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Awards & Recognition

IIA-AgencyoftheYear (002)

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Picture4-1 Top Retirement Plan Advisers Award Logo

 

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Accepting the 2023 Agency of the Year Award

Dan and Sandy Agency of the Year Sign

2023 Agency of the Year Announcement at the Independent Insurance Agents of Illinois Conference

Acuity Award Receiving

2023 Community Service Award from Acuity Insurance

 

Our employees and culture are constantly proven through the recognition we receive. Each accolade serves as a testament to their dedication and the values we uphold.

Don't just take our word for it! Check out a few of the mentions we have received: 

2024 Awards

  • 2024 PlanAdviser Top Retirement Plan Advisers 
  • - The 2024 PLANADVISER Top Retirement Plan Advisers recognition is based solely on self-reported quantitative data about an adviser’s practice. To be included in this year’s list, advisers had to have a minimum of 50 plan clients or retirement plan assets under advisement of $400 million or more, as of year-end 2023. After meeting the minimum plan or asset count, advisers are also highlighted if they meet the following criteria: 91% -100% of clients that are 401(k) plan sponsors, or 10 or more 403(b), 457, nonqualified, DB, cash balance, SEP, SIMPLE or MEP/PEP plan clients. As this recognition is based solely on quantitative figures, there is no judging or subjective measurement, and it is not indicative of any adviser’s future performance. Neither advisory firms nor their employees pay a fee in exchange for this recognition.

2023 Awards

  • Independent Insurance Agents of Illinois Agency of the Year Award
  • - The Independent Insurance Agents of Illinois (IIA of IL) is an association representing Trusted Choice® independent insurance agents throughout the state. IIA of IL membership is comprised of 1,000 insurance agencies representing 10,000 licensed independent agents engaged in all facets of the insurance industry, including property, casualty, life, and health. The Agency of the Year Award is presented to an IIA of IL member agency that exemplifies leadership and innovation within the industry. The Agency of the Year demonstrates strong growth, innovative marketing strategies, creative utilization of evolving technology, top-level customer service, and dedication to the community. Connor & Gallagher OneSource (CGO) is thrilled to be the 2023 Agency of the Year Winner!
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  • Best Places to Work in Insurance
  • - Recognizes Outstanding Employers in the Insurance Industry

Acuity Charity Wheel Agency
- Acuity Insurance recognizes agencies that work hard to improve their communities.

  • 2023 PlanAdviser Top Retirement Plan Advisers 
  • - This prestigious designation recognizes the top retirement plan advisers in the industry based on quantitative measures. To be listed, advisers had to have a minimum requirement of 50 plan clients or retirement plan assets under advisement of $400 million or more.
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  • The Nation’s Best and Brightest in Wellness
  • - recognizes and celebrates quality and excellence in health awareness.
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  • Underwriter of Merit
  • - PEKIN Insurance recognized Connor & Gallagher for dedication and commitment to excellence in property/casualty sales.
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  • Rosie Awards Winner
  • - The 2023 Rosie Award winners were chosen from group health plan recommendations by two of our employee benefits advisors, Mike Kroupa and Justin Mangan, who met two important criteria: a high Plan GraderTM score and excellent use of their "Health Rosetta Dividend." The Health Rosetta Dividend refers to money previously wasted on healthcare that can be reinvested back into the organization or community to improve wellbeing, such as free primary care services, pay increases, $0 medications, new job creation, or other tangible improvements that have a direct impact on the health and wellbeing of their workforce, dependents, and communities.

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2022 Awards

  • Best Places to Work in Insurance
  • - Recognizes Outstanding Employers in the Insurance Industry
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  • Crain’s Illinois’ Healthiest Employers
  • - recognizes companies that make workplace wellness a priority.
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  • The Nation’s Best and Brightest in Wellness
  • - recognizes and celebrates quality and excellence in health awareness.
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  • Top DC Advisor Teams
  • - The NAPA Top DC Advisor Team list highlights the nation’s leading retirement plan advisor firms.
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  • PLANADVISER Retirement Plan Advisers of the Year
  • - recognizes advisers that demonstrate leadership and a commitment to excellence for their retirement plan sponsor clients, participants and the industry at large.

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  • 2021 Awards 

    • Best Places to Work in Insurance
    • - Recognizes Outstanding Employers in the Insurance Industry
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    • Top DC Advisor Teams
    • - The NAPA Top DC Advisor Team list highlights the nation’s leading retirement plan advisor firms.

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  • 2020 Awards 
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    • Best Places to Work in Insurance
    • - Recognizes Outstanding Employers in the Insurance Industry
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  • The Nation’s Best and Brightest in Wellness
  • - recognizes and celebrates quality and excellence in health awareness.
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  • Top DC Advisor Teams
  • - The NAPA Top DC Advisor Team list highlights the nation’s leading retirement plan advisor firms.

2019 Awards

  • Best Places to Work in Insurance
  • - Recognizes Outstanding Employers in the Insurance Industry
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  • Crain’s Illinois’ Healthiest Employers
  • - recognizes companies that make workplace wellness a priority.
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  • Top DC Advisor Teams
  • - The NAPA Top DC Advisor Team list highlights the nation’s leading retirement plan advisor firms.
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  • Financial Times 401 Top Retirement Advisors
  • - The FT 401 is based on data gathered from advisors, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s status in six primary areas: DC plan assets under management, DC plan growth rate, specialization in DC plans, years of experience, advanced industry credentials, and compliance record.
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  • NAPA Young Guns: Top Retirement Plan Advisors Under 40
  • - Recognized 75 retirement plan advisors under the age of 40 for their experience, size and composition of their practice, awards and recognitions, and industry contributions, which were then reviewed by a panel of senior advisor industry experts, who, based on those criteria, and following a broker-check review, selected the top young advisors.

2018 Awards

  • Best Practices Agency
  • - recognizes insurance agencies for their outstanding customer retention, growth, stability and financial management.
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  • Top DC Advisor Teams
  • - The NAPA Top DC Advisor Team list highlights the nation’s leading retirement plan advisor firms.
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  • NAPA Young Guns: Top Retirement Plan Advisors Under 40
  • - Recognized 75 retirement plan advisors under the age of 40 for their experience, size and composition of their practice, awards and recognitions, and industry contributions, which were then reviewed by a panel of senior advisor industry experts, who, based on those criteria, and following a broker-check review, selected the top young advisors.

2017 Awards

  • 5000 Fastest Growing Companies in America
  • - lists the 5,000 fastest-growing private companies in the U.S. based on their revenue growth rate.
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  • The Healthiest Companies in America
  • - given based on the overall health of a company’s employees and its commitment to investing in them.

2016 Awards

  • Best Places to Work in Insurance
  • - Recognizes Outstanding Employers in the Insurance Industry
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  • Best Practices Agency
  • - recognizes insurance agencies for their outstanding customer retention, growth, stability and financial management.
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