See Us In Action

OUR STORIES

Transitioning Field Offices to Offices of the Future

Interview with Kathy Kacher

Q: What problem were you working to solve for the client?  What was the burning platform?

A major insurer was proceeding with a multi-year plan to evolve its financial centres into more progressive workspaces.  They had the real estate and IT resources lined up; however, they were cognizant that the differently configured workspaces would represent a significant change for the leadership in the centres as well as the advisers and support staff. Given they didn’t have a plan or dedicated resources to prepare or transition the people, FlexPaths’ expertise was needed.

Creating Pathways & Empowerment for Female Advisors

Interview with Tammy Palazzo

Q: What problem were you working to solve for the client?  What was the burning platform?

A major insurance provider was looking for ways to tackle the industry-wide challenge of low representation of female advisers in their agency system. The goal was to create a program to engage the female producers in a dynamic way that would result in an increase in their sales production as well as a more positive experience within the larger organization (hopefully resulting in greater retention of women and attracting more women to the business).