Strategies for Change Management in Insurance
Date & Time
Tuesday, June 25, 2019, 2:00 PM - 2:45 PM
Shireen Punja Jeffrey Garretson James Sorrells, CPCU Dave Nelson

In an industry undergoing as much disruption as claims, change management strategies  are becoming increasingly more important. While corporate may decide to migrate to an automation system, that does not mean you will  have buy in at the adjuster level. In order to facilitate change within an organization, each team needs to be equipped with the resources they may need and the support they will need when things go wrong. This session will demonstrate successful methodologies for change management so you can help facilitate change in any situation.


  • Understanding the difference between change management at the individual, organization, or enterprise level
  • An overview of various methodologies
  • Case studies outlining successful change management programs
Shireen Punja, Claims Strategic Initiatives Specialist II, Liberty Mutual Insurance and Helmsman Management Services
Jeffrey Garretson, Chief Claims Officer, Precise Adjustments, Inc.
Jim Sorrells, CPCU, Assistant Vice President, Cognizant
Dave Nelson, Founder, LifeOpz