Personal lines workforce modernization: What’s the price tag?

Personal lines insurers need to look at their company structures from an outside-in, consumer perspective to reimagine business units and operational outcomes.

A survey from SMA shows that 23% of personal lines insurers are not addressing the structure of their workforce at all. (Photo: Shutterstock)

For me, one of the happiest, most inspiring headlines I’ve seen in recent months read: “Nationwide announces five-year, $160M Future of Work investment.” Finally, an insurer was putting a stake in the ground, announcing a major commitment to address a looming and significant reality — the nature of work is changing. The article addressed the “how” of their initiative with phrases such as “reskill and upskill,” “future-ready skills,” and “technology-enabled.”

A recent SMA research report, 2020 Strategic Initiatives: P&C Personal Lines, shows that personal lines insurers are strategizing and deploying around transformative technologies such as AI/ML, IoT, and blockchain. Successful execution is not going to occur without the supporting skills, so there is a clear need that must be addressed. Nationwide is stepping up, and that is very important.

But there’s another angle to this. It’s not just about technology skills training. It’s also about restructuring the workforce. If one holds the belief that it’s all about the technology —  technology for technology’s sake — then going about skill training alone is just fine. But I have met very few people who believe that, including Nationwide, as explained in press releases and articles. Given the enormity of the changes currently in motion related to customer and agent expectations and digital transformation, technology skills alone will not suffice. Personal lines organizations need to look at their business structures from an outside-in, consumer perspective, as well as traditional inside-out, operational perspective, and then reimagine business units and operational outcomes.

Restructuring the workforce

Make no mistake; this is very hard to do. SMA survey results show that 23% of personal lines insurers are not addressing the structure of their workforce at all. The percentage of insurers that are strategizing around this topic has stayed relatively the same for several years — again confirming that it is very difficult to move beyond tradition and culture and view the organization through a new lens. One of the things that makes this challenging is that the industry has historically reorganized itself around the goal of ROI, i.e., put in a new system and offset the cost through staff reductions. Unfortunately, this generally results in shuffling and redistributing work to remaining staff for quick pay-back versus actually realigning and reimagining processes.

Many personal lines insurers are in the enviable position of having newly modernized core systems, and opportunities for operational efficiency abound in this environment. But modern core systems are also a launchpad for workforce modernization.

Paper-based workflow walls can come down, and claims organizations can reorganize around goals of proactive service. Underwriting and product development can unify around insight-driven new market opportunities with personalized coverages and services, and actually deliver in weeks versus months and years. Most importantly, reskilled and technology-empowered employees can focus on complex business needs and not waste valuable time on ticking workflow boxes. While it may seem like an over-worked topic, the retiring baby boomers are creating urgency around workforce restructuring. There has been a long ramp-up to the tidal wave of retiring skill sets, but the moment is at hand. And there is no time to waste.

The new workers entering the workforce will not sit in the same seats as those that are leaving. Fortunately, that is not necessary if personal lines executives take the opportunity to align customer and digital strategies with transformational technology adoption in innovative new ways within organizations that are structured for the new reality of ongoing change. Every insurer will have a different price tag to achieve this state, but it will be money well spent!

Karen Pauli is a principal at Strategy Meets Action (SMA), a strategic advisory firm working with traditional insurers and InsurTech solution providers to manage unprecedented industry change. These opinions are the author’s own.

This column first published at SMA’s blog and is republished here with consent.

More from this author: