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As part of our In the Spotlight series, Mohammad Ehsanian, Partner, speaks with Leah Berwick, Head of Revenue Operations at CFC, about how CFC successfully de-risked a major CRM transformation while continuing to scale at pace. Together, they explore the role of partnership in transformation success and the practical lessons learned from delivering growth in a fast-moving insurance business.

Watch the full video to find out:

  • How CFC approached CRM transformation in a way that reduced risk and strengthened broker engagement during a period of rapid growth.
  • How the right people and team were critical for derisking the project.
  • Preparing for the opportunities AI presents across the insurance sector on a global level.
  • Lessons for transformation leaders on scaling successfully and bringing people on the journey.

Mohammad Ehsanian
Partner

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