Retention & Reengagement after Restructuring: Insurance

Retention and Engagement During an Insurance Company Consolidation

Client Case Study

Situation

Contemplating the consolidation of many operations centers into just a few locations, a major insurance company was concerned about the risks of low retention and engagement during the eight-month process.

Complications

Potentially high attrition during the transition threatened the company’s core back-office operations. A number of people were being moved to new roles and the Director of Leadership Development needed a unifying approach for re-engaging and focusing people on their work performance.

Approach

  1. 5 Dynamics was chosen as a unifying framework because of its focus on work performance and not personality.
  2. Coaches used the report in working with individuals to identify optimal roles in the new organization.
  3. Teams used the team tools to foster clearer understanding how to focus their energy on performance results.
  4. Managers used the individual reports to understand their employees, identify their strengths and coach them through the change process.

Results

  • The strengths-based focus provided a refreshing view for employees to re-think where their talents could be best used in the new organization.
  • The Director of Learning and Leadership Development reports, “It was easy to use at all levels and has had a major positive impact on engagement and retention.”

Related Information

This was an extremely effective executive strategy session that helped our executive leadership team efficiently navigate through our core strategic objectives. It was exactly what we needed.  The approach was practical and valuable for our specific business and market.

I recommend LSA to anyone looking to push their strategic planning, thinking, and growth to the next level.

Blake Krikorian
CEO

LSA has a very unique and powerful methodology regarding learning. Their ability to overcome skepticism, obtain executive support, and create an aligned learning strategy that provides measurable business impact is second to none.

They understand your goals, flex to your needs, and solve problems. They certainly help make my job easier and are a pleasure to work with.

I highly recommend LSA to anyone trying to connect the dots between strategy, skills, knowledge, and results.

Noelle Van Vlierbergen
Human Resources Director

AKQA

Great job in designing the Mergers and Acquisition strategy session for our global leadership team. The session was excellent.

I gained additional insight on the importance of the role of HR regarding strategy, culture, and people in Mergers and Acquisitions and would recommend LSA to anyone looking to align strategies and cultures.

Gloria Veon
Senior Vice President, Human Resources

Fujitsu

The LSA customized Organizational Alignment Survey gave us a comprehensive view of how our employees experience our culture, talent, and strategy.

The systemic approach provided us with a great forum to discuss the strengths and opportunities in our organization, and then to quickly get focused on the key actions critical to executing our business and people strategies.

Mark Forrest
General Manager, FSM Division

Trimble

At a time of change in our marketplace, LSA Global did an exceptional job helping our executive team create strategic clarity by helping us to define, clarify, and prioritize our corporate vision, mission, values, differentiation, target clients, strategic priorities, success metrics and key roles.

They beautifully navigated a very difficult and fuzzy situation, respectfully cleared out all of the cultural elephants, and shared impactful insights and leadership development theories along the way. They have transformed our business.

Laurie Sewell
President & CEO

Servicon-Logo-LSAGlobal

We recently hired LSA to help us take our client delivery methodology to the next level as we continue to grow and help our clients succeed.

The custom strategy and design session exceeded our expectations. They really understood our business and delivered within tight time frames. They were the best I have seen for this type of complex, visible, and strategic work.

LSA’s ability to get a group of 20+ executives from around the globe on the same page, push their thinking to new heights, and ensure an executable plan was excellent.

I would recommend LSA to anyone looking to take their strategy and strategic execution to the next level.

Rob Sturgeon
EVP Client Delivery

Service Source

Working on our HR Strategy was so eye opening.  I feel so much better prepared to be successful as a leader individually and collectively.

Now the entire HR leadership team can drive our growth strategy forward in a way that makes sense.

Kristin Talastas
Director, HR Shared Services

lucid-motors-logo-LSA-Global

We selected LSA Global over 5 other companies to help our key executives improve their overall communication and executive presentation capabilities. LSA exceeded our expectations.

I highly recommend LSA to any executive team looking to better organize and more effectively deliver key executive-level messages — especially when the stakes are high.

Todd Power
Office of the CEO

Thanks a million for the great strategy and cultural alignment session for our global leadership team.

Your experience and patience to expertly deal with the inherent and complex challenges between business units uncovered many hidden truths that created a great roadmap for us to move forward as a unified leadership team.

I recommend LSA to any leader looking to shape and align organizational culture.

Juan Plaza
Geospatial Sales Manager, Latin America

Trimble

We got great value from the executive strategy session.  We would not hesitate to use LSA again with our Executive Leadership Team.

Natalie McCullough
Chief Marketing & Strategy Officer

Service Source

LSA helped us to create the strategic clarity and alignment we needed for our team to thrive.

The practical, no-nonsense, and outcome-oriented approach really helped us all get on the same page strategically and set us up to be a high performing leadership team to focus on what matters most.

Michael Carter
VP Human Resources

Samsung

Having recently completed an acquisition that doubled our size and geographic reach, we needed to redefine our “go forward” strategic plan to address the increasing commoditization of our marketplace.

I was very impressed with the thoughtful and practical way that LSA Global was able to bring our leadership teams together to gain focus, buy-in, and commitment to a compelling strategy that we created together.

Jon Troen
CEO

Mittera-Client-Logo-Technology-Print-Services-LSA-Global

The strategy and alignment work with our leadership team was absolutely transformational.  The decisions we made combined with the transparency, communication, and accountability were exactly what we needed.  Thank you!

Dr. Raphael B. Merriman M.D
Medical Director, Liver Transplantation

Sutter Health Logo LSA Global

As a high growth agency with cutting edge talent, we hired LSA Global to help clarify our strategy and work with our executive leadership team to help implement strategic changes in a way that made sense for our unique culture.

The work was so successful that we also hired them to coach our key leaders. LSA has been instrumental in helping us transition to a new leadership team and triple revenue.  In this age of useless consultants, I highly recommend their practical and business-oriented approach to strategy, culture, and talent.

David Bentley
General Manager

AKQA

LSA has a tremendous ability to distil complex, multilayered challenges into meaningful, impactful, and clear strategies and action plans.

The time we invested as a leadership team to get aligned was well spent in gaining laser focus and identifying ways to prioritize what was meaningful individually and as a team. The facilitation and leadership style was direct, firm, and compassionate.

LSA provided the high level thinking and support for our team to co-create in a rapidly scaling business.

Bindu Garapaty, PsyD
VP, Talent and Inclusion, Diversity, & Equity

Impossible-Foods-Logo-LSAGlobal

Evaluate your Performance

Toolkits

Get key strategy, culture, and talent tools from industry experts that work

More

Health Checks

Assess how you stack up against leading organizations in areas matter most

More

Whitepapers

Download published articles from experts to stay ahead of the competition

More

Methodologies

Review proven research-backed approaches to get aligned

More

Blogs

Stay up to do date on the latest best practices that drive higher performance

More

Client Case Studies

Explore real world results for clients like you striving to create higher performance

More

Top 10 Ways to Boost Engagement

Top 10 Ways to Boost Engagement

Research-backed lessons from over 500,000 engagement surveys responses per year

Way to take the first step to higher engagement!