Client Spotlight

Insurance

Cor Partners

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Situational Overview

• With a commitment to building a culture of care, compassion, and respect across its three companies, Cor Partners sought to move an informal Diversity, Equity, and Inclusion (DEI) approach to a more formal and sustainable DEI effort.
• Client views promoting employee engagement and a implementing a formal DEI approach as a means to foster talent retention and alignment, while increasing organizational performance and stakeholder value.
• Client sought outside consulting support to formalize its DEI strategy and to develop and implement a DEI roadmap.
• CEG was selected to provide these consulting services.

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CEG Solution

• CEG provided consulting services that included:
  • Executive interviews to gain insights into their perspectives, expectations, and desired outcomes.
  • Site visits to companies’ headquarters to conduct meetings with team members and make observations and gather data relative to cultural variances and similarities between the client companies.
  • Collaborating with key client leaders to produce a DEI Prioritization Roadmap through an iterative process.
• Ongoing, CEG will collaborate with client to weave in DEI concepts, policies, and strategies as need and develop a DEI Council Strategy.

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Results

• Working with client leadership, CEG collaborated to produce:
  • DEI Executive briefings summary.
  • Communication plan, checklist, and initial communications content.
  • DEI draft Prioritization Roadmap and subsequent revisions to create the adopted Prioritization Roadmap.
  • PowerPoint presentation for executive leaders.
  • DEI Future State Report
• CEG will deliver going forward:
  • A DEI Council strategic plan
  • Support to develop/refine DEI concepts, policies, and strategies.
• High level of executive, leadership, and stakeholder engagement and satisfaction.