M O U N T A I N W E S T F A R M B U R E A U M U T U A L I N S U R A N C E C O M P A N Y & 3 6 0 I N S U R A N C E C O M P A N Y | 1M O U N T A I N W E S T F A R M B U R E A U M U T U A L I N S U R A N C E C O M P A N Y & 3 6 0 I N S U R A N C E C O M P A N Y

Becoming BetterDeep Thoughts

M O U N T A I N W E S T F A R M B U R E A U M U T U A L I N S U R A N C E C O M P A N Y & 3 6 0 I N S U R A N C E C O M P A N Y | 1 1

How do we get better?

M O U N T A I N W E S T F A R M B U R E A U M U T U A L I N S U R A N C E C O M P A N Y & 3 6 0 I N S U R A N C E C O M P A N Y | 1 2

Be a Thief

6𝑥𝑥2 + 13𝑥𝑥 − 8

16,−3

(6x + 16)(6x – 3)

(6𝑥𝑥 + 16)(6𝑥𝑥 − 3)2, 3

(3𝑥𝑥 + 8)(2𝑥𝑥 − 1)

M O U N T A I N W E S T F A R M B U R E A U M U T U A L I N S U R A N C E C O M P A N Y & 3 6 0 I N S U R A N C E C O M P A N Y | 1 3

Why do we need to get better?

M O U N T A I N W E S T F A R M B U R E A U M U T U A L I N S U R A N C E C O M P A N Y & 3 6 0 I N S U R A N C E C O M P A N Y | 1 5

M O U N T A I N W E S T F A R M B U R E A U M U T U A L I N S U R A N C E C O M P A N Y & 3 6 0 I N S U R A N C E C O M P A N Y | 1 7

“We always overestimate the change

that will occur in the next two years and underestimate the change that will

occur in the next 10.Bill Gates - 1996

M O U N T A I N W E S T F A R M B U R E A U M U T U A L I N S U R A N C E C O M P A N Y & 3 6 0 I N S U R A N C E C O M P A N Y | 1 8

M O U N T A I N W E S T F A R M B U R E A U M U T U A L I N S U R A N C E C O M P A N Y & 3 6 0 I N S U R A N C E C O M P A N Y | 1 9

M O U N T A I N W E S T F A R M B U R E A U M U T U A L I N S U R A N C E C O M P A N Y & 3 6 0 I N S U R A N C E C O M P A N Y | 2 0

Change has to add value and simplicity

M O U N T A I N W E S T F A R M B U R E A U M U T U A L I N S U R A N C E C O M P A N Y & 3 6 0 I N S U R A N C E C O M P A N Y | 2 1

Self Aware We Must

Be

M O U N T A I N W E S T F A R M B U R E A U M U T U A L I N S U R A N C E C O M P A N Y & 3 6 0 I N S U R A N C E C O M P A N Y | 2 2

What did you say in the survey

First WordFeelings about change

Recent Change?Last 3 years? Year? 6 Months?

Perception of ChangeNegative/Positive/Neutral

Key Leadership To-DoWhat contributes to success?

M O U N T A I N W E S T F A R M B U R E A U M U T U A L I N S U R A N C E C O M P A N Y & 3 6 0 I N S U R A N C E C O M P A N Y | 2 3

What’s the first word that comes to mind when you hear the word “change”

M O U N T A I N W E S T F A R M B U R E A U M U T U A L I N S U R A N C E C O M P A N Y & 3 6 0 I N S U R A N C E C O M P A N Y | 2 4

Has your department experienced

any significant change in the last…

0

5

10

15

20

25

30

M O U N T A I N W E S T F A R M B U R E A U M U T U A L I N S U R A N C E C O M P A N Y & 3 6 0 I N S U R A N C E C O M P A N Y | 2 5

Perception of the change

0%

10%

20%

30%

40%

50%

60%

70%

80%

Posit

ive

Neg

ativ

e

Abou

t Sam

e

Posit

ive

Neg

ativ

e

Abou

t Sam

e

Posit

ive

Neg

ativ

e

Abou

t Sam

e

6Month

6Month

6Month

1 Year 1 Year 1 Year 3 Year 3 Year 3 Year

M O U N T A I N W E S T F A R M B U R E A U M U T U A L I N S U R A N C E C O M P A N Y & 3 6 0 I N S U R A N C E C O M P A N Y | 2 6

If a change is occurring or going to occur, what do you feel is the most important thing for the leadership within your department/company to do in order to make it successful?

M O U N T A I N W E S T F A R M B U R E A U M U T U A L I N S U R A N C E C O M P A N Y & 3 6 0 I N S U R A N C E C O M P A N Y | 2 7

What do the

“experts” say?

M O U N T A I N W E S T F A R M B U R E A U M U T U A L I N S U R A N C E C O M P A N Y & 3 6 0 I N S U R A N C E C O M P A N Y | 2 8

Put people firstPerformance and profitability will follow

M O U N T A I N W E S T F A R M B U R E A U M U T U A L I N S U R A N C E C O M P A N Y & 3 6 0 I N S U R A N C E C O M P A N Y | 2 9

Small Group

• What does your company do for its people that has the most impact on their “engagement”?

• What’s the one thing you think should be done?

M O U N T A I N W E S T F A R M B U R E A U M U T U A L I N S U R A N C E C O M P A N Y & 3 6 0 I N S U R A N C E C O M P A N Y | 3 0

Taking The Leap• Decisions made from a place of fear don’t always serve our long-term interests. • Fear can protect us from real danger, • It can also produce limiting beliefs, thoughts, feelings and behaviors that inhibit our potential, relationships and fulfillment. • Fear is a powerful force. I’ve made plenty of decisions from a place of fear. – Ryan Estis

Bold, decisive, intentional action is the antidote to fear.

M O U N T A I N W E S T F A R M B U R E A U M U T U A L I N S U R A N C E C O M P A N Y & 3 6 0 I N S U R A N C E C O M P A N Y | 3 1

Start with Little Experiments

• Cultivate the ability to be comfortable with being uncomfortable

• Little experiments• Avoiding failure is not the goal• Goal is to recover from mistakes

quickly and accelerate the learning process

M O U N T A I N W E S T F A R M B U R E A U M U T U A L I N S U R A N C E C O M P A N Y & 3 6 0 I N S U R A N C E C O M P A N Y | 3 2

M O U N T A I N W E S T F A R M B U R E A U M U T U A L I N S U R A N C E C O M P A N Y & 3 6 0 I N S U R A N C E C O M P A N Y | 3 3

Take responsibility

Circle of Concern

Circle of Influence

M O U N T A I N W E S T F A R M B U R E A U M U T U A L I N S U R A N C E C O M P A N Y & 3 6 0 I N S U R A N C E C O M P A N Y | 3 4

How many projects do we begin with first visualizing how it serves the customer?

M O U N T A I N W E S T F A R M B U R E A U M U T U A L I N S U R A N C E C O M P A N Y & 3 6 0 I N S U R A N C E C O M P A N Y | 3 5

“

First Things First

M O U N T A I N W E S T F A R M B U R E A U M U T U A L I N S U R A N C E C O M P A N Y & 3 6 0 I N S U R A N C E C O M P A N Y | 3 6

M O U N T A I N W E S T F A R M B U R E A U M U T U A L I N S U R A N C E C O M P A N Y & 3 6 0 I N S U R A N C E C O M P A N Y | 3 7

“

Thinking Win-WinIntegrityMaturityAbundance Mentality

M O U N T A I N W E S T F A R M B U R E A U M U T U A L I N S U R A N C E C O M P A N Y & 3 6 0 I N S U R A N C E C O M P A N Y | 3 8

M O U N T A I N W E S T F A R M B U R E A U M U T U A L I N S U R A N C E C O M P A N Y & 3 6 0 I N S U R A N C E C O M P A N Y | 3 9

Two Heads are Better than One

• Valuing differences drives synergy.

M O U N T A I N W E S T F A R M B U R E A U M U T U A L I N S U R A N C E C O M P A N Y & 3 6 0 I N S U R A N C E C O M P A N Y | 4 0

Balance in:

PhysicalSocial/Emotional

MentalSpiritual

M O U N T A I N W E S T F A R M B U R E A U M U T U A L I N S U R A N C E C O M P A N Y & 3 6 0 I N S U R A N C E C O M P A N Y | 4 1

M O U N T A I N W E S T F A R M B U R E A U M U T U A L I N S U R A N C E C O M P A N Y & 3 6 0 I N S U R A N C E C O M P A N Y | 4 3

M O U N T A I N W E S T F A R M B U R E A U M U T U A L I N S U R A N C E C O M P A N Y & 3 6 0 I N S U R A N C E C O M P A N Y | 4 4

M O U N T A I N W E S T F A R M B U R E A U M U T U A L I N S U R A N C E C O M P A N Y & 3 6 0 I N S U R A N C E C O M P A N Y | 4 5

M O U N T A I N W E S T F A R M B U R E A U M U T U A L I N S U R A N C E C O M P A N Y & 3 6 0 I N S U R A N C E C O M P A N Y | 4 6

What’s your mobile strategy?

• 125 million consumers own a smartphone

• Last Christmas – 1/3 of all online purchases were mobile

• 40% of users will go to a competitor after a bad mobile experience

M O U N T A I N W E S T F A R M B U R E A U M U T U A L I N S U R A N C E C O M P A N Y & 3 6 0 I N S U R A N C E C O M P A N Y | 4 7

What’s Your Social Strategy

M O U N T A I N W E S T F A R M B U R E A U M U T U A L I N S U R A N C E C O M P A N Y & 3 6 0 I N S U R A N C E C O M P A N Y | 4 9

How do your customers prefer to communicate?

M O U N T A I N W E S T F A R M B U R E A U M U T U A L I N S U R A N C E C O M P A N Y & 3 6 0 I N S U R A N C E C O M P A N Y | 5 0

How do your employees prefer to work?

M O U N T A I N W E S T F A R M B U R E A U M U T U A L I N S U R A N C E C O M P A N Y & 3 6 0 I N S U R A N C E C O M P A N Y | 5 1

M O U N T A I N W E S T F A R M B U R E A U M U T U A L I N S U R A N C E C O M P A N Y & 3 6 0 I N S U R A N C E C O M P A N Y | 5 2

“

“Decide how you show up. Culture is a reflection of how you lead.”

- Ryan Estis

M O U N T A I N W E S T F A R M B U R E A U M U T U A L I N S U R A N C E C O M P A N Y & 3 6 0 I N S U R A N C E C O M P A N Y | 5 3

“Leadership and Learning are indispensable to each other

John F Kennedy