February Leadership Council Update

February 8, 2022

Leadership Council - Feb 8, 22
TECHNOLOGY INITIATIVES

Discussed the WebEx phone roll out and some outstanding issues. We shared a phone survey would go out soon, collecting users' preferences on a soft phone or physical phone. We discussed options for a Conference Now replacement, and we ultimately decided to upgrade to Microsoft Team conferencing.



2022 SALES GOALS

Tyler Simmons, Producer Council Leader, provided an update on our overall new business goals for 2022. In case you didn't know, all producers submit their personal new business goals through Salesforce. Each monthly sales meeting, the sales teams gets an update on new business growth and how we are trending towards the goal.



RETURN TO THE OFFICE

Discussed any outstanding questions the team had about returning to the office and how to maintain a level of flexibility in our culture. As a follow-up, Sam Olinger sent an all-company email with clarifying points in mid-February.
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