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Westland Insurance

A phased learning strategy for a nationwide platform change

Storyline 360Rise 360Virtual sessions (Teams, Zoom)Change management
15+
interactive modules
20+
locations trained
3
phases: before, during, after go-live

The challenge

As Westland expanded nationwide, branches worked with different systems and processes. Moving everyone to one cloud-based platform would only succeed if employees were supported through the change.

  • Employees had very different levels of comfort with digital tools
  • Workflows varied significantly between regions and teams
  • A large number of people had to be trained within logistical limits
  • Some processes were undocumented and hard to learn

The approach

BEFORE LAUNCH

Structured sessions with demos, hands-on practice and real scenarios to build confidence early.

DURING ROLLOUT

Live support from internal “power users” plus on-demand resources for self-serve troubleshooting.

AFTER LAUNCH

Follow-up sessions and Q&As to reinforce key concepts and solve ongoing issues.

Outcome

A consistent baseline of knowledge across teams

Less confusion caused by regional differences

More confidence and efficiency in day-to-day work

Lasting resources for future onboarding

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