Recognitions

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 demonstrated an extraordinary level of organization, commitment, and attention to detail that 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 and detail-oriented 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—collaborating with a dream team. This past year has been filled with learning new processes, collaborating across teams and countless long hours, yet through it all, 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. Your dedication to brainstorming, explaining, and teaching has made a lasting impact. ** Working with you, Linda and Kyle on the Epic project has truly been an incredible experience—collaborating with a dream team. This past year has been filled with learning new processes, collaborating across teams and countless long hours, yet through it all, 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. It is impressive how those skills have shaped our company over the last few years and will continue to do so going forward. Working with you, Linda and Tony on the Epic project has truly been an incredible experience—collaborating with a dream team. This past year has been filled with learning new processes, collaborating across teams and countless long hours, yet through it all, 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!

Laila has been such a fantastic addition to our CG Family!  She is so personable and kind and always has something nice to say.  Laila is always smiling and a joy to work with!  Love having you here with us Laila!

Tom worked with Klye Simmons & Becca Rockweel to build an airtable that will streamline the data collection of our CG Group Home program.  They have converted my "beast"of an excel spreadsheet which included12 yrs of data into a much easier format.  The new format gives me the ability to pull different types of reports, allow clients to submit their estimated annual payrolls directly into the system and eventually producers will have access that they can review data for discussions with their clients during the course of the year.  This was not small feat and will save me HOURS of time as I work on the renewal.

Becca has spent months working with Kyle Simmons to build an Airtable that will streamline the data collection of our CG Group Home program.  They have converted my "beast"of an excel spreadsheet which included12 yrs of data into a much easier format.  The new format gives me the ability to pull different types of reports, allow clients to submit their estimated annual payrolls directly into the system and eventually producers will have access that they can review data for discussions with their clients during the course of the year.  This was not small feat and will save me HOURS of time as I work on the renewal.

Kyle has spent months working with his team to build an airtable that will streamline the data collection of our CG Group Home program. He and his team( Becca Rockwell & Tom Broback) have converted my "beast"of an excel spreadsheet which included12 yrs of data into a much easier format. The new format gives me the ability to pull different types of reports, allow clients to submit their estimated annual payrolls directly into the system and eventually producers will have access that they can review data for discussions with their clients during the course of the year. This was not small feat and will save me HOURS of time as I work on the renewal. THANK YOU!!!

New business submissions have been flowing in at a steady pace and Gail has does an amazing job keeping up with the volume and works hard to meet the need by dates so that I can get them out to the markets.  Gail is a huge asset to the marketing team and I know, I for one, could not do my job if it weren't for her help on the onset of setting up the applications and then again on the backside updating applications with all the necessary changes that took place during the marketing process so that they are ready for the team to work with. Thanks Gail for being so good at your job and helping me daily!!!!   I appreciate you.

Barbie came into CG ready to rock and roll!  I appreciate how willing she has been to jump into things, info share, do research, tag team on clients, accounts and all the things that make work fun.  She is energetic, passionate and clearly wants to deliver an excellent product to our producers, service with hospitality and proud of her work product at the end of the day.  Barbie is an excellent addition to our CG team as we all continue to level up in this marketplace.  I appreciate her!

We received notice from a new client that they were hiring me as their agent and wanted to bind coverage with us on a Friday morning. They were set to renew the coming Tuesday, so we had a lot of work to do to get everything issued. They had over 300 certificates and 80 auto ID cards that Ashton spent all day Friday, worked into the weekend, and finished everything by Monday at noon. She never complained and made sure the client had everything they needed to make the transition as smooth as possible. Thank you Ashton for your hard work!

Laura has been incredible in stepping into various roles at CG, and I’m thrilled to have her on our team and a part of CG! She’s extremely helpful, easy to work with, and brings a great attitude to everything she does. I’m especially impressed with her speed and organizational skills, even when pulled in multiple directions. Thank you Laura!

Colton is always willing to assist and provide great advice. His knowledge, interpersonal skills and experience have helped me grow as an advisor. I appreciate his patience with me as I continue to learn.

Matt is AMAZING! I was in a car accident in August and my car was damaged. Matt gave me so much helpful information to navigate the whole claims process. I didn't even have to ask....he just offered me advice! Because of his knowledge and expertise, the process went very smoothly for me and I am so grateful for Matt! CG is very lucky to have such an outstanding employee! THANKS MATT!!

Cam continues to be awesome to work with. He has been great with our complex clients, taking on new projects and is proactive in preparing renewal items. Thank you to Cam for being a great teammate and for your responsive client service!

Thank you, Alicia, for your incredible hard work and dedication over the past three years on the charity committee. Your efforts have been instrumental in making a positive impact on our company and the community we serve. We truly appreciate your commitment and passion for giving back. Thank you for everything you've done!

I got a nice, appreciative comment for the good work that Wes Slaughter has done on behalf of his business with a client.

It's been a pleasure working with Mady. Her ability to listen, show grace, stay calm under pressure and respond quickly is unmatched. I truly appreciate all these skills (and more) when working with Mady. Thank you, Mady!

Nancy has a full plate often as she is so incredibly knowledgeable on markets, industries and relationships. When I asked for assistance on a few accounts while I was out of the office, Nancy was quick to jump up and offer assistance without hesitation. She is the true description of a team mate. Not only during this time, but she has always been willing to offer insight to me, drop knowledge on me and share ideas on accounts. Thank you, Nancy for supporting my transition to CG these past few months and most recently, backing me up while I took some time for family! I appreciate you!

Heather has been a huge help to me on a project that become a bit more difficult than we originally anticipated. Despite the challenges , she kept on it and really saved the day! Her incredible organization, hard work and communication through this whole process turned a tough task into a manageable one. I cannot say thank you enough to Heather for all she did!

Thank you to Michelle for her mentoring of new SBA team members. Her expertise, efficiency, patience and guidance is appreciated as these new team members learn the challenges of handling large and active books of business. Michelle is truly The Heart of the SBA team. Thank you so much!

Moriah took time out of her day to sit down and show me the ins and outs of a workbook in indio. When I reached out to Moriah asking if I could shadow her next renewal she was more than willing to let me sit down with her. She went out of her way to let me know when she would be in Eden Prairie next so that we could chat about it in person. People like Moriah (always willing to help) make it easier to learn. Thanks, Moriah!

Stephanie is ON-IT! She is prompt, on top of things, and not to mention - just an absolute pleasure to work with. Great communicator. Great collaborator. When a recent challenge arose surrounding ambiguity about future drug coverage creditability for our groups, Stephanie was a wonderful partner in dividing and conquering between Group Reps and Medicare Reps to help get the answers we needed so we could provide direction moving forward. Thank you, Stephanie.

Greta and I collaborated on a challenging renewal which the agency has controlled for a long time. She was incredibly patient in getting what was needed from the client, gracious in her appreciation of my assistance and very detail oriented. Working with Greta on this particular account showed me where I can grow professionally and do better. Anytime we can walk away from experiences with our teammates and learn from them, as well as see their incredible strengths, it is worthy of a highlight! Greta, thank you for your patience and pushing me to continue to be better! Your organization and attention to detail is an inspiration. I appreciate you!

Irene has been an absolute pleasure to work with so far. I've reached out to her multiple times for help on a renewal, advice on markets, etc., and she has been nothing but responsive, helpful and a huge resource for me to bounce ideas off of. Not only is she very knowledgeable about all things insurance, but she also loves to teach and mentor others, which makes a lasting impact on others career/development. I'm so glad she made the move to CG, that was a huge win for us!! Thanks for sharing all your wisdom and knowledge, Irene!

We had a Carrier Appreciation Event for Employee Benefits and Laura helped out tremendously! Between getting the nametags made, the food truck and gifts ordered and helping with day of things, the event went off without a hitch! The carriers were so appreciative and said that no other agency has done this for them! I couldn't have done it without her! THANK YOU LAURA!

Lauren is deserving of praise for her forward-thinking approach and leadership. Lauren has implemented technology that enhances and supports our book of business growth. A special call out for Lauren’s efforts in working on a complex reporting matter. This particular solve, requires meticulous attention and tedious work . I’m grateful to have her support in working through this process. This displays her commitment to our team’s success and her vision of our growth. I’m honored and excited to work with such a genuine leader! Thank you Lauren Miller! 

I wanted to take a moment to give a huge shout-out to Grace at our Monticello office. Grace has continuously impressed me with her positive attitude and eagerness to help. Her kindness and dedication to ensuring everything runs smoothly at the front desk make a world of difference. Thank you, Grace, for always going above and beyond. Your outstanding work and cheerful spirit are truly appreciated by everyone. We are so lucky to have you on our team!

Alissa and Kelly have been nothing but great to me since moving cubes! Whenever I have questions or need to pick someone else's brain they are always available. They never make me feel silly for asking a simple question - they push me to think more critically. They are both GREAT coworkers and team players!

Alissa and Kelly have been nothing but great to me since moving cubes! Whenever I have questions or need to pick someone else's brain they are always available. They never make me feel silly for asking a simple question - they push me to think more critically. They are both GREAT coworkers and team players!

I was working from the Monticello office one afternoon when a client came in to meet with Derek. This client was clearly unhappy with the service that they have received from another broker, and that carried into their meeting with Derek. Derek was able to confidently, kindly, and professionally put the client's mind at ease with our offerings and his calm demeanor. He let the client know that they were of utmost importance and that he would take care of them like he would his own family. I was incredibly impressed with his patience and willingness to work through all of the questions and concerns that the client had.

In a day where many are afraid to pick up the phone, I wanted to acknowledge how how amazing Shelby is on the phone with her clients.  She actively listens and responds to their questions, providing them the answers or guidance they need - with a professional and friendly manner.

A quick shout-out to Mady, who plans and executes so many of our events at CG. Her creativity and thoughtful planning always consider the needs of both in-person and remote employees. Mady's positivity and enthusiasm for her work are truly inspiring. She is an incredible asset to our organization, consistently impressing me with her willingness to innovate and create exciting new experiences for everyone at CG.

Amanda shouldered a lot of the responsibility for our legal seminar. Whether it was coordinating with the legal team, CG team, or considering client needs, Amanda was responsive, calm, positive and thorough. The event went off without a hitch, due in large part to Amanda's hard work and dedication. Thank you!

Chris is just wonderful to work with! I was out of the office a few weeks ago with sick kiddos and had an emergency risk that needed resolution same day. Chris handled everything for me and got it quoted with several carriers and bound same day. She helped me out in such a big way, just as she always does for everyone on the team. Cannot do this without you, Chris!

Jocelyn was a HUGE help to me today! She offered to split the workload of a large, complicated project. Without her, I wouldn't have been able to complete this by the deadline. I am beyond grateful for the fact that despite her busy workload she is always willing to help me out. She truly puts the T in teamwork and makes my day-to-day job go so much smoother!

Sean is just terrific! Always happy to help and amazing at what he knows and does. He's great for those of us (me!) who aren't "techy". Just an all around great guy. The world needs more of him!

It's truly impressive how Kate has seamlessly integrated into the team and made significant contributions from the get-go. Her hard work and positive attitude have already made a noticeable impact, and I have no doubt that she'll continue continue to excel.

Thank you for all you bring to our team! We're lucky to have you on board, and I'm excited to continuing witnessing all of your great success!

Cam,

Your continued growth and progress in both your professional and personal endeavors have been truly remarkable to witness.

Your dedication, hard work, and perseverance serve as an inspiration to everyone around you. It's been a privilege to see you evolve and excel in your role!

Coming full circle when our client recently sent the below note - it encompasses all of our company and team goals. Thanks for everything you do, Cam - I'm proud of you!

"Awesome, thank you so much Cam! Really appreciate the excellent service we've received so far from you all! Really takes a load off our mind to know that though we're a small team here, we have a great resource in you all to handle the insurance side of things. :)  "