November Leadership Update

DIVERSITY, EQUITY & INCLUSION (DEI)

We discussed interest in the Diversity Task Force. We have 7 employees who will actively shape our Diversity focus areas and action items in 2023. The Diversity Task Force will first meet on December 7 and will share updates with the Leadership Council.
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SALES TEAM

We discussed how we can review books of business on an on-going basis. How can we ensure we’re serving our clients, taking on the right types of work, placing it in the right markets and not overburdening the team with noisy accounts.  This was a brainstorming topic and there will be more follow up directly with producers this idea.
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STRATEGIC INIATITIVES

We asked each department leader to start drafting 2023 Strategic Plans. 2022 was a year of transformation, an acquisition and huge growth. We challenge our teams to think about how they can settle into the growth from the year and start to normalize the workload and find process efficiencies.