The largest health care provider in the state realized the need to update an existing facilitator-led financial arrangement curriculum for their sales function, in order to reflect new processes and tools, and to take advantage of technology to reduce the amount of in-class time.
In addition, there was a desire to have the curriculum be applicable to a broader audience, based in part on the need to enhance the engagement between the sales function, underwriting, and the external agent community – all three critical in the execution of the financial arrangement process.
SDI Consulting was selected as the project partner. SDI first helped the client define and standardize the optimal performance of each primary function (sales, underwriting, agents) against the process, and designed a macro learning curriculum with components applicable to all three functions.
SDI then worked with the client to design each curriculum component, including web-based and facilitator-led courses. Facilitator-led components were designed so they could be implemented in a workshop format across functions, and so individual activities could be used in a one-on-one mentoring capacity.