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


  • 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

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