August Leadership Update

NETWORKING GROUPS
We continue to discuss how we are leveraging the knowledge and network of other large privately-owned independent agencies. Connecting with other strong privately-owned players can support us as we strive to win new business or retain business against the larger insurance brokers (like Marsh, Aon, Gallagher, etc.) We discussed what topics would be most beneficial for us to brainstorm and discuss with other key players. The topics included building out a Segment strategy, Systems, International Placement, AI, and automation.
 
Expect more updates in the coming months on this topic.