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A QUICK NOTE We recommend you revisit the 2025 Strategic Plan as we close out the year. Our recent meeting highlighted strong momentum across several key initiatives that are shaping our future and reinforcing our commitment to operational excellence and community impact. View the Strategic Plan
CHARITY DONATIONS We're thrilled to share some incredible news: CG has been awarded $10,000 from West Bend! This generous contribution is divided into two impactful allocations. The first $5,000 comes from the Spirit of the Silver Lining program in support of our CG nomination of You're Not Alone. Thank you to all employees who participated in voting for which charity we nominated for the Spirit of the Silver Lining-your voices made this happen. This award will be formally announced in the Spring at the Silver Lining Agency Management program. You're Not Alone is committed to supporting whole-person health and well-being, with a focus on mental health. Through a community-based network of peer leaders who share their lived experiences, they create a compassionate space where individuals facing mental health crises can find acceptance and support without judgment. By fostering peer-to-peer connections, they empower individuals and their loved ones to navigate challenges together, building resilience through compassion, empathy, and understanding. The Charity Committee will be guiding where the next $5,000 in additional dollars from West Bend charitable contributions will go. We're grateful to West Bend-a great carrier partner of ours-for their continued support of the causes that matter to our team and community. Spotlight on a 10-Year Vision: Be invaluable to the Communities We Serve
OUR STRATEGIC OFFSITE Planning is underway for our Strategic Offsite, where our department leaders will come together to build the upcoming year's annual initiatives. While not everyone can be present at this meeting, expect to be involved in the process. You should be hearing from your leaders-asking you: What problems could we solve with AI? Where do you spend time on workflows that you think we could make faster? Don't wait for someone to ask you either. If you think of something, bring it up. We want all ideas raised up-that's the spirit of our employee-ownership model. If we do this right, we're going to positively impact all our key stakeholders: clients, carriers, and co-workers.
E&O - TOP 20 ACCOUNTS REVIEW We're refining our process to audit and verify coverages on our Top 20 accounts agency-wide, and we want to clearly outline how we're approaching this critical initiative. We're going to be discussing this primarily in P&C to start, and it will be a topic of conversation for each Segment as we land in this new structure. This is a major and important effort that requires the expertise of our most experienced employees to thoroughly review coverages and ensure we're providing the highest level of protection and service to our largest clients. By continuously improving our E&O protocols and leveraging our team's deep experience, we're strengthening our risk management practices and reinforcing our commitment to excellence. Spotlight on a 10-Year Vision: Products & Services - Define, or evolve, our service model by revenue size
FANS FIRST LEADERSHIP A few members of our team recently attended a leadership chat with Jesse Cole, CEO of the Savannah Bananas-the wildly popular baseball entertainment team that's reimagining America's pastime with sold-out stadiums and millions of social media fans (check out what they're all about!). Jesse spoke about the Fans First mentality and how you need to understand the friction points in the Fan (client) experience to truly build an experience they fall in love with. His insights on creating memorable moments and eliminating obstacles resonated deeply with our own mission to deliver exceptional client experiences. We highly recommend the Fans First book to anyone who is curious about transforming how we think about client service and engagement. Spotlight on a 10-Year Vision: Best in Class Client Experience
