Engaged Team Performance

Project Detail

Client: The Principal Financial Group®

Business Area: Group Proposal Services


  • Streamline the work to produce a quote for Specialty Benefits and Health products
  • Align team structure and goals with new processes
  • Reorganize the department for optimal performance


  • Removed three handoffs from the process, going from four people touching a quote to single-touch processing
  • Process changes improved labor efficiency by 17%
  • Performance management, data feedback, and collaborative norms to allow associates to control their own workflow resulted in additional gain of 24% labor efficiency
  • Reduced staffing by 27 FTEs ($1.2 million annually)

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