Case Study: Creating Clear-headedness at Crystal Insurance

When Oak Tree Coaching first met Crystal Insurance in 2005, it was a small insurance broker not able to achieve its high potential. The family team was working incredibly hard, but feeling overwhelmed. Immediate customer needs were being met, but often at the expense of increasing the agency’s long term effectiveness. The Company President had an ambitious vision and growth agenda, but felt there was never ‘time to get to the big picture’.

Oak Tree Coaching helped Crystal Insurance to make dramatic changes. After an initial analysis, we:

• Ran a strategic planning process to define a powerful and compelling business vision and strategy
• Ran a capability assessment to identify strengths, weaknesses and gaps within current organisation structure and team
• Provided skills development training on time management
• Coached the President on her leadership and personal impact
• Ran a team workshop to communicate the vision and improve team working (using Myers Briggs)

As a result, the company has grown beyond recognition. It has exceeded its ambitious growth targets year on year. Despite the challenging climate of 2008, Crystal Insurance achieved double-digit growth and a loss ratio of 27% - the best performing agency for one of its main carriers.

"You have helped me transform my business beyond recognition. More than that…my health, my focus and my self esteem is better because of this work. You've always acknowledged the size of the challenge ahead of me but at the same time held me to your uncompromising belief that I can do it. I am really so excited and want to express my deepest gratitude for the difference you have made in my life! You are very special."
Margarita Dilone-Rodriguez, President, Crystal Insurance Agency, Washington DC, USA

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