Case Study: National Insurance and Retirement Planning Company achieves faster OSR adoption and substantial training cost savings with JumpSeat

National Insurance and Retirement Planning Company - Customer Case Study

The National Insurance and Retirement Planning Company needed to secure the foundation for its digital transformation by implementing an operational system of record (OSR) and ensuring rapid, accurate user adoption. To do this, the company selected JumpSeat as its digital adoption platform to act as the core learning-and-development tool, delivering in-app, self-guided training tailored to multiple personas across 230 users, 2 systems, and 7 unique curricula.

JumpSeat implemented personalized, step-by-step in-app guides and on-demand refreshers that reduced the need for costly instructor-led sessions, cut trainer hours, and sped onboarding while improving retention and “stickiness.” The result was more effective, scalable training with measurable operational impact across 7 curricula for 230 users and projected cost savings of hundreds of thousands—if not millions—as the business rolls more applications into the JumpSeat environment.