Experience » Global Insurer Case Study

Fortune Top 10 Insurance Company Licenses
Leadership Development Seminars

Our client is the largest underwriter of commercial and industrial insurance, and a top-ranked life insurer in the United States. Globally, the company is the world's leading international insurance and financial services company.

Client Need

	“As I have told numerous folks, this was the best seminar that I have attended at my tenure here at the company. The insight gained and objectives taken away have been a great help to me. They have made an immediate impact, not only in my daily routine here at work, but also balancing the life outside of work.” —Regional VP

Our client’s Corporate Training and Development organization sought to replace its existing third party leadership development course with a customized seminar that would both be solidly based on the research of thought leaders in the field of leadership and on business practices in world-class organizations and be company-centric — that is, support the language that the company used internally in referring to its desired leadership competencies.

Additionally, our client wanted the seminar to:

• provide a forum for both learning and application to tangible current business issues or initiatives during the seminar
• contain content on building alliances and developing individual contributors to be leaders
• allow Corporate Training and Development professionals to be trained and coached to assume the role of lead facilitators of the seminar
• allow for periodic updating and fine-tuning to reflect the company’s changing needs, including language and content for international audiences

Our Approach

Our work with our client was a collaborative venture with Prism Consulting Group. Our collaboration allowed us to bring the best thinking to the service of our client, and allowed for us to be readily available to the client with consultants in both San Francisco and New York.

We began, as we do with every one of our clients, by forming a collaborative relationship with the client’s professional development staff to stay aligned on expectations and deliverables, and on the development and implementation of the seminars.

Three of our Leadership at Work® seminars served as the basis of our client’s new leadership development course. We tailored the materials to include the company’s leadership model, and drew direct linkages between that model and the roles of a leader covered in our seminars. We asked each executive to identify and be prepared to apply the material to an “important innovation, change or improvement that you think needs to occur in your environment for which you would be willing to take the lead.”

Implementation

The new leadership development course currently serves as an essential program in the senior management development curriculum. It is taught in the United States and internationally.

Through a licensing agreement, we allows our client to publish and conduct the course under the guidance of a certified lead facilitator. We have conducted lead facilitator certification programs, and continue to coach our client’s Training and Development professionals to achieve lead facilitator status.

We continue to provide refinements and updates to the materials.