A multinational insurer partnered with TIP to equip its executive team with Generative AI tools and workflows—reducing document review time by 50%, reclaiming hours for strategic focus, and transforming how leaders work, communicate, and decide.
Client Background
The client, a multinational insurance and employee benefits provider, faced challenges in optimizing executive productivity. Senior leaders, including the CEO and COO, struggled with administrative overload, limited time for strategic thinking, and inefficiencies in managing complex regulatory and operational challenges. The client sought a solution that would enable leadership to reclaim time while maintaining high decision-making effectiveness.
Key Business Problems:
Excessive time spent on administrative tasks, limiting strategic focus.
Challenges in efficiently summarizing and interpreting complex regulatory and operational documents.
Need for improved stakeholder engagement through more effective communication.
Lack of awareness of how Generative AI could be leveraged for executive efficiency.
Engagement Summary
TIP designed and facilitated a focused Generative AI workshop tailored to the leadership team’s needs. The engagement included:
AI-Driven Productivity Strategies: Training on leveraging Generative AI tools like Co-Pilot and ChatGPT for summarizing documents, generating reports, and drafting communications.
Hands-On Learning: Interactive sessions guiding executives on AI-based document analysis, stakeholder engagement strategies, and scenario planning.
Customized Prompt Engineering: Developing tailored AI prompts to automate repetitive executive tasks, reducing cognitive load.
Real-World Application: Executives applied AI solutions in real-time, refining workflows and evaluating AI’s impact on their daily work.
Results
50% Reduction in Time Spent on Document Review: AI-assisted summarization enabled executives to process complex reports faster.
Enhanced Strategic Focus: Leaders reclaimed 1-2 hours per day for high-value strategic initiatives.
Improved Communication Efficiency: AI-generated first drafts of executive reports and performance reviews reduced writing time.
Increased AI Adoption Among Leadership: Shift in mindset towards AI as a collaborative “colleague,” not just a tool.
The engagement highlighted how Generative AI could transform executive workflows, creating a sustainable model for long-term efficiency improvements. Following the success of this pilot, the client is now exploring broader AI integration across leadership functions.