Proven Results
Real engagements. Measurable outcomes. Here's how our research-informed approach has helped carriers and organizations achieve meaningful results.
From Top 5 to Top 3
The Challenge
The carrier was consistently quoted by agents but rarely selected for binding. They needed to understand what was keeping them from being a top-choice carrier — and how to change it.
Our Approach
We conducted deep research into the factors that actually drive agent preferences — looking beyond pricing to uncover relationship dynamics, service gaps, and unmet needs. These insights informed a redesigned go-to-market strategy and a retrained field team focused on building stronger agent partnerships.
Results
98% Technology Adoption in 30 Days
The Challenge
The organization had experienced failed CRM implementations in the past — driven by low staff adoption and misaligned workflows. Leadership needed a different approach to ensure their new platform would actually be used.
Our Approach
We invested equally in preparing people and optimizing workflows before the technology launched. A research-informed change management process ensured that every team member understood the why behind the change — and had the tools and support to succeed from day one.
Results
Claims Cost Transformation
The Challenge
The carrier was facing elevated claims costs driven by an inability to identify and prioritize high-risk cases early in the process.
Our Approach
We developed research-informed profiling tools to identify high-risk cases earlier, redesigned the claims workflow to prioritize early intervention, and equipped adjusters with clearer decision frameworks.
Results
Accelerating Trusted Advisor Status
The Challenge
The institution discovered through research that it takes seven years for their Relationship Managers to establish trusted advisor status with commercial customers. Given the positive correlation between trust and loyalty, they needed to accelerate this timeline.
Our Approach
EDI examined the psychology of trust and identified acceleration levers. We delivered a comprehensive advisor journey map and playbook of best practices around behaviors, education, and hiring practices that ultimately expedite the path to trusted advisor status.
Results
20x Employee Engagement in Digital Health
The Challenge
The organization was looking to increase employee engagement in the digital health space during COVID. Legacy intranet-based health tools had minimal adoption.
Our Approach
EDI founders were tasked with launching a white-labelled medical grade meditation app designed to meaningfully improve employee wellness engagement.