Projects
An Engaged Team of Lawyers
Project Detail
Client: A large life insurance company
Business Area: Advanced Marketing Legal Team
Opportunity: Streamline the work distribution process for complex employer and executive proposals for life insurance sales; align team structure and skills with goals for performance management; and monitor visual data to sustain optimal performance
Results:
- Improved labor efficiency in a critical specialty role that requires years of training to develop
- Delivered a staffing model to support and rationalize future growth needs – Optimized case design information flow between sales support, new business, and policy administration teams
