Strengthening Remote Insurance Teams Through In-Person Training

Bonfire worked with their training department for 5 months to design an interactive half-day experience called “Personal Impact.” It involved a card game where participants defined their personal impact on the job and on their team.

There were team building exercises that got people engaged, on their feet, and working together in a fun, profound way. Participants were able to use their personal impact to show accountability, demonstrate trust, and learn how empathy and vulnerability were vital to a team and to their customers.

We piloted it with Senior Leaders, revamped it, piloted it again, and revamped parts until it was perfect for the client’s purpose. Our client wanted to be sure that the customer and the accountability messages were aligned with their values and the program highlighted their North Star, “Driven to help others and do the right thing.” (That’s the kind of collaboration, personalization, and customization you get with Bonfire!)

It was vital that every one of the 4,000 participants would get an identical experience. Therefore, the trainer’s script and preparation was important! We brought in 10 Bonfire Trainers specifically chosen for the project, and conducted a two-day train-the-trainer with them. Consistency of training delivery and experience, as well as standards, were critical.

Between mid-August and October 2024, Bonfire facilitated over 146 workshops in 17 locations throughout California!

Our logistics team was incredible. They worked with our client’s team to ensure materials were at the proper location, labeled, and prepared for each day’s workshop.

Bonfire designed a training reinforcement infographic with key messages that our client distributed a week after attending the workshop.

We designed a short “remote” exercise that managers could do with their teams over Zoom. We took the concept of ‘Personal Impact’ to ‘Team Impact.’ The 30-minute exercise involved sharing team members’ personal impact and then conducting an exercise on desired team impact.

With an objective to foster deeper collaboration, and strengthen relationships across a widely distributed workforce, our client wanted to understand if their employees found the training meaningful and relevant, to know if it connected people, and was worth the required travel. For this reason, our primary measure of success needed to come from the employees themselves.

By implementing an Employee Training Feedback Loop we were able to not only validate the training's success, we were able to create lasting connections that would translate into more effective teamwork and stronger performance in their day-to-day roles.