February Leadership Update

February 16, 2024

Leadership Council - Feb 16, 24

We discussed the kick off to the "Single System" project. Our goal is to have every department, save QP, all working from one system (CL, PL, EB, Producers, Accounting, Life). Qualified Plans (401k) will remain outside of the system to ensure their client data, which is highly regulated by the SEC, is outside of our system and domain. That said, we do plan to track which clients are 401(k) clients, so we can run better reporting and find cross-sell opportunities from this single system.

This initiative marks a significant step in our long term commitment to enhancing our operational efficiency and ensuring we have the best tools in place to support our work.

Over the next two months, we will be conducting an in-depth comparison of the systems offered by two leading companies in our industry: Vertafore and Applied. Our aim is to perform an "apples to apples" comparison of these platforms. This is a comprehensive evaluation to determine which system best meets the needs of our entire company.

The outcome of this project will play a crucial role in shaping our long-term operational capabilities and, ultimately, our success.

We reviewed a draft of our 10-year vision and the 2024 initiatives that were provided by managers and teams. Thanks for everyone who has shared ideas! We will be sharing the final copy of the document at our February 29 State of CG meeting.

We believe recognition is important to motivating individuals and rewarding our team for work well done. We talked about ways we could increase recognition across the company. We brainstormed ideas and decided to continue the conversation in the next month. 

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