September Leadership Update

September 27, 2023

Leadership Council - Sep 27, 23


Now, we can share more updates about this secret networking group we’ve been discussing over the summer. We’ve officially joined Assurex. We’re excited to continue our onboarding processes with the Assurex team.

We have been partnered with a Mentoring agency, DeFendis, to introduce our team to the resources now available. Our department leaders are currently learning and understanding the benefits. Each department leader will be sharing information in the coming months. Specifically in P&C, we’re thrilled to introduce our Segment leaders to practice groups (focused groups of sales/leaders in that industry) in the next few months.

We are still early in the process. We will share more as we know more.  

Personal Lines Update

We previewed the email message Bruce will be sending to all Personal Lines clients. All employees received a preview of the message on September 22. This is anticipated to be sent the first week of October.

2024 Health Plan

We discussed our initial plans for 2024 CG Medical Plan. Our final decisions will be made in the next 6-8 weeks. Heads up: Open Enrollment is mid-November for the 1/1/24 plan.

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