January Leadership Update

January 25, 2024

Leadership Council - Jan 25, 24

PERSONAL LINES As a follow up to our December meeting, we discussed our approach with Personal Lines. As a reminder, Personal Lines clients are facing challenging times. There is less of an appetite from carriers to write new business. Carriers renewing business are giving major increases, if they decide to renew at all. Our Personal Lines team is staffed with amazingly talented folks. We have an opportunity to win business or plant seeds to win business in the future.   At a recent Sales Meeting, Tony Larson (Personal Lines Practice Leader) reiterated the market conditions and talked to producers about how they might set expectations with Personal Lines referrals. We are open to consulting and advising clients, however we need to understand most clients won’t have options to move now. We believe having consulting and advising conversations with prospective clients now, and then consistently following up when the market softens, is a smart long-term growth opportunity.

2024 STRATEGY PLANNING SESSION We hosted a session on January 22 with all managers (leaders of people) to discuss our 10-year vision for Christensen Group. It was an energizing day to hear ideas and what obstacles we may have to grow our business. On January 23, the Leadership Council met to refine and finalize the 10-year vision and 3-year goals.   Over the next 2 weeks, your manager will be connecting with your team to recap what we talked about and gather your ideas on 2024 initiatives/projects to tackle to assist in achieving the 10-year vision and 3-year goals.   We will host a State of CG in February or March and share the finalized 10-year vision, 3-year goals and 2024 Initiatives. We look forward to hearing from the team what ideas you have!

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