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2026 OFFSITE PLANNING We had a lighter meeting this month, focusing primarily on preparations for our 2026 Offsite.
What's the Offsite? This is where our department leaders come together to build the upcoming year's annual initiatives. While not everyone can attend in person, we want to emphasize that you will be involved in the process.
Pre-Work & Your Input As part of our preparation, we've asked leaders and their teams to discuss two key questions related to AI and workflow efficiencies:
- What problems could we solve with AI?
- Where do you spend time on workflows that we could make faster?
We Want to Hear From You Don't wait for someone to ask. If you have ideas, bring them up now. We want all suggestions raised—that's the spirit of our employee-ownership model. If we do this right, we're going to positively impact all our key stakeholders: clients, carriers, and co-workers.
Next Steps Talk to your leader or anyone on Leadership Council if you have suggestions to consider.
**When do we hear more about the Offsite? **At the next State of CG, February 4, 2026. We’ll share the 2026 Initiatives and focus areas for 2026. Hint: AI will be major focus area.
