July Leadership Council Update

tough markets

Florida and California continue to be difficult markets to place business in. We discussed various ways we can help our clients mitigate risk due to climate change. While we can’t control the weather, we can control our touchpoints with our clients. Our goal is to educate our clients and maintain their trust as their insurance advisor.

We discussed different client communication methods(webinar, videos, email blast) to share risk mitigating strategies and help them understand what’s occurring in the market place.

TECHNOLOGY STRATEGY

We are making progress on the Office 365 conversion. The first big step in moving closer to laptops. During State of CG on July 25, we’ll share more updates on the progress towards laptops.