About CRM Group
Insurance Guidance Rooted in Family and Built on Trust
What began as a family business has grown into a team serving clients across the country—without losing the personal relationships that shaped it.
Our Story
A Family Business With a Bigger Purpose
CRM Group was built on family values, hard work, and a simple belief: people deserve clear answers and caring guidance when it comes to their insurance.
From the first conversation through the years that follow, we work to make complicated decisions easier and treat every client relationship with genuine care.
Founded
2016
Our Foundation
Family Owned
Where We Serve
Nationwide Guidance
How We Serve
Guidance That Always Puts People First
Insurance decisions can feel overwhelming. Our role is to bring clarity, offer meaningful choices, and remain a trusted resource long after a policy is selected.
Clarity Before Complexity
We explain coverage in straightforward language so you can understand your options and make informed decisions with confidence.
Choice Without Pressure
We help you compare plans and carriers, understand the tradeoffs, and choose coverage based on your needs—not a sales quota.
Relationships That Last
Our support continues beyond enrollment through ongoing questions, annual reviews, and the life changes that may affect your coverage.
Our Leadership
The People Who Started It
Chad McDonald
Owner/Principal
Chad founded CRM Group in 2016 after beginning his insurance career in 2008. As owner and principal agent, he helps clients navigate Medicare and other coverage options with clear, personal guidance. Outside work, he enjoys the outdoors and time with Rauni, their children, and grandchildren.
Rauni McDonald
Owner/CFO
Rauni brings insurance experience dating to 1986 and a diverse business background to her role as co-owner and CFO. She supports the operations behind CRM Group’s personal service. Outside work, she enjoys football, camping, hiking, and time with Chad, their children, and grandchildren.
Behind the Scenes
The Team Behind the Team
Amanda Kroon
Executive Assistant
Amanda joined CRM Group in 2019, bringing her organizational skills to the growing family business. As executive assistant, she helps keep the team organized and supports daily operations. Outside work, she enjoys fly fishing, outdoor adventures, and spending time with her husband, Gary, and their son, Ace.
Keaton Lewis
Agent/Technology & Agent Support
Keaton has served CRM Group clients since 2016 and became Chad’s executive assistant in 2023. With a marketing degree from Boise State, he also supports the agency’s website and technology. Outside work, he enjoys mountain biking, roller skating, and time with his wife, Heather, and their children.
Gary Kroon
Agent/Executive Assistant
Gary brings a background in banking and dental sales, where he helped patients explore affordable treatment options. As an agent and executive assistant, he helps clients find coverage suited to their needs. Outside work, he enjoys the outdoors with his wife, Amanda, their son, Ace, and their dogs.
Life Behind the Business
The Family at the Heart of CRM Group
Personal Guidance Starts Here
Ready to Feel Confident About Your Coverage?
Whether you’re comparing Medicare plans, looking for health insurance, or reviewing your current coverage, a licensed CRM Group agent can help you understand your options and move forward with confidence.
No pressure. Just clear, personalized guidance.