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Rg 2013 annual meeting presentation

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  • Notes:*Net-Loss of Commissions- Non-Renewed (gone elsewhere)+ Additional exposures+ - Rate increases+ - Audits Additional/Return PremiumsOne year policiesPackaging of policiesNon-payment of premium
  • Transcript

    • 1. Rogers & Gray Insurance 2013 Annual Meeting
    • 2. New Employees Hyannis ▫ ▫ ▫ ▫ Carol Closson - PL Client Manager Craig Mancusi - PL Sales Producer Melani Meyerhans - PL Rater/Underwriting Sarah Wainwright - CL Client Manager; SBU ▫ Denise Coolidge – Receptionist Dennis Sandwich  Janice Gubbins – PL Client Manager Trainee Kingston ▫ ▫ ▫ ▫ ▫ ▫ ▫ ▫ ▫ ▫ ▫ Colleen Bonnelly - Task Force to CL Assistant Client Manager DJ Estano - CL Assistant/Registry Kelly Estano - CL Client Manager Amy Ferrari - Task Force Manager David Fronduto – Sales Assistant; Marketing & Underwriting Eric McLaughlin - CL Sales Producer Connie Meine - CL Client Manager Lauren Painter - PL Client Manager Scott Rizza - Controller Cam Robinson - EB Sales Producer Heather Woods - CL Client Manager
    • 3. Interns & 2014 New Hires Interns ▫ Carleigh Murphy (Accounting) 2014 New Hires ▫ Nicole Bartlet - PL Trainee ▫ Carol Correia - Receptionist – Kingston ▫ Stacy Driscoll - PL Trainee ▫ Kristen Ligett - Ass’t CL Client Manager – Dennis ▫ Karen McDonagh – EB Account Executive – Kingston ▫ Frank Netcoh - Director of CL ▫ Brendan Smith - PL Manager Trainee
    • 4. Service Awards 5 Years • • • • • • • • • Ann Sweeney Doan Trinh Sandy Wilson Sharon Burgess Stacey Moran John Gilligan Eric Labo John Turco David Rust
    • 5. Service Awards 10 Years • Janice Paluzzi • Mike Robinson • Claudia Furtado
    • 6. Service Awards 15 Years Ange Francis
    • 7. Education Awards State Vice President; MAIW Carol Closson Director MAIW Plymouth Chapter Patty Tome Asst. Director MAIW Plymouth Chapter Monique Duquette Treasurer MAIW Plymouth Chapter Sue Burbine
    • 8. Education Awards NAHU PPACA Certification in Health Care Reform Beth Kennelly Doan Trinh John Foley John Turco Cameron Robinson
    • 9. Education Awards Certified Professional in Personal Lines (CPPL) Sharon Cullen Sandy Wilson
    • 10. Education Awards P&C Licensing Barbara DeLawrence Mike Duffley Eric McLaughlin Craig Mancusi
    • 11. $2,500,000 $2,301,247 $2,000,000 $1,912,346 $1,847,000 $1,766,500 $1,616,500 $1,545,000 $1,444,000 $1,418,525 $1,387,466 $1,500,000 $1,206,000 $1,000,000 $943,000 $906,500 $500,000 $0 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013
    • 12. Sales Awards 100% of goal • Offices ▫ ▫ ▫ ▫ ▫ SBU – 131% Wareham – 130% Dennis (PL) – 109% Norwell – 104% Hyannis – 100% • Producers ▫ ▫ ▫ ▫ ▫ ▫ ▫ John Gaynier – 149% Eric Labo – 129% John Turco – 129% Ryan O’Connell – 124% John Gilligan – 108% Reggie Rolles – 104% Sharon Burgess – 100%
    • 13. Sales Awards Salesperson of the Year (Runner-Up) Greg Deems $133,626 159% of Goal
    • 14. Sales Awards Salesperson of the Year John Foley $174,496 212% of Goal
    • 15. Incentive Programs Rewards It’s a TIE! Sandy Wilson And Laurie Troiano $1080
    • 16. Incentive Programs Referrals Laurie Troiano $801
    • 17. Business Meeting
    • 18. Corporate Officers • Ange Francis • David Nommensen Assistant Vice President Assistant Vice President • • • • • • to Vice President to Vice President to Vice President to Vice President to Vice President Vice President Sharon Burgess Mark Carrick Greg Deems Eric Labo Mina Vaughan Frank Netcoh
    • 19. Financial Report – Commission Trends Core Commissions 16,000 $ 000’s 14,000 12,000 10,000 9.5% 9.3% 3.3% 6.1% 4.9% -1.6% 4.3% 9.1% 8.2% 3.9% 10.8% 8,000 6,000 4,000 2,000 0 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 Goal Source: Annual R&G Reviewed Financial Statements
    • 20. $ 000’s Financial Report – Revenue Trends 18,000 16,000 14,000 14.0% 12,000 13.8% 10,000 8,000 6,000 4,000 2,000 0 Total Revenue 14.4% 2.1% 5.2% 2.3% 1.3% 3.3% 9.4% 1.0% 0.1% 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 Goal Source: Annual R&G Reviewed Financial Statements
    • 21. Rogers & Gray Sponsored 401k Plan Activity Highlight Plan Balance Beginning of year $000’s $7,258 Employee Contributions 479 R&G Matching Contributions 141 2012 R&G Profit Share Contribution 100 Additional amounts allocated to plan participants* 79 Other (Loans, Distributions, Forfeitures, etc.) (527) Appreciation & Earnings 1,228 Plan Balance – 12/31/2013 2013 R&G Profit Share Contribution (made in 2014) R&G Profit Share Balance after contribution Source: ING Plan Overview * ING settlement proceeds allocated to plan participants as of Dec 2013 $8,758 100 $8,858
    • 22. Breakfast with the President Recap
    • 23. MarshBerry Employee Survey Percentage of employees responding - 83% ▫ ▫ ▫ ▫ There were twelve sections with three to eight questions within each section to rate our performance on a 1 to 10 scale The answers/rating of each question was compared to the results of the industry average There were three narrative questions for employees to express themselves The survey was completely anonymous Sections where Rogers & Gray did better than the industry average ▫ Physical Environment ▫ Support Mechanisms ▫ Performance Evaluation/Compensation ▫ Professional Development ▫ Recognition and Appreciation ▫ Supervisory Management ▫ My Community Sections where Rogers & Gray did equal to the industry average ▫ Teamwork and Cooperation ▫ Job Satisfaction
    • 24. MarshBerry Employee Survey Sections where Rogers & Gray did less than the industry average ▫ Definition and Understanding ▫ Communications ▫ Senior Management Three Narrative Questions ▫ Comments regarding the next generation of leadership: ▫ The results were mixed. Some employees feel optimistic and confident with the next leaders, others expressed uncertainty, concern and fear, and some are adopting a wait and see approach. ▫ Comments regarding longevity at Rogers & Gray: ▫ Most employees look forward to a long career at R&G, a couple indicated that they will be leaving due to dissatisfaction, while few are getting close to retirement. ▫ Comments regarding owners and managers being caring towards employees: ▫ The majority of the employees expressed a positive feedback saying that owners and managers care , create a positive environment and that the effort is seriously made to care for everyone.
    • 25. Town Meeting Q&A
    • 26. Culture and the Future of Rogers & Gray
    • 27. Future Org Chart
    • 28. Making A Difference Award Customer Service – Commercial Lines Stacey Moran
    • 29. Making A Difference Award Customer Service – Personal Lines Krystal Doyle
    • 30. Making A Difference Award Customer Service – Employee Benefits Beth Kennelly
    • 31. Making A Difference Award Management Ami Drew
    • 32. Making A Difference Award Teamwork & Support Mark Carrick
    • 33. Patricia Hildreth Award Monique Duquette
    • 34. Milton M. Gray Jr. Award Jim Higgins

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