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

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

LSA worked with our Executive Leadership Team to help create strategic clarity and alignment as we look to increase our growth rate and unlock innovation.  They masterfully handled very complex, challenging, and high stakes leaders, decisions, and cultural nuances to help us identify what matters most and move toward one unified direction.

Their practical, straightforward, and client-centric approach to strategy was refreshing.  I highly recommend them to any executive team looking to get aligned to create even higher performance.  They are lights out awesome!

Patrick Resk
Chief Financial Officer, Partner

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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

I can’t emphasize enough what a huge shift you helped to create for us as an organization. Thanks again for your change management consulting help and guidance.

The clarity, practicality, focus, and accountability are exactly what we needed to make this strategy and major transformation a success from a hearts and minds perspective.

Cris Alvarez
VP Corporate Strategy

LSA Global Cambridge Investment Research Financial Services Client

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

Thank you for a great leadership development session today. The facilitator was brilliant.  The team got a lot out of it (as did I).

I believe it will help us create an even higher performance culture by ensuring we have a common understanding of how to create higher performance and work toward clear and common strategic goals.

Simon Jefferson
Managing Director

AKQA

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

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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

LSA was very thorough during all phases of our customer service strategy process.  Their time spent with management and our employees went very well.

LSA’s insights were very powerful, and their suggestions for the future were very valuable.

I can’t think of any phase of the process that wasn’t first class.

John Lynch
CEO & President

ESCI

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

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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

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LSA Global really shifted our perspective about strategic clarity and organizational culture.

The 3 C’s approach to workplace culture is very practical and really helps executive teams — even skeptical ones — ensure that your culture is healthy, high performing, and aligned.

Amy Cappellanti-Wolf
Chief Human Resources Officer

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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

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

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