2017 TrueNorth Annual Report

Employees from all of our TrueNorth locations came together in July 2017 for our “Town Hall” series of meetings and celebration.

Welcome to TrueNorth’s Annual Report! 2017 was a year o trans or ation and e olution or our r e announ ed a ilestone in leaders i transitions in a ordan e it our ision e erien ed in redi le ro t it ne tea e ers and re our lient ser i es and relations i s in ne inno ati e a s In t e s irit o inno ation and er etual ro ress e’ e added augmented reality to t is re ort to s o ase i ortant essa es a o lis ents and ilestones li e ne er e ore n s e iall ar ed a es o t e re ort videos are available is eature ill e a aila le for viewing on our s art de i e t rou

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Step 2.

en t e Bli ar a SCAN t e s e iall

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SCAN & EXPERIENCE AUGMENTED REALITY

Step 3.

at t e re ort o e to li e on our s art de i e and en o rue ort ideos

Our Vision [ RATIONALE ]

Our entrepreneurial platform o ers t e ne t eneration o insuran e and ris ana e ent ro essionals an o ortunit to ro t eir usiness it su ort ro stru tured ser i es ro ided i l trained ro essionals

o uild a legacy company with our entrepreneurial platform t at attra ts de elo s and oordinates high performing talent and o ortunities

e’re uilt on t e e erien e uidan e and ard or o our people – and the promise from our founders that we are not or sale

e ire eo le o are t e est o t e est at t eir s ill and leaders in t eir eld

SCAN & EXPERIENCE

Our Vision en e des ri e t e eanin and ision e ind rue ort e’d e re iss i e ailed to ention te en Co e ’s realit o ‘True North.’ is ords a e o ered a ra e or and sound un a erin dire tion or t e r ’s leaders i to ro and e ol e sin e our e innin s in ri inall our r ’s ission state ent rue ort ’s ision statement is “to build a legacy company with an

entrepreneurial platform that attracts, develops and ile our r ’s ission coordinates high-performing talent.” state ent uides our lient e erien e rue ort ’s ision state ent ser es as an internal o ass a la e or us to loo it in and see sound un a erin dire tion s our industr ontinues to an e and e ol e our lients’ needs an e alon it it allen in our talented tea o ro essionals to reate and i le ent ne and inno ati e strate ies In t is aria le en iron ent rue ort re ains rooted in our elie s dra in stren t ro our o it ent and ision or t e uture Our entrepreneurial platform as also el ed us re ruit and retain indi iduals t at are e e tional at t eir s ill and res e ted leaders in t eir eld it t is talent e’ e reated alue t rou s e iali ation and a e in ested in tea s and resour es t at t and ser i e our lients’ uni ue needs a ross an arra o industries ro

AUGMENTED REALITY

Duane Smith, CEO rue ort ’s ront des to our e e uti e suite t is o it ent and in est ent s ans t e entire or ani ation and ser es as a sound is ear e’ e o used on ra e or or our legacy company en an in our talent e erien e tea and uildin a o used and onsistent ro ess or performance ro t it in our eo le and t rou out t e r Just as t is ission state ent as e ol ed to e o e our or orate ision as also een a ear o evolution for our r s e loo to t is o in ear ill el o e ore o t e sa e e’re e ited a out at e’ e uilt ere e’re oin and loo or ard to ontinued ro t and su ess or ears to o e

Duane J. Smith, CEO

(Scan this page to watch a personal message from Duane.)

legacy company SCAN & EXPERIENCE AUGMENTED REALITY

Dave Verhille, Executive Vice President

Pete Layden

Steve Lounsberry

ur en our si oundin rin i als o a is Jones a Insuran e er i e Cor oration and er ille sso iates a e to et er to de ide on a ne na e arr Ber dale t e o an ’s rst air an su ested rue ort a ter readin Co e ’s e e en a its o i l e ti e eo le e ounders ad ust le t a eetin it a ar etin r t e ’d ired to assist it na in t e ne l er ed o an en arr e lained Co e ’s on e t of ‘True North’ as the guide and direction we all strive for in our li es it so e t ou t and intros e tion t e si olle ti el reali ed t at t e r as reated it t e intent to or e lastin eanin ul relations i s In order to do t at t e ad to e ra e Co e ’s res e ted and ti eless rin i les o ara ter and ado t t e as t e r ’s o n oral o ass in e its oundin rue ort as ontinued to uild t e r on t e e erien e uidan e and ard or o our eo le o eratin on t e ro ise ro t ose si ori inal ounders t at e are not or sale oda rue ort re ei es alls ro lar er r s e ressin an interest in u in or a re atin rue ort into a lar er ortune o an ut our r ’s sound un a erin dire tion has never faltered, and our focus on building a ‘legacy

company’ only strengthens with time

Loren Coppock, Chairman

Duane Smith, CEO

“

Larry Bergdale

en e a e to et er e ne it as

the right thing to do,

ut I ne er en isioned t at e ould e ere e are toda

Success breeds success

and I am so proud of what e’ e a o lis ed e’ e trul e o e a leader in our industr - Pete Layden, Past Chairman & Principal

Corporate Accolades ational

e ional

Insuran e Business • •

Elite Agency Finalist for Retail Agency of the Year

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Corridor Business Journal • •

#4 Coolest Places to Work “Best in the Corridor” Lists: • •

Best i e Insuran e ro ider Best ro ert Casualt Insuran e ro ider

e ionall t e Corridor Business Journal deployed their annual sur e re o ni in t e est usinesses ro essionals or ani ations and ser i es in t e astern Io a Corridor as oted CBJ readers ar s t e ourt ear in a ro t at rue ort as een na ed Best in t e Corridor in t o ate ories

entrepreneurial platform

ate val id

$5M-$10M $0-$5M Revenue for each company, prior to merger.

2001

Merged to become TrueNorth with six owners, 96 employees and 10 profit centers.

Ceilin s o Co

le it

organize

emerge

$10M-$25M 2005

Hired COO & CFO, in effort to provide better infrastructure and balance across firm. Notion of “Critical Indicators” was born.

e aliz visu

lead

excel

$100M-$200M

$50M-$100M $25M-$50M 2010

Grown to more than 10 locations across the country.

TODAY

2020

Vision 2020 and preparing for Vision 2025.

Split CEO and President duties into two roles to advance as a legacy company. Investing in infrastructure for scalability and continued growth.

617% otal sin e

ro t

ro t

It’s een re ardin to la a art in rue ort ’s ontinued e olution is ear rue ort as re o ni ed in Insuran e Journal’s o Co er ial ines eaders o in in at e a e or ed ard to rea t is le el and lan to ontinue li in t e list as an insuran e industr leader or an ears to o e o et in e a e learned t ou is evolving is not easy. e e ol e s e ati s o n a o e is de ned re enue ran es or a reason it’s ard or to o e ro one le el to t e ne t and it ould e u easier to e o e o la ent and de lare i tor sta in ere e are But rue ort as ade a o it ent to or ard e ra e an e in est in a ro riate resour es and o it to ro t in a t ou t ul ell alan ed strate i a onorin t is o it ent rue ort as ade an e ort to onitor and e aluate all arts o t e usiness ne essar or su ess Finance, Growth, Client Experience and People. e a e learned t at i t ese se tors aren’t alan ed and ali ned t e or ani ation ill su er until a e ted areas are ro erl addressed ese our as e ts o our usiness a e to e ol e to a e t e a en its est and its stron est

In t e inan e se tor alan e as to e ot s ort ter and lon ter In the short term, we have to demonstrate

Bill Teubel, CFO

excellence and accountability

so e an und in est ents t at a e t e r stron er In e o used on rainin and e elo ent ade our ro t nit ore ro ust and ontinued u radin our strate i in rastru ture ese in est ents ut t e r in a osition to rin on ne artners and ro ide t e lue rint to fund perpetuation opportunities internall ee in our ideas and leadership innovative, fresh and strate i It ta es a lot o or to re are ont l on undreds o ro t lat or t e larit a ounta a in rue ort etter and

ud ets ore asts and re ort enters But t is i es us t e ilit and o ortunity – to evolve, ore su ess ul ear a ter ear

Talent Experience , Training & Development

Legal Legal

Technology Business Development

Administration & Operations

Marketing

Accounting

Finance

ared er i es Co

an

en rue ort as rst esta lis ed t e t ree oundin o anies a reed to reate one uni in tea Shared Services or er Co to su ort t e entre reneurial in rastru ture o t e or ani ation and ensure o esion a ross di isions oda e are de ned tea s o s e ialists o are e erts in our eld o or o erin i ortant resour es r ide

Our Trusted Teams:

• d inistration erations • ountin • Business Development • a ilities • inan e • e al • Mar etin • alent erien e • e nolo • rainin e elo ent

Scan this page to view a video captured in July of 2017, to learn more about the type of impact these teams make each year.

t er

ota le ro ress

Solar Panels: o reate a ore i rant sustaina le uture and to ontrol uture ener osts e’ e in ested in roo to solar anels or our ead uarters ese anels ill redu e reen ouse e issions 1,561 metric tons of CO2 over 25 years – the e ui alent to lantin trees

First Annual Firm-wide Producer Planning Session: ur ro t nit o rised o our Mar etin and Business e elo ent tea s olla orated on aterials resour es and urri ulu or rodu ers t at ill de ne t eir at or and e ond is rst e er e ent ill a en a ain in

SCAN & EXPERIENCE AUGMENTED REALITY

high performing talent

Individual Recognitions Duane Smith

Corridor’s Most Influential | Corridor Business Journal

Ty Kimble

Leadership Award | Cedar Falls Community Main Street

Ted Messer

Wellmark Promise Award | Wellmark

Josh Budke

Forty Under 40 Recognition | Corridor Business Journal

Sarah Madsen

Forty Under 40 Recognition | Corridor Business Journal

Teri Copler

Role Model for Success | Kirkwood “Currents” Magazine

Jason Smith

Featured Leader | “Leaders Edge” Magazine

Amy Sauter, Elizabeth Farmer, Jean Bird & Teri Copler 2017 Campaign Coordinators Award | United Way of East Central Iowa

Top 100 Producers Insurance Business America

TrueNorth was proud to claim seven of Insurance Business America’s Top Producers: the list was comprised of 100 men and women that collectively represent the best and brightest of the industry.

• • • • • • •

Peter Berg Matt Evans Stuart Haker Adam Hermsen Devin Pipkin Trent Tillman Bill Zenk

tead

ro t

Dru Bridges, COO

ur intentional and a ressi e irin is e iden e o rue ort ’s stead ro t and a testa ent to t e o erall ealt o our r In 2017, we hired 60 talented e’re individuals In ro e ted to ire anot er ne tea e ers to t e rue ort a il In a t e’ e sur assed our ori inal ure esti ated or an esti ated e lo ees

LEGACY VALUES

SCAN & EXPERIENCE AUGMENTED REALITY

• Inspire creative thinking and foresight • Aspire to learn and develop • Continuous improvement

ur Culture

eo le

In e introdu ed t e rainin and e elo ent tea and their new platform, TrueNorth Enrichment e tea ’s oal is to su ort rue ort as a learnin or ani ation t at edu ates en a es and e o ers our e lo ees to reate alue or t e or ani ation t e r ’s lients and one anot er I le entin a learning culture is riti al or an reasons it el s us de elo t e s ills and talent e need to eet industr standards res ond a ro riatel to lient needs and ontinue to reate and rodu e inno ati e solutions ur learnin ulture is rooted in t e r ’s ore alues no no n as C alues i el us sta ulturall ali ned and er etuate a s ared ideolo ere hard work, open

communication and excellence are valued

In e ran a su ess ul a ai n on our re ned values t rou out t e r and re ei ed o er el in arti i ation ro e lo ees e also sa ontinued su ess it ross di isional olla oration and an in rease in en a e ent a on st our re ional lo ations all o i ere ueled ositi e eed a and en oura e ent ro our tea ates In e are e ited to introdu e an online learnin ana e ent s ste to e lo ees e’re ar ed it a o it ent to ad o ate and o enl o uni ate strides in uildin out and i ro in our r ’s oundational alues t e leaders i ro ra and enu o o ortunities or ollea ues t rou out t e r

• Active listening • Open and effective communication • Same information = Same conclusion

• Build trust • Show respect, integrity and authenticity • Celebrate

• Outstanding preparation • Discipline and hard work • Quality results

• Anticipate client needs • Engaged and empathetic interactions • Perform random acts of kindness

• Seek first to understand • Cooperation and teamwork • Positive outcomes for everyone

president of the present

“

I an rest assured t at it ot Jason’s leaders i and all o t e leaders e’re de elo in ere at rue ort t at

the best is yet to come - Duane Smith, CEO

Buildin a e a An excerpt from our formal Press Release in February 2017: rue ort is e ited to u li l announ e so e i ortant leaders i e olutions Jason it e uti e i e resident o rue ort ’s rans ortation i ision as een ro oted to resident o rue ort Duane Smith will remain CEO. s a rue ort rin i al and oard e er or o er a de ade Jason Smith has provided leadership to the transportation industry, assistin in its e olution ro a s e ialt ni e to one o t e ost ro ta le se tors in t e r it an e e on t e uture Jason ill urt er is o us on t e r ’s usiness de elo ent oals and losel onitor rue ort ’s ontinued ro t u eedin Jason it in t e e uti e i e resident role is rent ill an re iousl ra ti e eader o rue ort ’s sset i t is olutions ra ti e s rue ort ’s C ie e uti e er uane it ill ontinue to a e an a ti e role in rue ort ser in t e o an in t is a a it until is e entual transition to C air an uane’s o us or t e ne t se eral ears ill e on ontinued ro t as ell as

urt er aturation o t e rue ort o eratin s ste entered around alue reation or rue ort lients ollea ues and strate i artners in e rue ort as o used on assistin lients it rote tin and a i i in assets resour es and o ortunities e r ’s entre reneurial o eratin lat or and odel as su ess ull ena led rue ort to in rease sales se en old and e and ar et resen e to additional lo ations sin e its oundin e r ’s ro t is in ali n ent it rue ort ’s ision i esta lis es a oal o o er illion in re iu s and anti i ated ro t to a o odate o er sta e ers ese e olutions ar an i ortant ilestone in t e r ’s su ession strate o o t e oundin rin i les o rue ort ere to re ain ri atel eld and to er etuate ro it in urt er ore rue ort ’s la s sti ulate t at e uit ust e in to transition at a e is e olution allo s or Jason and uane to s end t e ne t t ree ears leadin t e r to et er settin u a sea less transition in

“

er or ani ation is an ored in t e resent and the pursuit of urrent o ortunities ile ontinuall en isionin t e uture e t o s ill sets are entirely different, i is I t in or ani ations ou t to have a

“president of the present” o is ta in are o usiness toda and a

“president of the future” o runs t e e ui alent o an internal t in tan to envision what tomorrow ill loo li e - Ken Blanchard, “The Leadership Journey”

leadership evolution

SCAN & EXPERIENCE

“

AUGMENTED REALITY

Our leadership styles are similar, but yet they’re different.

I’ ore o a ui start ’ Jason’s ore o a ollo t rou ’ It allo s us to nd t at iddle round e ause e ot ene t ro ea ot er’s stren t s

- Duane Smith, CEO

We’re both committed to the present and future of the organization. e trust and res e t ea ot er ere e’re a le to na i ate o le ities and et to t at ealt t ri in ro in la e or our lients and ollea ues - Jason Smith, President

president of the future Introduced and wrote their O/O program, signifying Jason’s transition to Transportation focused business.

Became a licensed insurance agent!

ACCOUNTING department part-time at Insurance Service Corporation of Iowa (ISCI).

ALLIED

1997

1995

AGE 14 Learner’s Permit, Duane’s Chauffeur.

ur resident This announcement was captured by the Corridor Business Journal, sharing our story with our region’s business community. The following are excerpts from that story: “Jason is an t in ut a stran er to rue ort ’s e lo ees and lients e led t e o an ’s trans ortation di ision o er a ear eriod durin i its re enues tri led e usiness as een in is lood sin e a out t e a e o en e se ured is learner’s er it to dri e and is at er let Jason dri e i to a oint ents In Jason as as ed et er e anted to re are or a ontinued areer in t e trans ortation di ision i no enerates er ent o rue ort ’s re enue or a roader leaders i role in t e o an In t e nal anal sis Jason reali ed e ould a e a reater i a t in a ore senior role and t at rent ill an as read to lead t e di ision I’ ears old ut I’ e een e osed to t e industr or ears and I’ e een in t e industr ears ’ Jason said I’ e studied leaders i and tea or or ears and a e t e a ilit to relate to di erent enerations ’ s t e rst e er o eneration to lead t e o an Jason o es to ser e as a rid e to t e enerational di ide et een a oo ers and illennials s a leader e o es is st le refle ts t at o is at er

CLAIMS

department part-time at Insurance Service Corporation of Iowa (ISCI).

CLAIMS

During the full school year, worked in Claims at ISCI.

2017

entered into ownership “sweat equity model.”

2015 2013

WROTE

SCHNEIDER

at the same time TrueNorth was being formed.

EXECUTIVE

2007 2006

1998

1996

1990

OWNERSHIP

2001

internship in Des Moines.

of TrueNorth Companies.

to Board of Directors.

TRANSPORT

LICENSED

PRESIDENT

APPOINTED

MARTEN

FOCUSED

sponsorship & leader of business development.

LEADERSHIP evolution to become the EVP of Transportation with the perpetuation of Loren Coppock and Larry Bergdale.

on production, problem solving and innovation within the Transportation division as a lead sales person.

EXECUTIVE accepted as a new member of the Executive Team.

GRADUATED

on Saturday, and reported to work on Monday. Worked on Local P&C Accounts and lost every deal. Began working on AFLAC/APAC Open Enrollments for Mike Vogel.

FULL TIME

During Christmas break he began working in Claims full-time at ISCI.

“

s e o or ard as an or ani ation it’s uane’s notion of problem-solving, commitment, value creation and helping people t at’s dee l o en inside o e as a an us and at er and a leader it in rue ort is is a landmark moment in TrueNorth’s history worthy of refle tion and a res onsi ilit to arr is le a or ard - Jason Smith, President

Our Mission [ RATIONALE ]

e or to ul ll our lients’ needs ile tendin to our r ’s e olution and sustained ro t in itin t e to e and ad an e and e ol e it us

o assist companies and people with protecting and maximizing assets, resources and opportunities.

e el eo see

nd eanin in in o anies and le nd relie and on den e

e ursuit o inno ation i es our tea o etiti e ed e uelin on den e and e ite ent or t e uture

Our Mission

Jason Smith, President

rue ort ’s ission state ent onsists o t o i ortant elie s t e rst is in our o it ent to ro idin an e e tional le el o are or ot o anies and eo le and t e se ond in es on t e unda ental elie t at e er indi idual alues sta ilit se urit and as ires to do and a o lis ore in li e ta ilit and se urit are a ie ed t rou rote tion and our or ani ation nds eanin in el in companies and people nd relie and on den e In eetin t eir needs e’re o eratin ro a la e o sta ilit and se urit oursel es and an eel rote ted and assured o our r ’s uture eratin in a s a e o assuran e e a e t e reedo to rede ne oals and s a e our as irations at ot t e indi idual and or orate le els t an indi idual le el e a e o used on rote tin our a il and a a o li e ile at t e or orate le el e as ire to loo a ter our or or e and ensure t e o an ’s assets and intelle tual a ital are ro erl rote ted t rue ort e re o ni e t at e er or ani ation indi idual as t eir o n uni ue set o alues and a orrelate t eir needs it t ose o our o n ile t protect and maximize t eir li es e or to ul ile tendin to our r ’s e olution and sustained

a il and itions and e e loo to us to ll t eir needs ro t is

SCAN & EXPERIENCE AUGMENTED REALITY

utual onne tion and s ared tra e tor in ites our lient to it us

expand, advance and evolve ri t alon

s rue ort o es or ard our ission state ent ill uide us in dri in de isions reatin alue settin standards or ser i e and re ruitin trainin and de elo in t e est talent in our industr Inno ation is an ele ent o t e s e ial a ri t at a es rue ort o e are and uels our on den e and e ite ent or t e uture In t e ne t e a es e’ e i li ted stories ro our lients to illustrate the many ways that we support their daily lives, and ro ide resour es to el t e rea t eir oals in t e uture

Jason D. Smith, President (Scan this page to watch more from Jason.)

companies and people

Josh Budke, Employee Benefits Executive Vice President

Max Smith, Risk Management Executive Vice President

i isional

o plis

ents

Dave Verhille, Financial Strategies Executive Vice President

Trent Tillman, Transportation Executive Vice President

oals

is Mana e ent Achievements: • Introdu ed C er e ender to el usinesses reate a usto er lan • eleased i MI i ana es or ers o ensation auto eneral lia ilit ar o and ro ert insuran e lai s • n an ed tea resen e and a a ilities in our es Moines and C i a oland o es Goals: • e lo an en an ed lient e erien e a ross lo ations to our s all usiness and indi idual lients • Introdu e a orld lass on oardin e erien e or ne lients to ensure a s oot transition oid o sur rises • aun an M ra ti e to el a uirin usinesses identi ris and a i i e o ortunities

lo ee Bene ts Achievements: • erien ed est ne usiness ro t in di ision istor • trate i te nolo lient artners i s or in reased e ien ies and in or ation a ess • n an ed rue d o ate e lo ee ad o a and su ort Goals: • urt er de elo a s ala le nan ial anal ti s lat or and ser i es or our lients • e elo inte rated a roa or ealt and ealt ene ts • Introdu e our or or e o ti i ation a roa

inan ial trate ies Achievements: • I ro ed Client er i es ia sta additions in ludin a Certi ed u li ountant • Introdu ed a erless te nolo dri en in est ent ad isor solution • e elo ed inan ial ellness edu ation lat or to assist e lo ee ene t arti i ants it retire ent lannin • e elo ed e a olutions to assist usiness o ners and t eir e lo ees it estate lannin usiness su ession lannin retire ent in o e sour in and usiness aluation a i i ation • Maintained et ro oter ore o Goals: • arti i ate in lo ee Bene ts outrea o uni atin nan ial ellness • ssist lients it na i atin ta re or to a ie e nan ial oals • I le ent te nolo inno ations or in est ent ad isor solutions • Continue lo ation ro t initiati es t rou olla oration

rans ortation Achievements: • u ess ull transitioned e e uti e leaders i rent ill an to o t e rans ortation i ision and C ad ur to • Cele rated ei t ear o dou le di it o ound annual ro t • elerated e ansion o our alue reation a a ilities lternati e is olutions lient a in te nolo ies and t e laun o our is olutions usiness unit Goals: • ie e reater t an or ani ro t and reater t an sales elo it • Continue to re ne our lient e erien e odel to attra t and retain ri t t lients

Specialties at Work ersonal is Mana e ent t rue ort

e o us on needs of our clients.

at’s

ost i

ortant the individual

ur uni ue lient entri a roa in ersonal ines o ines ersonali ed ser i e it inno ati e te nolo to ro ide t e e erien e e t in e er one deser es ro ealt insuran e to o e and auto oli ies retire ent to nan ial lannin our s e ialists in is Mana e ent inan ial trate ies and lo ee Bene ts el de elo a roa ti e lon ter strate as indi idual as our lients rou our ersonal rote tion d anta e™ e’re trans or in our industry and the lives of every family we work with – today and into t e uture

Our Trusted Services:

ersonal ris ana e ent re ie s etire ent nan ial lans e a solutions lans e iali ed solutions e ond insuran e e ialt insuran e rote tion including:

i alued o es | reed alue utos | Colle tions | ersonal ire tors ers ia ilit | o esti lo ees | Multi tate ounts | Catastro i ra el | lo al ia ilit | a

t

“

rue ort too t e ti e to completely understand and assess insuran e needs and desi ned a ro ra t at as tailored to eet t e I ould not e ore leased it ot t eir expertise and service - Mitch McElree, Cedar Rapids Bank & Trust

protecting and maximizing Thompson Truck & Trailer team members.

Evolving With Our Clients ddin

alue

rue ort lient sin e o son ru railer initiall en a ed it rue ort to i le ent solutions and a lon ter strate or t eir e lo ee ene t o erin s •

rue ort introdu ed o son’s leaders i to ealt olutions C to assist it t eir wellness program and in rease t e ealt o t eir e lo ee o unit • el ed o son transition ro ull insured to self-funded, i in t e o an ore ontrol o er t eir ris • Condu ts new hire orientations on a ont l asis ste in ea e lo ee t rou t eir indi idual ene ts o tions so t e ’re a are and no led ea le a out t eir lan Over the past four years, our relationship has evolved to a deeper le el allo in us to roaden o rue ort ould ro ide alue e ere a le to onne t o son to our s e ialists in is olutions oda rue ort is el in o son’s or or e sta ealt ro a olisti stand oint i a tin ot ellness and sa et results

“

rue ort as el ed us ure out how to confront incidents and learn from them in a eanin ul a - Dennis Thompson, Owner of Thompson Truck & Trailer

Specialties at Work Real Results e di eren e a er or o son as in t eir enuine ener and interest in reatin a eanin ul ro ra and a sa e ealt ulture or t eir e lo ees it t eir leaders i ’s su ort our is olutions tea as a le to i le ent a e e strate ies t at reated real ositi e results • Built a sa et rand e asi in a renewed focus on safety, startin it t e indi idual • I le ented a su er isor sa et ro ra t at entrusted front-line supervisors it i le entin ne e sa et initiati es • do ted strate ies t at a e de nition to t eir ore alues s a in a culture rooted in t ose elie s all ile uttin s ste s in la e to easure and tra ro ress • Colla orated to de elo a safety campaign re ardin e lo ees or noti in unsa e e a iors and ris s in ludin a allen e to re ard e lo ees or identi in areas ere loss as o urrin and su ittin ideas to i ro e ro esses B t in e lo ee en a e ent to t ese initiati es ro ress as sustained ausin o son’s o erall nu er o in idents to lo er dra ati all ur artners i en oura ed o son to ad ust t eir nan ial s end to a ro riatel lo er t eir o erall osts nd urt er ore e a inin t eir lai s e ound o ortunities to o er solutions t at addressed e issues

Thompson Truck & Trailer team members.

assets, resources and opportunities Meet onnie onnie is an ner erator tru dri er is eans t at e runs is o n usiness and is o itted to deli erin loads and ta in are o is a il I so et in un oreseen ere to a en to onnie or is usiness is a il ’s a o li e ould su er i is e’s M osen rueC oi es to rote t is ealt usiness and nan ial se urit ou l o dri ers are not o ered ealt insuran e or a ealt are lan

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TrueChoices personal benefits platform was designed exclusively for owner operators by TrueNorth. ese ersonal ene ts o er alue to dri ers and t eir a ilies rote tin t eir ealt usiness and nan ial se urit rueC oi es in ouse usto er ser i e tea is a aila le to assist dri ers it enroll ent lai s and uestions

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SCAN SCAN&&EXPERIENCE EXPERIENCE AUGMENTED AUGMENTEDREALITY REALITY

“

ids don’t understand t eir dad’s one or t eir o ’s one t e o is di ult on a il and ids es e iall ids a e to reali e t at t eir arents aren’t one e ause t e don’t are

their parents are gone because they do care –

and t e ’re on t e road or ou or your future and for you to have the t in s ou a e in li e - Ronnie Russell, Owner Operator, Don Hummer Trucking

SCAN & EXPERIENCE AUGMENTED REALITY

An Evolving Landscape ro in as Industr er t e ast

ears

e ialists

e a e e t a at

ul e e on t e transportation industry’s evolving landscape. Over the past de ade t e ast Mile se tor as ro n e onentiall and it it t e allen es asso iated it se urin rote tion or usinesses o eratin in t is s a e ast Mile addresses t e need to deli er rodu ts ro a trans ortation u to its nal destination in t e end lient’s o e o on ront t e asso iated ris s and e ol e alon side t e industr e a e asse led tea s and te nolo lat or s to eet t e needs o a ast Mile enter rise rue ort e aluates ast Mile ris s ro

our distin t uadrants

Legal & Compliance, Safety & Capacity, Technology & Efficiencies, and Risk Transfer Strategies. uadrant

uadrant e onsider t e uni ue and o on ris s a in a t ird art lo isti s o an n e rele ant ris s are identi ed e desi n resent and i le ent solutions to ta le t e or ris s t e and rue ort annot e e ti el ana e e introdu e ris trans er or ut si l insuran e e tre endous ro t it in t e ast Mile se tor o ers si ni ant o ortunities or our lients to ro and e and t eir o erations s o anies ro ris ana e ent and sa et dis i lines ust e ol e at t e sa e a e

rue ort ’s our uadrant a roa ensures a alan ed and olisti a roa to enter rise ris ana e ent In rue ort ill ontinue to dedi ate resour es to uildin ro ra s t at or to et er to ro erl rote t t e s i er t e t e ontra t arrier and end usto er

“

et er ou’re deli erin online oods a a es or eo le TrueNorth has the expertise and capabilities to help you o ete in t is de elo in ar et - Peter Berg, Transportation Practice Leader

SCAN & EXPERIENCE AUGMENTED REALITY

n ard into 2017 was a year of evolution or rue ort e o used on e initiatives rooted in our vision and mission statements, and announ ed an i ortant ro ression it in our r ’s leaders i ese ilestones ontinue to ro ide us it a lear o us and sound un a erin dire tion e also de elo ed our olisti ud et ade si ni ant strides in i ro in our ro e t ana e ent e orts and reated a d na i tea around ro essional de elo ent it re ard to lient ser i es and e erien e e’ e or ed to uild out usiness de elo ent and ar etin s ner ies ta es us urt er do n t is road In our uest to uild an ner’s Manual or rue ort e ill ontinue o usin on uildin our le a o an ile i ro in u on our oundational stren t s e’re sta in t e ourse or our uture an s or ein a i and e ond it ou

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“

e de ne leadership as t e a ilit to communicate the vision and instill on den e in others to follow and succeed - Duane Smith, CEO

We exceeded our donation goal for the United Way of East Central Iowa by 40%, giving a total of $108,000.

We hosted a giving tree offering 120 gifts to 40 children through the Olivet Neighborhood Mission.

Donations to the victims of Hurricanes Harvey & Irma.

Ted Messer was recognized by Wellmark, receiving the Promise Award which also provides an opportunity to select an organization to receive a donation. He chose The Arc of East Central Iowa.

In 2017,

$739,000+ was donated to the communities in which we live and work.

The “Crane Crew” posing next to the equipment they were trained to operate through TrueNorth’s safety training program.

Our Employee Benefits team at the Capitol in Des Moines, IA.

TrueNorth at the Iowa vs. Minnesota football game.

We enjoyed sponsoring Junior Achievement’s fundraiser, “Volley4Education!”

TrueNorth participated in the Iowa Army National Guard’s Community & Employer Day.

We’re a proud sponsor of the TrueNorth Youth Hockey Team in Chicago.