The insurance landscape is in a state of rapid change. Benefits brokers are experiencing a transformation that we can all agree is long overdue. While this evolution is exciting for all stakeholders — brokers, carriers and policyholders — there is also the potential for fear of change and pushback.

Adopting new technology and making changes to existing operations can be painful and must be managed with strategy and proper direction. You can change technologies very quickly in the right circumstances, but altering the way employees think about their roles, the business, and culture doesn't happen overnight. The time required to transform hearts and minds must be built into your change management plan.

3 principles of change management

Change management combines behavioral and social sciences, information technology, and business solutions to lead individuals and teams through organizational change. By valuing staff and understanding what change will mean to them, employers and their advisors can create a culture that embraces change and avoid failed change efforts. We build our change management strategy around three core principles: