting Captain during the Epic Project! Your dedication, willingness to help, and ability to go the extra mile have made a big difference! Your collaboration with the Patra team to ensure our Direct Bill Process is ready for go-live has been invaluable. I’m truly grateful to work with you and learn from you—thank you for everything you do!

Linda, you are simply amazing! Your expertise in the industry, knowledge of systems, strong work ethics and willingness to jump in and help is a gift to each of us that get to work alongside you. You ask questions and tackle challenges head-on and that has made a huge impact—not only on the success of the project but also on the entire team. You set a great example by continuously seeking ways to improve and ensuring that everyone is supported. You are a true SUPER STAR! Working with you, Kyle and Tony on the Epic project has truly been an incredible experience— You have consistently shown up with a smile and an unwavering willingness to go above and beyond. You are an inspiration!

Tony, you were our Epic Yoda! Your expertise in Epic and as a Producer has been an invaluable asset, not just to our core team, but to every department and Captain involved. Working with you, Linda and Kyle on the Epic project has truly been an incredible experience—collaborating with a dream team. You have consistently shown up with a smile and an unwavering willingness to go above and beyond. Thank you for your hard work and commitment.

Kyle, you are the bringer of fun. Thank you for bringing joy to our team. Your videos and presentations are truly EPIC! You were tasked with some big data lifts, the Client Merge and Salesforce, and you worked your magic and made it fun for all of us! Your automation skills and creativity helped us define and develop critical processes along the way. Working with you, Linda and Tony on the Epic project has truly been an incredible experience—collaborating with a dream team. You have consistently shown up with a smile and an unwavering willingness to go above and beyond. I've learned a lot from you. Thank you!

Laila is such an amazing teammate to have! Whenever I have to step away from the phones for other tasks, Laila never hesitates to step up to answer all of the calls that come in - and she does so with no complaints. She is always quick to problem solve situations that come through our phone lines, and handles them with kindness and care ensuring each client is taken care of. She is such a bright light, and always brings joy to my day!

Abbey is so responsive and helpful in managing all of our carrier access and login needs! I appreciate that CG has someone that does this and Abbey is such a good fit. She is friendly, professional, organized, and quick! Thank you for all you help with, Abbey!

Matt is like magic for many of us at CG! Claims can be such a challenge sometimes and can take so much time to work through with multiple parties, or delays in communication. Matt is phenomenal at helping clients navigate claims, advocating for them when needed, following-up, and resolving complicated situations. He even takes the small claims off of our workload - so helpful! You are so valuable to CG, Matt! Thank you for all you do!

I am so impressed with the patience and professionalism Grace has when receiving reception calls. She is also so thoughtful, kind, willing to help with anything, and always on top of things! I appreciate all she does for our Monticello office and CG as a whole!

Tony is working incredibly hard on the EPIC conversion while still balancing his other duties, and always helping us as we need it. I am grateful for him as a leader!

Matt is always extremely helpful! He is always helping me with my clients claims. One thing I really appreciate about Matt is if I am unsure of how to approach something he always takes time to listen to my situation and provide input. Thank you for all that you do, Matt!

Sean, ever since you joined CG, you have been the utility player. No matter the task, you are always willing to help and you tackle it like a boss! Having you in my corner, has been incredible. I couldn't ask for a better partner in crime. Your ability to jump in and learn what is needed will take you far. Thank you for all you have done for me and CG!

Kyle, man, you are something else. You never cease to amaze me. Your creativity and ability to think outside the box was so essential to the Epic project. You managed to bring fun to an argues project. From working on the Client Merge to the Salesforce flat files, the amount of data that you have managed to tackled is absolutely incredible. I am SO GRATEFUL for you Tony and Sarina. It has been quite the year and I can't imagine doing it without you guys.

I had the pleasure of working with Tony on the Foster White conversion and it was great working with him and getting to know him. So when when Tony was added to the Epic project, I was like, "Yeah, let's do it!" Tony's guidance and support during this project has been so essential. With his previous experience in Epic, he has been able to add context for us which has been awesome. His role as leader, producer and servicer has really aided in the BRD creation not only for his team but for the Producers. I am SO GRATEFUL for Tony, Sarina and Kyle. It has been quite the year and I can't imagine doing it without you guys.

Sarina has been the backbone of the Epic project. I don't know what we would have done without her. Her ability to multi task, set priorities and keep us all on track has kept this project moving. Not only that, she has kept Applied on track and made sure we received all that was promised to us. She has put in countless hours to make sure everything goes off without a hitch. I am constantly amazed at how much information she can keep track of. I am SO GRATEFUL for her, Tony and Kyle. It has been quite the year and I can't imagine doing it without you guys.

I want to express my sincere gratitude for all the hard work that Linda has put in to the Epic project. Her dedication, attention to detail, solutions-focused mindset, and willingness to go above and beyond have not gone unnoticed. She's put a tremendous amount of effort to ensure everything is in place, and she's made a huge difference in the process. Thank you, Linda, for your commitment and for always being such a reliable team player. CG is so lucky to have you!

I'm so impressed by Abbey's enthusiasm for keeping things fun and her ability to plan and execute so many great initiatives during this EPIC transition. Way to go, Abbey!

Barbie is an AMAZING trainer! She is so good at training, and she deserves to be recognized for it. Barbie is taking time in her busy schedule to work with me on learning applications in Epic. There is no specific app training and since it's a big part of my job....I got nervous. Barbie told me she could help me! That made me feel so much better. Her knowledge, patience, positive energy and passion for training and helping others is outstanding! I am so grateful for all her help. THANK YOU BARBIE!

Grace has done a fantastic job over the past few months navigating dozens of calendar invites for EPIC trainings! Her attention to detail and her quick response times to help work through scheduling items does not go unnoticed. Nice work Grace!

While presenting a mid-year review with a client who has been dealing with numerous carrier issues along with serious health conditions which are driving up utilization, Amy was able to manage a very difficult conversation with a high level of professionalism and compassion with the HR team. Often these meetings end with a client feeling helpless and frustrated as they perceive the situation to be out of their control, yet with Amy's approach of setting up an action plan to address each issue, including claims, the client ended the meeting stating how happy she was to have hired us and how lucky we both the client and CG are to have Amy.

While on a call with our client, who has been dealing with significant issues with their ancillary carriers billing practices, has expressed great gratitude to Brooke and Amy for their diligent work in straightening out the issues month after month. Additionally, the HR manager has been quite happy with the recommendations made by Amy and Brooke regarding a ben admin system which they've never had, and the education provided regarding how carriers determine renewal increases which as HR stated, after many years of administering our plan, I am finally understanding how it works.

I appreciate Ashley's assistance with IT matters. She is always pleasant, knowledgeable and quick to resolve issues! Thank you, Ashley!!

Sean was in the Event Center the morning of Epic training for EB. He helped make sure we were set up correctly, based on his training from the day before. It made the experience better for all of our users and helped with some technology related items too. Thank you, Sean!

Lynn is the leader of Private Client in all aspects - she is incredibly smart, talented, caring and personable!! She is always there for us when we need her guidance or as a teammate to bounce an idea off of. Lynn's listens to us and takes all our ideas or thoughts into consideration. It's people like her that make CG the best place to work!! Thanks for all your hard work and dedication Lynn!

John, a.k.a the Excel Wizard Extraordinaire, helped us make significant progress on the formatting of a messy client certificate list that contains thousands of items. I really appreciate that he took an hour out of his afternoon to work through this project with me, as it saved us many hours of manual data manipulation. Thank you John!!

Amy blew it out of the water with our new client! We signed a new client on Monday midday. They had serious issues from their previous broker relationship and the main contact was leaving town on Wednesday. Amy worked hard to ensure BORs were signed, processed, data received, and even new marketing RFPs sent out before the client left for vacation. She did 2 weeks of work in 2 days, and did it with such quality the new client sent a note saying how impressed he was! Kudos to Amy!

Any time I have a question, whether big or small, Meghan is there to help. She digs in and won't stops until she finds a solution or helps direct me to the right tools so that I can empower myself with the resources I need. This kind of help is what allows others to grow; in turn allowing me to help others grow. She does an amazing job of connecting our team so that we can all learn from one another and support one another (especially during the busy seasons). Her selfless, caring and cheerful attitude gives way to a contagious calm whenever I talk to her. Thank you for being an incredible leader, support, and continuous resource! Recognition here is not enough to show just how grateful I am for all you do!

Every time I ask Grace for help with a project, she is always more than willing to step in and gets the job done quickly and accurately. I truly appreciate her readiness to take on any task and her positive, easygoing attitude. We are incredibly fortunate to have her as part of the Monticello and CG team. Thank you, Grace!

Ethan has been incredibly helpful with my IT needs. He is patient, thorough, and ensures that issues are fully resolved. He frequently checks in to make sure everything with my new computer is running smoothly and keeps me updated on any outstanding concerns or follow-ups. I truly appreciate his support and love having him as part of the CG team!

Michelle took time to help me through a very complicated situation with an insured's change of ownership. Her expertise and willingness to help was a game changer.

Sean has been a huge help to me on our Carrier Service Center project.  He has created new Rep codes, cleaned up account coding within each carrier along with AMS.  He has helped me organize all the account spreadsheets and done global changes.  All of this will help our SBA reps identify their service center accounts easier along with provide a cleaner transition into Epic.

Thanks Sean!

Matt always does such an amazing job helping out when I'm out of the office. He doesn't hesitate to step in and get things done when rush items come through. I truly appreciate his partnership and willingness to help out.

Laura is incredibly fast and helpful whenever I have questions, whether it’s for my personal insurance needs or our frequent business interactions. I truly appreciate her thoroughness and support, and I know others feel the same way. She has been outstanding in managing our web leads, handling them promptly and professionally. We’re fortunate to have her on our team!

Thank you to Dylan for the support and help with new business submissions.  He has been quick to respond to entering accounts in AMS and eager to learn the quote process from start to finish.

I appreciate all your help!

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Ashley is always so helpful whenever I have a question or don't know how to use a program. She takes the time to explain the technology that we use in terms that I can understand and she is very patient. For example, I have been using Roboform since I started working here in 2019 but really had no idea how to use it efficiently until my conversations with her during Cyber Awareness Month just recently. I have drastically improved my Cyber Score to help protect the Company!  Thanks, Ashley!

Thank you, Nathan for being willing to step in and help with premium allocations, loss history reports and for always doing so with a happy to help attitude, it is very much appreciated!

Thank you, Moriah for being a rock star to work with!  You are always willing to help answer questions, step in where help is needed and always with a positive attitude.  Thank you!!

A huge thank you to Krista for expertly managing our complex billing processes and always going the extra mile to ensure everything is handled smoothly. She consistently takes on every challenge with determination and attention to detail, making sure nothing slips through the cracks. We're so grateful for her hardwork and dedication - It makes all the difference in keeping everything running seamlessly!

I want to express my gratitude for your unwavering support and dedication to my growth and development. Your leadership goes beyond just guiding the team - you genuinely invest in our individual journeys, helping us build confidence and reach our full potential - professionally and personally. I'm incredibly grateful for the encouragement, feedback, and opportunities you've provided along the way. Thank you for believing in me and for fostering an environment where personal and professional growth truly thrives!

Thank you for setting such a high standard of excellence and creating an environment where we can continuously learn, grow, and succeed together. Your leadership and commitment to fostering a supportive, innovative team culture make a difference. We are incredibly grateful to be a part of a team that values collaboration and growth, and we look forward to achieving even more together. Thank you, B!

I want to give a shoutout to Moriah for being an incredible partner in creativity and collaboration. Working together to brainstorm and build ideas is always a highlight, and I leave every conversation feeling energized and inspired by what we have talked about. Her fresh perspectives and enthusiasm make our conversations better and im grateful to have such a fantastic colleague/friend to share and shape ideas with. Here's to more inspired teamwork and all the great things we'll continue to create together!

I want to celebrate my Cam, for an extraordinary year of achievements!

He has not only met every goal but has surpassed them with remarkable dedication and talent. Watching his growth has been truly inspiring, and I couldn't be more proud. Cam has set a new standard of excellence, and his contributions have made a lasting impact on our team. Here's to everything you've achieved this year and to all the incredible things still ahead!!

I want to acknowledge Kate for the incredible dedication and drive she brings to our team. From day one, she has fit in seamlessly, tackling every challenge with enthusiasm and going above and beyond to contribute to our goals. Kate consistently pushes herself to improve and take on new challenges, which has inspired all of us to do the same. It's rare to find some who integrates so effortlessly and makes such a positive impact. We're fortunate to have her on our team; but even more fortunate to have her as a friend!

I'd like to recognize Tony for being not only an incredible mentor but also a true leader and friend. He has been a cornerstore of my professional growth, guiding me through challenges and celebrating successes along the way. Through Tony's examples of dedication, integrity, and innovation, I've learned what it means to bring my best self to work every day. Thank you Tony for the invaluable support and belief in my potential. I'm so grateful for you!

In the short time that I have known Amy she has shown incredible support and genuine interested in her peers, including me.  She has an obvious thirst for knowledge and desire to grow professionally.  

She recently gave up some of her own time to grow together.  I invited Amy to a Women's Leadership event out of office time.  She was completely unaware that I was more than just an attendee. As we talked before the event, her encouragement and support really stood out. I was impressed by her commitment to personal growth and her desire to connect with other women in the industry, while showing kindness and genuine interest.  Thank you, Amy for joining me for this networking event and for representing CG at this event of over 100 industry women!  I appreciate you!

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Bethany has proven to be a quick study and has been a great asset to our growth into the Wisconsin market.   She has taken on a steep learning curve with enthusiasm and grace..   She has demonstrated our strong focus on taking care of the clients here at CG and  it is great to see everyday!

With our movement into the Wisconsin market, Vince has been a great help in getting some "new to CG" clients onboard, marketed, renewed and implemented well ahead of schedule and very successfully.   Many of these relationships have known me for a long time, and we have exceeded their expectations and they now know why CG is a special place.   This is all thanks to Vince running quarterback on these clients.

Kim is so organized in managing all of the accounts on her growing book.  During Dereck's weekly team meetings she continues to demonstrate that she knows her accounts and has a pulse on what is happening and what is needed on each of them.  

Kim's  positive and "go get ém" attitude is contagious and much appreciated.

I very much enjoy working with Kim on accounts.  

Thanks Kim for being awesome at your job!!!

-Julie

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Jennifer has been a huge asset on my team always willing to help where she can. She's learning and improving everyday! She helped with a very complicated billing issue on one of my accounts and was able to get it resolved leaving the Insured very happy. Don't know what I would do without her. Thanks Jennifer!

I just wanted to give a quick shout-out to Emily.  She's done a great job backing me up recently when I've been gone, and she even proposed and bound a new business account while I was out.  She's a great team player and is always happy to help out when asked without any complaints.

Laura and I have been working together on event planning, and I can’t say enough about her incredible organizational skills. She not only follows through on every detail but also has a talent for translating her ideas into actionable plans and her visions to paper. Our success wouldn’t be possible without her support. Laura treats our entire team as her clients, approaching her work with grace and a calm demeanor, always ready to tackle challenges collaboratively. I appreciate you, Laura!

Brandon has stepped up to lead the Charity Bags Tournament and has done a fantastic job communicating and keeping it going during a very busy month. I am extremely impressed with his enthusiasm and passion for giving back. He's also led many other charity initiatives throughout his time serving on the committee, and we couldn’t do it without him. He’s a true team player, and we are so fortunate to have him on the Charity Committee and at CG!

In the short time Irene has been at CG, she has made a huge impact!  Building and maintaining carrier relationships, marketing new and renewal accounts, assisting the marketing department, and being a Manager!  She does so much for everyone with a great attitude and smile on her face. And she always makes time to talk with me when I have questions or need support.  CG is so lucky to have you on the team Irene!

Cam has been an extremely valuable mentor and teammate as I moved into a complex book of micromobility. He is always willing to stop what he's doing to help me out, no matter how big the task at hand is. I’ve learned so much from him as he’s extremely efficient, intelligent, professional, and kind. Recently I had to step away from work for an unexpected extended time, and on top of his very busy work load he managed to keep things moving. I’m so grateful to have a team member as talented as him!