Case Study: Western National Insurance improves flexible performance management with PerformYard

How Western National Insurance Group found success with PerformYard after trying a module from their payroll system

Western National Insurance Group, a 750-employee insurance company with six offices across the U.S., needed a more flexible and relevant performance management process. After moving away from paper reviews and finding that its payroll system’s performance module didn’t meet its needs, the HR team looked for a better solution to support annual competency reviews, goal check-ins, and feedback tracking.

PerformYard provided the flexibility and customization Western National wanted, allowing employees and managers to update goals, complete self-assessments and evaluations, and formalize mid-year check-ins and feedback. With PerformYard, managers can easily access prior performance records, employees can participate even if they are less comfortable with technology, and the company has a platform it expects can adapt as its performance management approach continues to evolve.

Western National Insurance

Sharon A. Sterriker

HR Analyst Lead