Best Practice Events & Live Case Studies

We facilitate Live Case Studies and best practice days, to share learning from our Award winners and finalists over the summer months, especially from the Transformation & Innovation Awards. This is another great opportunity to learn about the fantastic things that these organisations have achieved. These are interactive events to allow plenty of time for questions with key stakeholders in the transformation and networking with other delegates focussed on the same challenges. 

As a member, you are not on your own but part of a community with others facing many similar challenges. We are here to help you to make a tangible impact in your organisation and show how developing the capability of each specialist professional function is fundamental to your business.

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2015 Innovation & Transformation Awards: Engagement: driving a customer culture at LV=

Published on 27 April 2015

2015 Innovation & Transformation Awards: Engagement: driving a customer culture at LV=

See the full Case study.

Who should attend? Whether in a leadership, quality, insight, HR or change role, this case study offer insight on motivation and support for people in a genuinely customer-focussed operation and managing a change in culture and behaviours.

If you are a leader or work in a sales organisation regulated by the FCA then this session will be of interest to you. It will be of particular interest f you are looking to change sales incentives and manage people through a difficult period of change.

How customer focus at LV= led to removing sales incentives & targets, part of a strategic change involving new approaches to engagement, performance management and cross-skilling.

  • Understand how to remove sales incentives, driving the right behaviours for customers without damaging sales performance
  • Gain insight into the approaches that successfully establish a customer service culture and support cross-skilling across sales, service and claims
  • Hear how the change team communicated and supported people with a host of activities and changes 

Regional managers, HR, planning, compliance and change teams have worked together on a major change in  performance focus for sales advisors at LV=. This has massively improved customer experience, borne out by a 36% uplift in internal CSat (quality) scores. It will also deliver £3.7m savings over five years. Instead of individual sales commission, CSRs joined the same LV= group annual bonus scheme. During the three months from announcement to implementation, CSRs were supported by presentations, one-to-ones, tailored letters and had access to follow ups. Team leaders played a crucial role in smoothing the journey and engaging CSRs, ensuring full FCA compliance. With the new approach, CSRs are actively learning new skills; they feel the benefit of development and it provides flexibility in cross-skilling, a key enabler of a new operating model.

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As a member, you are not on your own but part of a community with others facing many similar challenges. We are here to help you to make a tangible impact in your organisation and show how developing the capability of each specialist professional function is fundamental to your business.

Book for one of our events to experience our exceptional community or get in touch to talk about how we can help you and your teams to be fully effective in adding value to your business. Email advice@theforum.social, call 0333 123 5960 or contact any of The Forum team