Representative transformation case study

Insurance & Risk Services

Leading an operating-model transformation from design through national deployment.

Representative career case study. This work was led by Rod L. Wilson during a prior executive role, not by RLW ETG as a firm. Organization names and context are presented as appropriate.
Operating model validation and scale-up

Creating the discipline to take a redesigned brokerage model national.

9Mission-critical offices led across the Western U.S.
1Model Office strategy for validation and readiness
NationalDeployment of the optimized operating model

Situation

A national insurance brokerage needed to prove its redesigned renewal-placement operating model before scaling it across a complex, multi-office organization.

Rod's role

Provided senior transformation and operational leadership across nine mission-critical offices, leading Model Office strategy, user acceptance testing, deployment readiness, KPI/KRI development, stakeholder alignment, training, and management systems.

Outcome

Accelerated national deployment, exceeded financial goals, and established the performance, risk, training, and management disciplines needed to support colleague adoption and client expectations.

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