Recognitions

I wanted to take a moment to recognize Andrew for going above and beyond his role to support IT and our San Antonio office!

When our team needed help getting a new network switch configured and ready for our San office expansion, Andrew stepped up without hesitation. Despite this falling well outside the typical scope of a producer, he rolled up his sleeves and brought his skills and initiative to the table, ensuring our infrastructure was properly set up.

This kind of team-first attitude and willingness to do whatever it takes makes a huge difference. Thank you, Andrew, for your flexibility, your effort, and for helping set our San Antonio team up for success!

I want to recognize Sarah Kaster for the incredible support and positivity she brings to our team every day! Beyond her professionalism, Sarah is kind, thoughtful and a genuinely bright presence in the office. She creates an environment where people feel supported and comfortable asking questions and that has a meaningful impact on our team culture. Thank you Sarah!

Sophie! Thank you for juggling all your jobs at the front desk! And mostly for helping personal lines with all of our phone calls! It’s not always easy, but as our first line of defense, I’ve heard nothing but great compliments from customers of your service and attitude! Any project that is thrown your way, you’ve helped me with a smile, and it doesn't go unnoticed! Celebrating you and your new role in the training program!

Just wanted to shoutout one of the most supportive and exceptional leaders I have worked with, Randi Gillen. Randi truly cares about her team and will jump in to make sure everyone has what they need to succeed. Whenever I'm not quite sure how to proceed, Randi always provides her honest feedback while also sharing what has worked well for her and clients in the past. Within the last couple of months she has taken the time to simplify and improve some of our processes which has been a huge time saver. Thank you, Randi for everything you do to support me and the rest of the small group team!

In honor of International Women’s Week, I’d like to give a special shout-out to the incredible women in our Accounting Department. Our entire Accounting Team is truly amazing — your dedication, attention to detail, and commitment to excellence do not go unnoticed. This week, we especially celebrate the talented women on our team whose expertise, professionalism, teamwork, and kindness make a meaningful difference every single day.

Kim - Your gentle approach, stability, knowledge and willingness to help our team are appreciated. You are truly a gift.

In honor of International Women’s Week, I’d like to give a special shout-out to the incredible women in our Accounting Department. Our entire Accounting Team is truly amazing — your dedication, attention to detail, and commitment to excellence do not go unnoticed. This week, we especially celebrate the talented women on our team whose expertise, professionalism, teamwork, and kindness make a meaningful difference every single day.

Krista- Your attention to detail, willingness to take the lead on a project and steady support to our team are appreciated. You are truly a gift.

In honor of International Women’s Week, I’d like to give a special shout-out to the incredible women in our Accounting Department. Our entire Accounting Team is truly amazing — your dedication, attention to detail, and commitment to excellence do not go unnoticed. This week, we especially celebrate the talented women on our team whose expertise, professionalism, teamwork, and kindness make a meaningful difference every single day.

Carrie- Your concern for team members, expertise and willingness to help our team are appreciated. You are truly a gift.

In honor of International Women’s Week, I’d like to give a special shout-out to the incredible women in our Accounting Department. Our entire Accounting Team is truly amazing — your dedication, attention to detail, and commitment to excellence do not go unnoticed. This week, we especially celebrate the talented women on our team whose expertise, professionalism, teamwork, and kindness make a meaningful difference every single day.

Tori- Your willingness to help team members, take on new projects and your strong work ethic are appreciated. You are truly a gift.

Thank you, Mady, for recruiting me and so many others to Christensen Group. Your ability to sell the truly exceptional aspects of this firm are invaluable to our continued success and growth. You are truly what makes CG special. #cggivesforher

Sending a HUGE shout out to the one and only Laura Falconer. I would like to recognize you for all the incredible support you provide our team every single day. You consistently go above and beyond, balancing your busy schedule to assist, guide, and - most importantly - listen to us. Your empathy and dedication is instrumental to our success and a perfect reflection of our company core values. Thank you, Laura, for everything you do! You are simply the best!!

Stacy, thank you for your leadership, patience, and integrity. You’ve pushed me to grow, supported me through every challenge, and believed in me even when I didn’t believe in myself. I’m so grateful for your guidance and the example you set every day. Thank you for all you do! #cggivesforher

I want to recognize Laura, our Agency Services Project Manager for her outstanding level of organization - truly the most organized professional I have ever worked with. I marvel at her ability to keep complex projects aligned, timelines clear and teams coordinated. No matter how many moving parts there are, she brings structure, clarity & efficiency to every situation. Her attention to detail elevates the quality of all of our work. Thank you for setting such a high standard for leading with precision, professionalism and an unwavering commitment to excellence. Your organizational talent, kind heart & fun sense of humor is a true asset to CG! #cggivesforher

I wanted to give Barbie a shoutout for helping me troubleshoot some issues in EPIC the other week! Once Barbie decided it was an issue with EPIC, she called Applied with me and explained all the troubleshooting she did, and what errors she was receiving. She was able to push Applied to fix the issue so I could send out urgent items to a new client. Thanks, Barbie!

A HUGE Shout-Out to Lynn for her exceptional reliability to our Team every single day. No matter the challenge or situation, I know I can count on Lynn to show up with clarity, support & steady leadership. This consistency creates the foundation for our Team to move forward confidently, even when things get complicated. Lynn's support isn't occasional or conditional; it's dependable. She follows through, stands behind our Team and makes sure we're not navigating obstacles alone. That kind of reliability makes a meaningful difference in how we work & grow. Thank you for being a Leader who can always be counted on! #cggivesforher

In honor of International Women's week, I would like to send a shout-out to Jenn Wendorff. You are the person who keeps our team running smoothly, and while that work might happen behind the scenes, its impact is felt every single day. You manage the details that allow the rest of us to focus on our work. You anticipate needs before they arise. You organize chaos into clarity. You turn overwhelming projects into manageable workflows. Simply put, you make everything work.#cggivesforher

In honor of International Women's week, I'd like to send a shout-out to Kyza Engelson. Watching you step into your position has been nothing short of impressive. While many people take months or even years to find their footing in a new role, you've hit the ground running with a level of competence, professionalism, and confidence that's remarkable. You're not just meeting expectations—you're exceeding them, and doing so with grace and determination.#cggivesforher

In honor of International Women's week, I would like to send a shout-out to Alyssa Blake. You consistently go above and beyond—not because you have to, but because that's simply who you are. Whether it's jumping in to tackle a challenging project with enthusiasm, or being the first to offer support when someone is overwhelmed, you show up fully every single day. Your willingness to learn, grow, and contribute is inspiring to witness. #cggivesforher

I want to give a big shout-out to Barbie for the fantastic weekly video lessons she shares with the entire company. Even though we're not in the same department, I always learn something valuable from her tips. Her explanations are clear, concise, & incredibly helpful as we all get comfortable with Epic. Thank you, Barbie, for putting in the time each week to make these quick lessons -- your effort truly makes a difference!

In honor of International Women's Week, I want to send a shout out to Ginny Hosley. You've shown us what it means to be both competent and kind, ambitious and collaborative, experienced and endlessly curious. The way you approach problems, support your colleagues, and maintain your integrity sets a standard we all aspire to reach.#cggivesforher

Becca is so great to work with and is always eager to help out. She makes the final projects even better than expected and always turns them into super helpful tools. We are so lucky to have her on our team. #CGGivesForHer

April, you have been a pleasure to work with this week while covering for my CM! Your willingness to help out has not gone unnoticed, amongst your own busy week that you have had with your own book. I appreciate your help!

While my CM was out, Amanda was a wonderful back up to work with. We received a new business that needed to be completed by this upcoming weekend, and she stepped right in and assisted in every way possible. The teamwork and positivity she demonstrated during the week was superb. It was a pleasure working alongside you this week Amanda! Thank you for all that you do!

I want to recognize Amy and Brooke for their exceptional partnership and execution on a highly compressed March 1 renewal. After securing a BOR in mid-January, we had less than three weeks to complete marketing, finalize plan decisions, and implement open enrollment and they immediately mobilized with a clear plan and steady leadership. Every milestone was met, open enrollment closed seamlessly, and files were submitted to the carrier ahead of schedule. The CFO said it best: “I know we are in great hands with Amy and Brooke.”

I want to recognize Amy and Brooke for their exceptional partnership and execution on a highly compressed March 1 renewal. After securing a BOR in mid-January, we had less than three weeks to complete marketing, finalize plan decisions, and implement open enrollment and they immediately mobilized with a clear plan and steady leadership. Every milestone was met, open enrollment closed seamlessly, and files were submitted to the carrier ahead of schedule. The CFO said it best: “I know we are in great hands with Amy and Brooke.”

Jenna has been an absolute lifesaver in helping us with a renewal and related activities while the team is down a player. Thank you Jenna for always being willing to help out, and taking on additional work for us!

Recently Irene assisted in trying to get me a carrier login. I misread an out of office message for someone else and thought that I was to reach out to Irene for help. While this was not her job to cover for this person, she was more than happy and jumped on getting ahold of the carrier to help me out. She demonstrated willingness to help, teamwork, and a timely response. I appreciate your help Irene, and promise to read out of office replies correctly going forward ha!

Congratulations to Dawn Blaisdell. Dawn has been selected by SFM to have a seat at the table during SFM's Inaugural Service Panel. Dawn will represent CG as one of nine agency partners who will share her expertise and provide feedback on SFM’s digital experience. Thank you, Dawn, for having a positive impact on our carrier partners and strengthening our relationship with SFM.

Recently Laura helped get my license moved from Minnesota to Iowa after moving, to which we ran into some issues along the way. She was prompt on getting this taken care of, and made many phone calls to make sure she understood correctly every step. Even with the issues we ran into, she never got frustrated and showed patience, knowledge, and willingness to help. Thank you Laura for all of the help!

You consistently go above and beyond in your role, always offering help with a positive and caring attitude. Recently you took time out of your busy day to assist a customer with an email/IT issue - even though it wasn't your client. That type of kindness and teamwork is what makes a real difference for everyone around you. Thank you for being such an amazing co-worker!

Kyle,

You offered a gesture of kindness to help support me recently when I needed support, but perhaps was afraid to outright ask for it, and it did not go unnoticed. It reminds me of what drew me to CG, what makes me stay and what I strive to be for others inside and outside of our organization. The lift for you may have seemed small, though the simply fact that you stepped up to support me was so large, powerful and I appreciate you. Thank you for living what I see as our culture brought to life.

Becca, you were instrumental in the release of a recent project that we have been long working on. Throughout our timeline, you were flexible with your adjustment, prompt with responses, quick to identify solutions and eager to ensure it was all working as would be beneficial to all the end users. I so very much appreciate the passion and enthusiasm that you come to project with and the way that you approach with curiosity. I so appreciate your collaboration on any projects that we have worked together on. Thank you for being a great teammate and advocate for solutions. I appreciate you!

I wanted to take a moment to recognize Jenn for the outstanding work she's been doing with our clients. Recently, we had a client with HR turnover right as open enrollment ended. We've been working with an entirely new team while simultaneously getting them up to speed and cleaning up from open enrollment which means juggling a lot of moving pieces at once. Jenn has been absolutely stellar through it all. She's been incredibly kind and patient with the new team, thoroughly explains everything in a way that anticipates follow-up questions before they even arise and maintains a sense of urgency that keeps everything moving forward smoothly. Her attention to detail and proactive communication have made what could have been a really rocky transition feel manageable. Our client is in great hands and I'm grateful to be working alongside someone who handles complex situations with such grace and professionalism.

Katie recently jumped in to identify an account issue and worked diligently to get the billing squared away. She went above and beyond to make sure everything was handled correctly on our end (and with the broker), and her extra effort did not go unnoticed. You are a true team player—thank you, Katie, for your dedication, support, and expertise!

I had many questions at open enrollment time for my personal benefits, and Carolyn was very responsive and helpful the entire time. Not once did she make me feel like a burden for reaching out to her. Then, when reviewing my elections, she noticed that I had missed something and asked if she would like me to revise. While this missed item was not detrimental and would have been fine if it was missed, the fact that 1) she was so thorough to catch it and 2) she took the time to reach out and then revise my elections speaks volumes on her outstanding work and care. We are so very lucky to have someone so dedicated to us and our families. Thank you so much Carolyn!

Ethan is very prompt, approachable, and reliable. I have submitted several tech support tickets with laptop problems, and Ethan has been attentive to all of them and ensuring the issues get resolved. Very grateful for Ethan and his calm presence and fast problem solving skills! Keep shining, Ethan!!

Shoutout to Sam for always being willing to jump in and help push charity donations through, even when they come up last minute and need to be done fast. I really appreciate how you’re always ready to put it in front of other tasks when needed and still handle it in such a calm, friendly way. Thanks for being a solid team player.

Kristina was absolutely amazing in filling in for a team member with getting two significant wins for Texas across the finish line. Imagine a player stepping up to the plate to pinch hit and hitting a walk-off grand slam or coming in cold and sinking a 3-pt buzzer beater from mid-court or maybe throwing a 60 yard halfback pass for a game winning touchdown…whatever your favorite clutch moment in sports is, Kristina did that in insurance! Both accounts had several moving parts (different carriers), pending subjectivities, and the only advance notice was a phone conversation while bind orders were being submitted, and then Kristina ROCK’D IT!
Her time and effort is truly appreciated and is deserving of an agency wide shout out as the fans storm the field.
Great work Kristina!

I want to express my sincere appreciation to April for stepping in and assisting with my upcoming contractor renewals. With minimal direction, she immediately took initiative—reviewing quotes, preparing proposals, updating INDIO, and sending everything to the insured for review. Her ability to dive in and handle these tasks so efficiently was truly impressive. April’s help made a significant difference, and I am extremely grateful for her help! Thank you, April- so happy to have you part of the CG team!!

A huge THANK YOU to Ashley Volk for stepping in and helping with an important client renewal the day before a holiday! We would not have gotten this over the finish line without you. Your positive attitude and willingness to help is appreciated beyond measure! I can imagine most days are not your own - thank you for helping so many every day - CG is lucky to have you!

We are so lucky to have Deb as a part of CG. I have needed to reach out to her on countless occasions for questions or assistance. She knows so many books of business like the back of her hand, and she is always happy to jump in and assist me. Deb also is always full of positivity when assisting and never makes anything feel like too much to help with. Thank you so much Deb for all of the help!

Sarina consistently delivers. Whether it's reporting, commission related questions or general knowledge, Sarina is timely, kind and thoughtful with her deliverables and responses. I very much value and appreciate working with her.

Ethan was a true player during our Q4 printing. He worked individually to help people troubleshoot, stayed late to ensure printing stayed on target with deadlines and did it all with a sense of calm, compassion and patience. Not easy with all the printing we do! Thank you, Ethan!

I just wanted to give a big thank you to Katie for all the billing help. She was willing to jump on a call with me at 5pm and walk me through everything, and I truly appreciate her time and patience. Thank you for being a great resource! CG is lucky to have you. 

I want to take a moment to acknowledge the appreciation I have for working with Kelly! She never fails to amaze me in her willingness to step up, pick up and move ahead with accounts as we transition from Placement to Service; I know and appreciate it is challenging to start up where someone else leaves off but she does it with such finesse and ease! So often there is so much open follow up and/or questions to be answered; Kelly does a great job of reviewing the tasks and moving them forward and/or asking questions if needed; she defines TEAM player and always steps up!! HATS OFF to you Kelly for taking such great care in servicing our new and/or renewal business!! GO KELLY!

Laura did a FANTASTIC job on planning the Carrier Appreciation Event. The ambiance, the set up, the food, the custom cocktail/mocktail (such a pretty drink!), the gifts (so many compliments!), and the organization with the volunteers made this a wonderful event. The amount of detail into this I am sure took weeks. I can't wait for next years event! Thank you Laura for all of your hard work!

Gavin is just the best! Whether it's a new request or a messy mystery he has been there without hesitation every step of the way to help. Gavin is always thorough and clear in his communications and provides thoughtful updates to our team. I can't say thank you enough for all the help and support Gavin has provided to myself, my team and our clients - we couldn't do our jobs without you!

Grace has done a great job stepping in and assisting with monthly accounting reports! She has great attention to detail, asks thoughtful questions, and keeps things organized. In turn, things have running smoothly and accounting deadlines have been met each month with no issues. Thank you Grace for contributing to this vital process!

I want to take a moment to recognize the outstanding work Jennifer Garcia has been doing for our Employee Benefits team in San Antonio. Over the past several months, she has consistently demonstrated an exceptional level of detail and ownership in onboarding new clients. Jennifer has a talent for digging into the nuances, identifying issues early, and ensuring each group transitions smoothly and confidently. That level of thoroughness doesn’t just prevent problems, it builds trust with our clients from day one. Her impact hasn’t gone unnoticed. One client recently referred to her as a ROCKSTAR, and I couldn’t agree more. Jennifer’s professionalism, follow-through, and reliability continue to elevate the experience we deliver and will remain a key driver of our long-term success in the San Antonio market. Grateful to have her on the team and excited for everything we’ll accomplish with her contributions on the service side.

Sean has recently took on marketing new SBA accounts, both referrals and call ins and has done a wonderful job. This has given Sean the opportunity to learn our markets, learn unique coverages and how to gather pertinent underwriting information. Congrats to Sean for adding several new CG clients to our book!

Bethany has been such a great addition to our team! She asks all the right questions and is very detail oriented. She isn’t afraid to pause and clarify what’s being asked so that she does things right the first time. She joined our book during our busiest time and not only kept up with the fast pace and high demands but did it with positivity and an eagerness to learn. I appreciate that she likes to know the why behind what we are doing so she can fully understand the process. Bethany is hard-working, intelligent, kind and overall a great person. I am grateful for all her support and feel very lucky to have her on my team!

Deb is an amazing asset to CG! Every time I work with her, she goes above and beyond what’s being asked. She is extremely knowledgeable, hard-working and her attention to detail is incredible. Recently I was backing someone up and was not familiar with the account or the financing they were trying to put in place. It was late in the day on a Friday and the client needed to pay that day to avoid cancellation. When I called Deb, she immediately jumped in and made some phone calls to figure out how to get it done. She was so positive and helpful and I was so appreciative of her support. To have someone like Deb who is willing to drop everything to help solve a problem is so valuable and I’m extremely grateful for her. Thank you, Deb, for everything you do!

I want to take a moment to recognize Kelly for her excellent handling of a recent client issue. Because of her clear and detailed documentation, I was able to quickly step in and work with the carrier to correct an error on their part. Kelly was responsive, helpful, and appreciative throughout the process, and even though the issue was not caused by us, her concern for the client’s experience truly stood out. Her attention to detail and passion for doing things right make a real difference, especially in situations where we need to request a correction or favor from a carrier. It’s a great reminder that the devil is in the details and details matter, and Kelly’s diligence is a perfect example of how strong documentation and teamwork lead to successful outcomes. Great work, Kelly, and thank you for collaborating with me to solve this issue for the client! I so enjoy working with you.

Nancy embodies the meaning of "team work makes the dream work!" While needing to utilize PTO for an unforeseen circumstance, Nancy picked up right where I left off without any hesitation and/or cause for concern. Upon my return and reviewing the file, her execution seemed effortless (plug for the rest of the placement team) and more importantly, she displayed a professional and positive attitude throughout her involvement. Even when I sent a personal note to thank her and say sorry for the extra work, she replied with "Why the apology? I am so very happy to help you!" WOW! I've shared there's nothing glamorous about "insurance," and at times, our day to day duties go unnoticed and/or unappreciated with the thought of being "your (our) job, it's what you're supposed to do." So an effort and attitude like Nancy displayed must be/should be recognized! Plus, the unity within the Risk Placement team makes them one of the best teams I've been a part of! So shout out to Nancy and the Risk Placement team!

Grace has come into a new industry with a curious mind, asking questions and being willing to step up and help while stepping out of her comfort zone. She has a bright personality and always brings cheers to the placement team. Her time here has been very valuable to us in supporting the Risk Placement Executives.

Sophie has been a wonderful addition to our CG team! She jumped in eagerly to meet people, is always so approachable and kind when we talk and never afraid to offer assistance. I see her going far and doing incredible things! Her positivity is contagious and appreciated! She has been very helpful with me navigating some specific and intentional gifts of appreciation to some of our carrier partners without hesitation.

Laura has been instrumental in assisting with organizing not only the MN Carrier Appreciation but then we also threw TX Carrier Appreciation at her.

She has been incredibly patient, responsive and a cool, calm and collected presence in the planning process. I appreciate her more than I can share and could not do this without her.

Ashley is such a dream to work with. I know that I can throw a lot at her last minute, and she takes it in stride and with grace! She is always willing to come with a solution to a problem, and is the first one to offer to help when any problem arises. I so appreciate her and her partnership!

Kyle has been incredibly helpful and willing to do anything when it comes to projects, presentations, etc. at the drop of a hat! He comes up with the most creative ways to keep our employee-owners involved and engaged, and is willing to jump in and assist when needed. It is so appreciated, and never goes unnoticed! Thank you, Kyle!!

Laura is always on top of it, and even helps keep me organized with all of my crazy ideas! She has been a huge help with ESOP Week, and is always willing to step in when I need her to. Thank you, Laura! You are such a team player, and it really means more than you know.

Ellie was paired up with me as my CST buddy, and she has been great. She has so much knowledge between policies and Epic, she is a constant help to me. Even when we are dealing with a specific segment of insurance that neither of us are familiar with, she really digs in and helps figure out the answer. It's been great getting to work side by side with her and get to know her. Thanks Ellie!

I want to recognize Heather for being patient with me and answering my millions of questions relating to some trickier client accounts. Thank you for providing feedback when needed and all the resources I need to excel in the daily client servicing tasks! It is very much appreciated.

Kim is inspiring, encouraging and leads by example. She advocates for her entire team and we are so appreciative that she goes the extra mile for us. She takes the time to explain not only the procedure but the reason for the procedure. She always makes me feel heard and supported. She truly is the epitome of what a Team Lead is and I am so fortunate to work with her and can’t thank her enough for all she does on a daily basis. 

It was no fluke that Matt was selected as an Ardelle winner! His willingness to jump right in to claims situations and point clients in the right direction is much appreciated. Matt makes my job 10x easier!

**Kim leads in a way that consistently inspires and uplifts those around her. Her unwavering commitment to supporting others—whether it's clients, colleagues, or the community—reflects a deep sense of empathy and purpose. She doesn't just do her job; she makes a difference. ** I truly appreciate all that you do, Kim—your impact doesn’t go unnoticed!

I want to take a moment to express my appreciation for Kim. She has been an incredible support system, always there when I need help troubleshooting issues or navigating challenges. Her dedication to not only the team's success but also to each individual’s growth is truly remarkable. What stands out the most is her genuine care. Whether it’s taking the time to explain something clearly or offering encouragement during tough moments, she always makes sure I feel heard and supported. It’s rare to find someone who balances both leadership and empathy so well, and I feel incredibly lucky to get to work with her. Thank you, Kim, for being such an amazing mentor, problem-solver, and overall fantastic person!

Kim is an amazing Team Leader who genuinely cares about her team. She goes above and beyond to make sure each one of us has the tools needed to succeed at what we do. She keeps us all informed about changes , procedures and agency updates. To be sure everyone was comfortable working with and using Epic, Kim set up training sessions for us as a group and individually. She steps in to help when one of us is out of the office. She turns a mistake into a learning opportunity, not a criticism. She brings a positive attitude and energy to all that she does. When there is a concern or question, Kim listens and gives knowledgeable and concise replies. Kim is an incredible advocate for not only for her team, but also for what's best for CG. She is kind, caring, wonderful to work with and epitomizes all that a leader should be. I am very fortunate to be working with Kim and to be a part of her team.

Daily Ashton gets messages from me and she is so patient and kind, even if I have asked the same question in the past. I have so much respect and admiration for her work ethic, attitude, and helpfulness each and every day as I learn her book. Having had to take some personal time off, she stepped right into helping back me up on my work so that when I came back, it was easy to breathe and not feel overwhelmed - even tho I know that she is extremely busy. Ashton is so knowledgeable in every area of her work, and I am so thankful that I get to learn from her each and every day. I am excited to learn and work alongside her going forward, and hope we get to do this for a long time. Thank you so much Ashton for everything!

I truly believe that I am one of the luckiest people at CG because I get to work with Meghan every day. She is always open to helping me out with questions as I learn her book, listen to my ideas, and even just listen whenever, no matter what it is. Doesn't matter how many times I might ask the same dumb question over and over again, she answers quickly and with understanding as I'm still learning. Not only is she understanding and nurturing within her role as my manager at CG, but she also applies that to my personal life as well. I am so honored to be chosen for her team, and can't wait to see where the years to come take us. Thank you for being awesome, Meghan!

Jenn is such a wonderful part of the team! She is not afraid to take a task through the full life cycle and just makes things so much easier on the whole private client team. The best part is, she always has a fantastic attitude and her positive mindset is contagious. You rock, Jenn!

Grace recently stepped up with a large Project and diligently worked side by side with me until we were finshed. This took days of our time to enter and finding items on a spreadsheet that did not match the policies that we were entering. A Lot of going back and forth and lots of hours. We just got that all enterred a week or so ago, when the renewals starting coming in this week with new limts. This account was a "Rush job" to get entered. She and her Training partners took there time, updated all we had available and I appreciate their time!! The Trainees will all be a great asset to CG!!!

Macy also recently stepped into helping with a Project that was a Rush for a New Account. Just coming back off a week of PTO, I found myself in a dilemma of not being able to get this project done and ready. The Trainees all stepped up and in one day knocked out all of the accounts that were ready to be entered. They put everything aside, divided up the accounts and took on this project with no qualms. The Trainees will all be a great asset to CG!!!

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

Recognition for Aaron from one of our clients!
"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. 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."

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.