Project Summaries

An Engaged Team of Lawyers

An Engaged Team of Lawyers

Project Details

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
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