Rogers & Gray Insurance
2013 Annual Meeting
New Employees
Hyannis
▫
▫
▫
▫

Carol Closson - PL Client Manager
Craig Mancusi - PL Sales Producer
Melani Meyerhans - PL R...
Interns & 2014 New Hires
Interns
▫ Carleigh Murphy (Accounting)
2014 New Hires
▫ Nicole Bartlet - PL Trainee
▫ Carol Corre...
Service Awards
5 Years
•
•
•
•
•
•
•
•
•

Ann Sweeney
Doan Trinh
Sandy Wilson
Sharon Burgess
Stacey Moran
John Gilligan
Er...
Service Awards
10 Years
• Janice Paluzzi
• Mike Robinson
• Claudia Furtado
Service Awards
15 Years
Ange Francis
Education Awards
State Vice President; MAIW
Carol Closson

Director MAIW Plymouth Chapter
Patty Tome

Asst. Director MAIW ...
Education Awards
NAHU PPACA Certification in Health Care
Reform
Beth Kennelly
Doan Trinh
John Foley
John Turco
Cameron Rob...
Education Awards
Certified Professional in Personal Lines
(CPPL)
Sharon Cullen
Sandy Wilson
Education Awards
P&C Licensing
Barbara DeLawrence
Mike Duffley
Eric McLaughlin
Craig Mancusi
$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
$1,387,46...
Sales Awards
100% of goal
• Offices
▫
▫
▫
▫
▫

SBU – 131%
Wareham – 130%
Dennis (PL) – 109%
Norwell – 104%
Hyannis – 100%
...
Sales Awards
Salesperson of the Year (Runner-Up)

Greg Deems
$133,626
159% of Goal
Sales Awards
Salesperson of the Year

John Foley
$174,496
212% of Goal
Incentive Programs
Rewards

It’s a TIE!
Sandy Wilson
And
Laurie Troiano
$1080
Incentive Programs
Referrals

Laurie Troiano
$801
Business Meeting
Corporate Officers
• Ange Francis
• David Nommensen

Assistant Vice President
Assistant Vice President

•
•
•
•
•
•

to Vi...
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%...
$ 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

Tota...
Rogers & Gray Sponsored 401k Plan
Activity Highlight
Plan Balance Beginning of year

$000’s
$7,258

Employee Contributions...
Breakfast with the President Recap
MarshBerry Employee Survey
Percentage of employees responding - 83%
▫
▫
▫
▫

There were twelve sections with three to eigh...
MarshBerry Employee Survey
Sections where Rogers & Gray did less than the industry average
▫ Definition and Understanding
...
Town Meeting Q&A
Culture and the Future of
Rogers & Gray
Future Org Chart
Making A Difference Award
Customer Service – Commercial Lines

Stacey Moran
Making A Difference Award
Customer Service – Personal Lines

Krystal Doyle
Making A Difference Award
Customer Service – Employee Benefits

Beth Kennelly
Making A Difference Award
Management

Ami Drew
Making A Difference Award
Teamwork & Support

Mark Carrick
Patricia Hildreth Award
Monique Duquette
Milton M. Gray Jr. Award
Jim Higgins
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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
  • Rg 2013 annual meeting presentation

    1. 1. Rogers & Gray Insurance 2013 Annual Meeting
    2. 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. 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. 4. Service Awards 5 Years • • • • • • • • • Ann Sweeney Doan Trinh Sandy Wilson Sharon Burgess Stacey Moran John Gilligan Eric Labo John Turco David Rust
    5. 5. Service Awards 10 Years • Janice Paluzzi • Mike Robinson • Claudia Furtado
    6. 6. Service Awards 15 Years Ange Francis
    7. 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. 8. Education Awards NAHU PPACA Certification in Health Care Reform Beth Kennelly Doan Trinh John Foley John Turco Cameron Robinson
    9. 9. Education Awards Certified Professional in Personal Lines (CPPL) Sharon Cullen Sandy Wilson
    10. 10. Education Awards P&C Licensing Barbara DeLawrence Mike Duffley Eric McLaughlin Craig Mancusi
    11. 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. 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. 13. Sales Awards Salesperson of the Year (Runner-Up) Greg Deems $133,626 159% of Goal
    14. 14. Sales Awards Salesperson of the Year John Foley $174,496 212% of Goal
    15. 15. Incentive Programs Rewards It’s a TIE! Sandy Wilson And Laurie Troiano $1080
    16. 16. Incentive Programs Referrals Laurie Troiano $801
    17. 17. Business Meeting
    18. 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. 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. 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. 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. 22. Breakfast with the President Recap
    23. 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. 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. 25. Town Meeting Q&A
    26. 26. Culture and the Future of Rogers & Gray
    27. 27. Future Org Chart
    28. 28. Making A Difference Award Customer Service – Commercial Lines Stacey Moran
    29. 29. Making A Difference Award Customer Service – Personal Lines Krystal Doyle
    30. 30. Making A Difference Award Customer Service – Employee Benefits Beth Kennelly
    31. 31. Making A Difference Award Management Ami Drew
    32. 32. Making A Difference Award Teamwork & Support Mark Carrick
    33. 33. Patricia Hildreth Award Monique Duquette
    34. 34. Milton M. Gray Jr. Award Jim Higgins

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