Case Study: Protective Life achieves stronger manager–employee alignment and streamlined quarterly check-ins with Reflektive

Protective Life Establishes Employee-Manager Alignment With Check-Ins

Protective Life, a Birmingham-based financial services company founded in 1907 with about 2,500 employees, faced a challenge after its 2015 acquisition: a tenured workforce and an aggressive growth plan required better retention and continuous employee development. The old annual goal-setting and review process wasn’t suited to knowledge work, so HR sought a simple, future-focused system to enable ongoing coaching, streamline reviews, and move to quarterly check-ins.

Protective chose Reflektive’s lightweight platform to run quarterly goal-setting, check-ins, and real-time feedback. The intuitive tool reduced admin time—managers spend about 10 minutes in the system and 20–30 minutes in conversations—while boosting alignment: 92% of employees say they know where they stand and there was a 40% increase in people who understand their 90-day priorities, positioning the company to meet its growth goals.

Protective

Wendy Evesque

CHRO