The focus of my BTP is on transforming the insurance division at AAA Minneapolis by implementing a unified Sales & Service Operating System grounded in the EOS model. This includes refining our sales process, automating service workflows, improving customer retention (from 82% to 87%), and scaling revenue to $6.5M within three years. The transformation will also include the build-out of a playbook for repeatable best practices, the integration of AI-powered tools (like GAIL), and aligning team behaviors with our Core Values: Team Positivity, Relentless Accountability, Uncompromising Integrity, Service with Empathy, and Thoughtful Innovation.

Advantages / Disadvantages of the BTP:

Advantages:

• Creates clarity and alignment across sales, service, and operations.

• Increases efficiency and scalability through automation.

• Drives performance with measurable KPIs and systemized processes.

• Reinforces a customer-centric culture rooted in values and trust.

Disadvantages:

• Initial resistance to change from legacy team members.

• Potential for disruption during implementation phases.

• Resource-intensive in the short term (technology, training, hiring).

Expected Outcomes for My Organization / Team:
I expect this BTP to drive sustainable, scalable growth for our insurance division. It will empower our team through clearer roles, improved technology, and a shared mission. Ultimately, it should result in higher revenue, better customer experiences, and a team culture rooted in trust, accountability, and innovation—positioning us to achieve our 10-year target of 5X growth in revenue and premium.

1. What is the subject of your Business Transformation Plan, including specifics as to the focus of the plan?
The subject of my BTP is the transformation of the CPBL (Certified Practitioner in Business Leadership) program into a scalable, high-quality, and industry-specific leadership development initiative tailored for the financial services sector. The focus includes three strategic priorities: (1) upgrading the learning management system (LMS) for quality and accessibility, (2) creating unique case-based content drawn from faculty leadership experience, and (3) executing a targeted promotional strategy to reach key financial services firms. The plan also outlines dual delivery formats—traditional 3x8-week and one-week accelerated cohorts—to serve both emerging and experienced leaders.

2. What are the advantages/ disadvantages of this BTP?
Advantages:

• Aligns with the unique needs of the financial services industry.
• Offers flexible delivery (accelerated vs. traditional) for broader reach.
• Differentiates through faculty-created case studies grounded in real leadership experience.
• Enhances credibility and user experience through LMS upgrades.

Disadvantages:

• Resource-intensive migration to a new LMS platform.
• Faculty training and content creation require time and consistency.
• Virtual five-day intensive delivery may overwhelm learners without adequate scaffolding.
• Dependence on AI content risks dilution if not managed intentionally.

3. What are your expectations as to what this will do for your organization and/or your team?
I expect this transformation to elevate CPBL’s reputation as the go-to leadership credential in financial planning. It will streamline internal operations, enable faculty to deliver content more effectively and attract top-tier firms through bespoke, relevant programming. Most importantly, it will empower our team to scale impact, expand reach, and shape a new generation of principled, effective financial leaders.

Here is a recent picture of my family in Taiwan. 

@keithryniakgmail-com 

Keith, I love how specific your goals are for the BTP. Plus, I love the fact that you developed the playbook for the team, or the team developed it! Congrats on these act of teaming! 

@keithryniakgmail-com Keith, this is an excellent summary of what the BTP can do for a business. I look forward to seeing all aspects of your final plan. 

Jim

@jollychialichien-com Chia-Li, I love the picture. Thanks for sharing it. I appreciate what you are doing at the CFP Board and your BTP will help. Also, your input on how we can better the CPBL will be good. What you reminded me of is that we must update our AI materials on a regular basis due to changes that will occur. 

Jim

Business Transformation Plan: Revolutionizing Insurance at Prestizia Insurance

Introduction: At Prestizia Insurance, we are on a mission to redefine the insurance landscape. Our Business Transformation Plan (BTP) is centered around leveraging cutting-edge technologies and innovations to create a client-centric experience that not only meets but exceeds expectations. This plan is designed to turn insurance from a necessary obligation into a strategic advantage for businesses, families, and corporations alike.

Subject and Focus of the Plan: The core subject of our BTP is the integration of advanced technologies to enhance the personalization, security, and efficiency of our services. Specifically, we are focusing on:

• Artificial Intelligence (AI): By employing AI, we aim to analyze vast data sets to provide personalized insurance solutions that anticipate and meet the unique needs of each client. This technology allows us to predict trends, identify potential risks, and tailor our offerings in a way that is both proactive and relevant.

• Blockchain Technology: We are implementing blockchain to ensure the utmost security and transparency in our transactions. This technology provides an immutable ledger that safeguards client data, fostering trust and confidence in our services.

• Digital Platforms: Our new digital platforms are designed to offer clients a seamless and intuitive interface for managing their policies, filing claims, and accessing resources in real-time. This innovation transforms the insurance experience by making it as straightforward as a few clicks.

• Automated Customer Support: To enhance client interaction, we are deploying automated systems such as chatbots and virtual assistants. These systems provide instant support and guidance, handling routine inquiries efficiently and allowing our team to focus on more complex client needs.

Advantages of the Business Transformation Plan: The implementation of our BTP brings several advantages:

1. Enhanced Personalization: AI-driven insights enable us to offer solutions that are specifically tailored to each client, leading to stronger relationships and higher satisfaction levels.

2. Operational Efficiency: Automation streamlines our processes, reducing overhead costs and freeing up our team to focus on strategic initiatives that drive growth.

3. Market Differentiation: By adopting a client-centric approach, we position Prestizia Insurance as a leader in the industry, setting new standards for what it means to be an insurance partner.

Disadvantages of the Business Transformation Plan: While the BTP offers numerous benefits, it also presents certain challenges:

1. Initial Investment: The upfront costs associated with implementing new technologies and training staff can be significant, requiring careful financial planning and resource allocation.

2. Change Management: Transitioning to new systems may necessitate a cultural shift within the organization, which can be challenging to manage. It requires effective communication and leadership to ensure a smooth transition.

Expectations for the Organization and Team: Through this transformation, we expect to create a dynamic environment where our team is empowered with the tools and knowledge necessary to excel. This plan will foster a culture of innovation and growth, allowing us to deliver exceptional value to our clients. For our organization, the BTP means stronger client relationships, improved operational efficiency, and a leading position in the industry.

Ultimately, our Business Transformation Plan is about turning challenges into opportunities for growth and redefining what it means to be an insurance partner. By focusing on technological innovation and client-centric solutions, Prestizia Insurance is poised to set new benchmarks in the industry, ensuring a sustainable and prosperous future for our clients and our organization.

John,

Thanks for the detailed analysis of your Business Transformation Plan. It appears that Prestizia Insurance will be a leader in the industry under your leadership.

Jim