Stories
of Impact

Strategic Planning

Alera Group Achieves Revenue Growth with AI-Powered Collaboration

Crowdsmart AI's facilitation was the catalyst for a collaborative strategy breakthrough, ensuring we hit our revenue goals.

Bill Corrigan, COO, Alera Group

Client

Alera, a forward-thinking company specializing in property and casualty insurance, employee benefits, wealth management, and retirement services.

Challenge

Alera’s CEO and SVP of Strategy, along with their C-level leadership team, aimed to identify and prioritize potential roadblocks to meet their revenue growth targets for the upcoming year.

Solution

Our AI-facilitation platform for tools seamlessly guided their collaborative strategy sessions.

Implementation

The leadership team quickly surfaced new insights, efficiently pinpointing and prioritizing challenges and solutions.

Outcome

Alera’s leadership team not only identified key roadblocks but also developed actionable strategies to ensure revenue growth in the coming year.

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