August Leadership Update

ASSUREX OPERATIONS & COMPLIANCE MEETING RECAPS Meghan Brown shared insights from the recent Assurex Global Operations Meeting. The conversation centered around how other agencies are approaching their Total Rewards philosophy, supporting tenured employees who are transitioning into retirement, and hybrid workplaces. We were glad to hear similar offerings within People & Culture, and were most appreciate to have connected to some really great folks in HR roles at similar size agencies.   Sarah Kaster also shared an update from her Compliance Meeting held in July. She noted the increasing number of in-house compliance roles at other agencies—and we’re not an anomaly by having this as a fractional role. She also shared that Benefit Comply has merged with other companies and is now called Lumelight. This gives us even more opportunities to streamline our compliance support through one centralized vendor. The great news is that Benefit Comply was already a strong partner, and the additional resources available through Lumelight will only enhance our client experience.

BEST PLACE TO WORK Meghan Brown also shared highlights from our Best Places to Work – Business Insurance survey. While we’re still awaiting the formal ranking, we’ve received the internal results to review.   The headline: we maintained a 96% engagement score. That’s not only impressive on its own—the market benchmark is 90%—but it’s especially noteworthy considering we achieved this together during a year of major system change.   We can't thank you enough for your kind words and honest ideas as we read through the survey feedback. We’ll continue to lean into themes by department and work toward keeping your trust and support in the year to come.   Department leaders will soon receive more detailed results for their teams. These will highlight what’s working, what you’d like more of, and where you’d like additional information or support. This will also serve as our launching point for refreshing our own internal Pulse survey. Don’t worry—we’re thinking less frequent (definitely not monthly) and fewer questions. But we do want to stay connected to how things are going in real time, so we don’t need to rely solely on outside surveys once a year.   Spotlight on a 10-Year Vision 1-Year People & Culture Goal: Revamp employee engagement surveys