This presentation was used for the Executive Committee to make them aware of the results of the Climate Survey.

1. Overview Presentation
2021 Climate Survey Results

2. Highest Ratings Biggest Improvement Key Attractors
• Motivation
• Feeling Valued
• Safety
• Interpersonal
Relationships
• Respect
• Stress/Role Overload
• Motivation
• Feeling Valued
• Interpersonal
Relationships – Peers
• Work Environment
• Interpersonal
Relationships –
Leaders
• Working Remotely
Leading with Success

3. People’s Trust Climate Survey
Overall Rating

4. Overall Response Rate for PTI’s Climate Survey

5. Overall Average Rating of PTI’s Climate

6. Organizational Climate Health and Safety Engagement
• Motivation
• Valued
• Trust
• Outcomes, Persistence,
and Endorsement
• Respect
• Stress/Role Overload
• Safety
• Growth and Learning
• Interpersonal
Relationships
• Rewards, Recognition,
and Advancement

7. Organizational Climate Health and Safety Engagement

8. Overall Average Rating of PTI’s Climate by Factors
4.66
4.6
4.26
4.07
4.49
3.69
4.59
4.24
4.46
4.3
3
3.5
4
4.5
5
Motivation
Value
Trust
Outcomes, Persistence,
and Endorsement
Respect
Stress/Role Overload
Safety
Learning and Growth
Interpersonal
Relationships
Rewards, Recognition,
and Advancement

9. Respondents by Employee’s Length of Service

10. Overall Employee’s Work Environment

11. Factor Statement by Employee’s Work Environment

12. Themes of satisfaction and desired change

13. Organizational Climate
Focus Area

14. Overall Motivation
Generally, I feel strongly motivated to do my best at work.
My job makes good use of my skills and abilities.
My duties give me a feeling of personal accomplishment.

15. Motivation
I have never worked in such a positive uplifting environment before
transitioning to FL, it truly impacts my life in great way in my life and
makes me want to give 1000% everyday to PTI.
Getting positive feedback from management and employees is very
motivating and helps me to strive for excellence.
Thanks to the pandemic I am motivated and less stressed working from
home, and I feel I can get more work done efficiently.
4.53 4.5
4.16
4.37
4.7
4.53 4.67
3.88
4.2 4.34
4.67
4.44 4.49
4.64 4.54
4.76
4.54 4.50
4.90
4.60
4.55 4.59
4.40 4.31
4.75
4.47
4.63
4.30
5.00 5.00
4.67
4.83
4.56 4.63 4.64 4.76 4.74 4.78 4.92
4.58
0.00
1.00
2.00
3.00
4.00
5.00
2018 2019 2020 2021

16. Overall Value
I feel valued within my department.
PTI provides me the resources I need to do my job well.
Employees at PTI are treated with respect regardless of their job title.

17. Value
What I like most about working at People's Trust is feeling valued
and appreciated.
I feel REALLY valued as an employee in PTI. I've never felt this way
in any other workplace. I'm very thankful to be a part of the PTI
family! :)
I like how it is not a popularity contest. I like how you are valued
based on your skills and work ethics.
4.11
3.75 3.62
3.93
4.57
4.23
4.38
3.75 3.8 3.94
4.25 4.33
3.78
4.25 4.25 4.25 4.25 4.25 4.25 4.25
4.36 4.41 4.37 4.35
4.67
4.47 4.46 4.33
5.00 5.00
4.48
4.67
4.46
4.67 4.55 4.43
4.66
4.83
4.63 4.72
0.00
1.00
2.00
3.00
4.00
5.00
2018 2019 2020 2021

18. Overall Trust
I trust my coworkers.
I believe there is a consistent overall approach among the leaders within my department.
PTI looks out for the best interests of its employees.
People I work with are held accountable for their actions.

19. Trust
I like the atmosphere of the overall company, but especially the
positive, open, and trusting environment amongst the individual
team I'm a part of.
I like my boss who is understanding and open to listening.
Sometimes I feel like we are not given all the updates that we
should be receiving.
4
3.5
3.72 3.78
4.35
4.1 4.12
4.75
3.9 3.81
3.75
4.33
3.86
4.32 4.46
4.30
3.87
4.38
4.20 4.12
4.36 4.41 4.37 4.35
4.67
4.47 4.46
4.20
5.00 5.00
4.16
4.33
4.11
4.38 4.27 4.36 4.28
4.58
4.28 4.27
0.00
1.00
2.00
3.00
4.00
5.00
2018 2019 2020 2021

20. Overall Outcomes, Persistence, and Endorsement
I would recommend working at PTI to my friends and family.
I can see myself working at PTI for at least the next five years or until I retire.
I believe the Company is transparent in its decision making.
I believe PTI allows me to make a positive contribution to its policyholders.
I have seen a positive response to the areas of concern addressed in the previous survey.

21. Outcomes, Persistence, and Endorsement
The people!! And that you can never get bored at PTI because
you always have the ability to think of, recommend, and
implement new ideas.
Continue to be on the cutting edge of the insurance industry and
best serve the insureds.
4.18
3.75 3.88
4.24
4.46
4.17
4.42
3.98
4.20 4.27
3.92 3.93
3.78
4.23
3.92 3.97
3.69 3.60
3.84 3.97
3.42
4.16 4.10 4.08
4.35 4.33 4.22
4.02
4.50
4.30
3.91 3.90 4.04
4.42
3.72 3.80
4.11
4.27
4.08
4.23
0.00
1.00
2.00
3.00
4.00
5.00
2018 2019 2020 2021

22. Overall Respect
PTI fosters a climate of respect for individuals.

23. Respect
I love the respect I am given by my supervisors and co-workers
for my attention to detail.
Respect, appreciation and acknowledgement of the duties we
perform and how they do ultimately provide a valuable service for
the company.
The respect given equally to all.
3.79
3.5
3.74
4.22
4.48
4.3 4.4
3.5
4.1 3.97
3.94
4.33
4.03
4.49
3.92
4.36
4.11
3.25
4.30
4.14
4.18
4.56 4.52
4.28
4.83
4.50
4.71
4.44
5.00
4.50
4.27
4.67
4.39
4.62 4.69
4.29
4.54
4.00
4.25
4.61
0.00
1.00
2.00
3.00
4.00
5.00
2018 2019 2020 2021

24. Health and Safety
Focus Area

25. Overall Stress and Role Overload
I am able to maintain a healthy work life balance at PTI.
During an average week, I often feel stressed.

26. Stress and Role Overload
It has really been a blessing to be able to work remote for these
past 16+ months. It helps to alleviate the stress and time from
driving and just preparing to go to the office, where I can allocate
my time back to work and family..
Just that I understand the difficulty we all have had living through
a pandemic. Thank you, George, for your clear messaging and
communication..
3.79
3.5
3.74
4.22
4.48
4.3 4.4
3.5
4.1 3.97
3.94
4.33
4.03
4.49
3.92
4.36
4.11
3.25
4.30
4.14
4.18
4.56 4.52
4.28
4.83
4.50
4.71
4.44
5.00
4.50
4.27
4.67
4.39
4.62 4.69
4.29
4.54
4.00
4.25
4.61
0.00
1.00
2.00
3.00
4.00
5.00
2018 2019 2020 2021

27. Overall Safety
I feel safe at work.

28. Safety
I'm super grateful to be safe and working remotely! Thank you PTI for
giving us this opportunity :).
Great Company to work for! cares very much about his employee's
safety and health.
Lately my health and safety are a primary concern. I am appreciative
that the organization has made vaccinations mandatory. The ability
to work from home helps alleviate my health concerns.
4.50
4.33
4.50
4.72
4.38
4.60
4.11 4.25
4.60 4.52
4.73
4.89
4.54 4.42
4.67 4.76 4.88
4.11
5.00
4.50
3.80
4.50 4.63
4.47
4.69
4.29
4.67 4.67
4.50
4.74
0.00
1.00
2.00
3.00
4.00
5.00
2019 2020 2021

29. Engagement
Focus Area

30. Overall Growth and Learning
I believe there are growth opportunities for me at PTI.
PTI provides me the opportunity to participate in the training/skill building that improves my job
performance.

31. Growth and Learning
I am so thankful and blessed to be apart of the PTI family and I
look forward to learning so much as an adjuster.
I enjoy learning while working with my attorney.
More frequent updates from George on company news. Tuition
reimbursement for insurance-related learning.
3.79 3.75 3.72
3.89
4.52
3.73
4.21
3.25
4.4
3.72
4.16
4.38
3.67
4.39
3.92
3.76
4.00
3.75
4.10
3.94
3.75
4.35
4.17 4.29
4.08 4.18
4.33
4.11 4.25
3.75
4.00 4.00
4.17
4.60
4.31 4.29 4.21 4.33 4.25
4.48
0.00
1.00
2.00
3.00
4.00
5.00
2018 2019 2020 2021

32. Overall Interpersonal
Relationships
I like working at PTI and feel a sense of belonging
People’s Trust is inclusive of all people and ideas.
Within my department, the chain of command is fair and reasonable.

33. Interpersonal Relationships
The great relationship between management and staff. The
managers in the legal department are very respectful and
inclusive of employees. They're easy to talk to and open to new
ideas
I love the small team that I work with/ for. I believe we do a very
important job within the company.
Love our FUNderwriting Family. Best team ever.
4.16
5
3.97
4.22
4.7
4.31
4.55
4
4.4
4.19
4.44 4.33 4.36
4.51
4.31
4.68
4.36
3.92
4.60
4.31
4.12
4.30 4.40 4.31
4.67 4.61 4.60 4.56
5.00
4.50
4.21
4.61
4.36
4.57 4.64 4.52 4.52
4.11
4.33
4.58
0.00
1.00
2.00
3.00
4.00
5.00
2018 2019 2020 2021

34. Overall Rewards, Recognition, and Advancement
PTI recognizes and rewards outstanding performance.
PTI offers opportunities for advancement.
Employees are treated with respect regardless of their position

35. Rewards, Recognition, and Advancement
More incentive bonuses.
I feel that outstanding employees deserve more recognition. I maintain 4-
5 times more workload than every other person in my department that
are assistants. And i am newer. I do not get compensated for taking on
more work. I feel more incentive would be better. Maybe employee of the
month or quarterly bonuses based on work merit.
Better long-term bonus incentive plans
3.58 3.67
3.37
4.22 4.17
3.84
4.17
3.13
3.6 3.72
3.88
4.38
3.72
4.53
4.31
4.04
3.46
3.75
3.40
3.93
3.73
3.89
4.20 4.34 4.46
4.08
4.30 4.33
5.00
4.33
4.03
4.22 4.12
4.67
4.36
4.14 4.26
3.11
4.17
4.56
0.00
1.00
2.00
3.00
4.00
5.00
2018 2019 2020 2021

36. Lowest Ratings Needs Improvement Key Detractors
• Stress/Role Overload
• Outcomes,
Persistence, and
Endorsement
• Growth and Learning
• Trust
• Rewards,
Recognition, and
Advancement
• Outcomes,
Persistence, and
Endorsement
• Safety
• Respect
• Working Remotely
• PTO/Benefits
• Health and Safety
• Work/Life Balance
Worthwhile Endnotes

37. Find out more…
 Want to find out more about
your areas of concern?
 About your department
results?
 See what our employees
have to say – see their
insights and
recommendations about our
organization.
 Foster actionable ideas for
improvement