We incurred $15 million of severance expense in the fourth quarter and took meaningful steps around selling and operating expense management to achieve the $10 million of run rate savings for 2024 that we highlighted on the third quarter earnings call.
Feb 28, 2024 / receipt, needs a key / Brad Hale, CFO | earnings call 2024-02-28 | transcript 763b4bc2-008b-4ec0-a8bb-5c2a3aedfbc2 | chars 9548-9800 | segment 9
We expect these expense management efforts, our continued growth of the business coupled with a decrease in one-time integration costs and flattening interest expense to yield greater than a 100% expansion of free cash flow from operations in 2024.
Feb 28, 2024 / receipt, needs a key / Brad Hale, CFO | earnings call 2024-02-28 | transcript 763b4bc2-008b-4ec0-a8bb-5c2a3aedfbc2 | chars 9801-10049 | segment 9
From a margin accretion standpoint, it's driven by broad-based discipline and operating effectiveness around payroll, operating expenses, and travel and entertainment expense. But notably, it's driven by us kind of growing into and normalizing the investments that were very significant that we made and the talent in our business in 2021 and 2022.
Feb 28, 2024 / receipt, needs a key / Trevor Baldwin, CEO | earnings call 2024-02-28 | transcript 763b4bc2-008b-4ec0-a8bb-5c2a3aedfbc2 | chars 17614-17962 | segment 17
Client Home Specialist | {"ats": "workday", "city": "Boca Raton", "state": "FL", "job_id": "/job/Boca-Raton-Florida-US/Client-Home-Specialist_JR110073", "remote": false, "category": "other", "function
company_statement / Sep 15, 2026 / receipt
Client Success Specialist, Employee Benefits-Middle Market | {"ats": "workday", "city": "Chattanooga", "state": "TN", "job_id": "/job/Chattanooga-Tennessee-US/Client-Success-Specialist--Employee-Benef
company_statement / Sep 15, 2026 / receipt
Field Service Technician I | {"ats": "workday", "city": "Houston", "state": "TX", "job_id": "/job/Houston-Texas-US/Field-Service-Technician-I_JR110207", "remote": false, "category": "other", "function
company_statement / Sep 15, 2026 / receipt
Front Desk Ambassador - Northeast | {"ats": "workday", "city": "Nantucket", "state": "MA", "job_id": "/job/Nantucket-Massachusetts-US/Front-Desk-Ambassador---Northeast_JR110241", "remote": false, "cat
company_statement / Sep 15, 2026 / receipt
Client Manager, Commercial Risk | {"ats": "workday", "city": null, "state": null, "job_id": "/job/Remote-US/Client-Manager--Commercial-Risk_JR110234", "remote": true, "category": "other", "function":
company_statement / Sep 15, 2026 / receipt
Insurance Advisor - Personal Lines | {"ats": "workday", "city": null, "state": null, "job_id": "/job/Remote-US/Insurance-Advisor---Personal-Lines_JR110239", "remote": false, "category": "other", "func
company_statement / Sep 15, 2026 / receipt
VP, Account Executive, Professional & Cyber Solutions | {"ats": "workday", "city": null, "state": null, "job_id": "/job/Remote-US/VP--Account-Executive--Professional---Cyber-Solutions_JR109841-1", "re
company_statement / Sep 15, 2026 / receipt
Video Production Manager | {"ats": "workday", "city": "Tampa", "state": "FL", "job_id": "/job/Tampa-Florida-US/Video-Production-Manager_JR110208", "remote": false, "category": "other", "function": "op
company_statement / Sep 15, 2026 / receipt
Sr. Client Service Specialist, Employee Benefits - IAS Northeast | {"ats": "workday", "city": null, "state": null, "job_id": "/job/Bethesda-Maryland-US/Sr-Client-Service-Specialist--Employee-Benefits-
company_statement / Sep 14, 2026 / receipt
Insurance Advisor, PL | {"ats": "workday", "city": "Charlotte", "state": "NC", "job_id": "/job/Charlotte-North-Carolina-US/Insurance-Advisor--PL_JR110002", "remote": false, "category": "other", "funct
company_statement / Sep 14, 2026 / receipt
Advisor, Commercial Risk - Insurance Advisory Solutions | {"ats": "workday", "city": "Deerfield", "state": "IL", "job_id": "/job/Deerfield-Illinois-US/Advisor--Commercial-Risk---Insurance-Advisory-Sol
company_statement / Sep 14, 2026 / receipt
Sr. Client Manager, Energy - IAS, Southwest | {"ats": "workday", "city": "Houston", "state": "TX", "job_id": "/job/Houston-Texas-US/Sr-Client-Manager--Energy---IAS--Southwest_JR110231", "remote": fals
company_statement / Sep 14, 2026 / receipt
| Brad Hale | CFO | - | receipt |
| James Roche | Chief Insurance Innovation Officer | - | receipt |
| Trevor Baldwin | CEO | - | receipt |
| 2026-11-03 | earnings call | scheduled | ir |
| 2024-01-24 | Chief Insurance Innovation Officer, appointed | sec_8k |