Christensen Group Insurance is also undergoing a significant enterprise resource planning (ERP) system conversion, which is described as the most substantial undertaking in a decade. While the project’s completion is slated further down the line, its groundwork is already laying the foundation for transformative growth over the next 15 years. “It’s a really great internal project for us; it’s an investment of the next 10 years, ensuring that we’ve got data consolidated into one single system,” Olinger says. This initiative aims to consolidate data into a single system, enhance decision-making capabilities, and provide richer insights for client consultations. SCALING FOR THE FUTURE WHILE RETAINING CORE VALUES Beyond its operational focus, the Christensen Group is deeply committed to community involvement. and providing tailored advice, ensuring that every interaction aligns with their core philosophy. “We use a tool called Airtable quite a bit. We started using it 3 years ago, and now we’ve got a good portion of our team, around 50%, that goes in and uses a workflow automated by Airtable every single week,” Olinger explains. This platform has become an integral part of its workflow, automating processes that were once email-dependent and labor-intensive. From HR functions like onboarding and interview tracking to broader team collaboration, Airtable enables the Christensen Group to “pass the ball forward” seamlessly. “It saves a lot of mental brainpower for more important things,” Olinger confirms, highlighting how the team has self-taught these efficiencies to maximize their impact. 94 BUSINESS VIEW MAGAZINE VOLUME 12, ISSUE 02
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