02:00
The Townhall Starts in:
Townhall 101: Ground Rules
Mute & Camera Settings:
All microphones have been muted, and cameras are turned off for all participants.
Chat Functionality
The chat feature will be disabled during this session.
Questions:
We will be using the Q&A feature for questions (see screenshot below). Questions can be submitted throughout the townhall, and they will be addressed at the end of the session.
Welcome
2024 | Q4 Townhall
Building The Future: Success Through Tech & Lead Gen
Agenda
CelebrationsTech & Operations Update People & Culture Update Sales | Biz Dev Update State of the Union Questions?
Our Theme
#FuelingFutureSuccessTogether
Let's Celebrate!!!
Welcome New Team Members
Welcome New Team Members
Milestone Celebrations | 5 Years
Milestone Celebrations | 10 Years
Milestone Celebrations | 15 Years
Nick Green | Synergy
Mike Najafi | Synergy
Linda Lindsey | Synergy
David Lopes | Synergy
Milestone Celebrations | 20 Years
Jeff Nonhof | Engle Martin
John Stachura | Engle Martin
Corey Danner | Engle Martin
Susan Miller | Engle Martin
Regina Reuter | EIMC
Lee Maddox | Engle Martin
Milestone Celebrations | 25 Years
Jan Collins | Engle Martin
Nick Cimino | Engle Martin
Brian O'Connor | Engle Martin
Brittany Blair
Jeff Morlen
Engle Martin
Engle Martin
Q2
Q1
Roy Didion
Grant Slater
Staff Accountant
Atlanta, Georgia
Engle Martin
Senior Property AdjusterDallas, TX Engle Martin
Engle Martin
EIMC
EMpact Award Winners
Executive General AdjusterFt. Lauderdale, FL Engle Martin
Practice Lead
Stock Throughput - Loss Control
Houston, TX EIMC
Kirby Miller
Nathan Smith
Engle Martin
Engle Martin
Q4
Q3
Lathan McFadden
Carol Alberto
Engle Martin
Talent Acquisition PartnerIndianapolis, IN Engle Martin
Synergy
General Adjuster Memphis, TN Engle Martin
Liability Claims Team LeaderNew Orleans, LA Synergy
Kary Brown
Adrian Bond
Cassey Aguilar
Trevor Baird
Scott Brown
Synergy
Engle Martin
Engle Martin
Engle Martin
Engle Martin
EMpact Award Winners
Client Compliment Winners
Gregory Wright
Charles Mencia
Sophia Hussein
Joe Gould
Dylan DeFranco
Engle Martin
Engle Martin
Engle Martin
Engle Martin
Engle Martin
Charles Mencia
Carlos Simmons
Pearce McCall
Nonso Uzodinma
Hannah Friar
Engle Martin
Engle Martin
Engle Martin
Engle Martin
Engle Martin
EMpact Award Winners
EMpressive Peer-to-Peer Recognition
Larry Fidler
Austin Nelson
Jean-Louis Mukendi
Kellin Middleton
Engle Martin
Engle Martin
Engle Martin
EIMC
Tech-Driven Operational Excellence
Team Collaboration
Client Experience
Decision-Making Data
OperationsInspired Design
Tech Team to Build, Support, & Partner
Modernized workflows, strong partnerships, and effective team collaboration enabling a high-performing workplace with a vibrant culture and elevated client focus.
People & Culture (P&C) Partnerships
United for the Future
Talent Acquisition
Engagement
Payroll
Business Partners
Benefits
P&C Tech
What's Next?
Benefits' Engagement
Referral Program
Goal Setting
Business Development
Driving Growth: Meet the Teams Powering Our Success
Marketing
Key Account Team
Vertical Sales
Specialty Sales Team
Led by: Dominique Enriquez, Marketing Director Focus: Enhancing brand presence /awareness, communication, lead gen, and sales support effortsImpact: Aligns efforts with sales and the business to maximize growth and awareness externally for business units
Led By:John Ketch SVP Business Development Focus:Managing top clients (80% of work), expanding share of wallet, and strengthening client relationships Impact: Drives growth, strengthens revenue, and client partnerships
Led By:Todd Evans EVP Business Development Focus: Program business, third-party administrative business, & account work Impact: Drives growth, strengthens revenue, and client partnerships
Led By: John Ketch SVP Business Development Focus: Managing and prospecting relationships for National Casualty Practice (NCP), EIMC, Synergy, Appraisal Umpire Practice (AUP), Specialty Auditing Services (SAS), and Carrier Outsourcing Impact: Drives growth, strengthens revenue, and client partnerships
State of the Union
The Big Picture
$133m
$14k
300+
15
Team Members in Edge
Amount Raised by CARE
Year-to-Date Revenue
CARE Events
50%
Breakthrough Initiatives
76
9%
Invoices Processed by Artificial Intelligence/Machine Learning
Active New Hires
100+
Including 6 Rehires
Non - CAT Growth
Property Claims
96%
-6%
Team Members Involved in Breakthrough Initiatives
Set-Up by Artificial Intelligence/Machine Learning
Completed Team Member Engagement Feedback (Performance Reviews)
Revenue vs Budget
INTERACTIVE QUESTION
Questions?
Sort
2024 Q4 Townhall
Engle Martin
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Transcript
02:00
The Townhall Starts in:
Townhall 101: Ground Rules
Mute & Camera Settings:
All microphones have been muted, and cameras are turned off for all participants.
Chat Functionality
The chat feature will be disabled during this session.
Questions:
We will be using the Q&A feature for questions (see screenshot below). Questions can be submitted throughout the townhall, and they will be addressed at the end of the session.
Welcome
2024 | Q4 Townhall
Building The Future: Success Through Tech & Lead Gen
Agenda
CelebrationsTech & Operations Update People & Culture Update Sales | Biz Dev Update State of the Union Questions?
Our Theme
#FuelingFutureSuccessTogether
Let's Celebrate!!!
Welcome New Team Members
Welcome New Team Members
Milestone Celebrations | 5 Years
Milestone Celebrations | 10 Years
Milestone Celebrations | 15 Years
Nick Green | Synergy
Mike Najafi | Synergy
Linda Lindsey | Synergy
David Lopes | Synergy
Milestone Celebrations | 20 Years
Jeff Nonhof | Engle Martin
John Stachura | Engle Martin
Corey Danner | Engle Martin
Susan Miller | Engle Martin
Regina Reuter | EIMC
Lee Maddox | Engle Martin
Milestone Celebrations | 25 Years
Jan Collins | Engle Martin
Nick Cimino | Engle Martin
Brian O'Connor | Engle Martin
Brittany Blair
Jeff Morlen
Engle Martin
Engle Martin
Q2
Q1
Roy Didion
Grant Slater
Staff Accountant Atlanta, Georgia Engle Martin
Senior Property AdjusterDallas, TX Engle Martin
Engle Martin
EIMC
EMpact Award Winners
Executive General AdjusterFt. Lauderdale, FL Engle Martin
Practice Lead Stock Throughput - Loss Control Houston, TX EIMC
Kirby Miller
Nathan Smith
Engle Martin
Engle Martin
Q4
Q3
Lathan McFadden
Carol Alberto
Engle Martin
Talent Acquisition PartnerIndianapolis, IN Engle Martin
Synergy
General Adjuster Memphis, TN Engle Martin
Liability Claims Team LeaderNew Orleans, LA Synergy
Kary Brown
Adrian Bond
Cassey Aguilar
Trevor Baird
Scott Brown
Synergy
Engle Martin
Engle Martin
Engle Martin
Engle Martin
EMpact Award Winners
Client Compliment Winners
Gregory Wright
Charles Mencia
Sophia Hussein
Joe Gould
Dylan DeFranco
Engle Martin
Engle Martin
Engle Martin
Engle Martin
Engle Martin
Charles Mencia
Carlos Simmons
Pearce McCall
Nonso Uzodinma
Hannah Friar
Engle Martin
Engle Martin
Engle Martin
Engle Martin
Engle Martin
EMpact Award Winners
EMpressive Peer-to-Peer Recognition
Larry Fidler
Austin Nelson
Jean-Louis Mukendi
Kellin Middleton
Engle Martin
Engle Martin
Engle Martin
EIMC
Tech-Driven Operational Excellence
Team Collaboration
Client Experience
Decision-Making Data
OperationsInspired Design
Tech Team to Build, Support, & Partner
Modernized workflows, strong partnerships, and effective team collaboration enabling a high-performing workplace with a vibrant culture and elevated client focus.
People & Culture (P&C) Partnerships
United for the Future
Talent Acquisition
Engagement
Payroll
Business Partners
Benefits
P&C Tech
What's Next?
Benefits' Engagement
Referral Program
Goal Setting
Business Development
Driving Growth: Meet the Teams Powering Our Success
Marketing
Key Account Team
Vertical Sales
Specialty Sales Team
Led by: Dominique Enriquez, Marketing Director Focus: Enhancing brand presence /awareness, communication, lead gen, and sales support effortsImpact: Aligns efforts with sales and the business to maximize growth and awareness externally for business units
Led By:John Ketch SVP Business Development Focus:Managing top clients (80% of work), expanding share of wallet, and strengthening client relationships Impact: Drives growth, strengthens revenue, and client partnerships
Led By:Todd Evans EVP Business Development Focus: Program business, third-party administrative business, & account work Impact: Drives growth, strengthens revenue, and client partnerships
Led By: John Ketch SVP Business Development Focus: Managing and prospecting relationships for National Casualty Practice (NCP), EIMC, Synergy, Appraisal Umpire Practice (AUP), Specialty Auditing Services (SAS), and Carrier Outsourcing Impact: Drives growth, strengthens revenue, and client partnerships
State of the Union
The Big Picture
$133m
$14k
300+
15
Team Members in Edge
Amount Raised by CARE
Year-to-Date Revenue
CARE Events
50%
Breakthrough Initiatives
76
9%
Invoices Processed by Artificial Intelligence/Machine Learning
Active New Hires
100+
Including 6 Rehires
Non - CAT Growth
Property Claims
96%
-6%
Team Members Involved in Breakthrough Initiatives
Set-Up by Artificial Intelligence/Machine Learning
Completed Team Member Engagement Feedback (Performance Reviews)
Revenue vs Budget
INTERACTIVE QUESTION
Questions?
Sort