Case Study:Building a More Inclusive Culture in a Global Insurance Leader

Deliberately Building a Different Workplace

Operating at the forefront of the global insurance market, this organisation provides capital and liability solutions to some of the world’s most complex clients. While the business is defined by technical excellence and a collaborative, transparent approach to client delivery, its leaders recognise that sustainable success depends just as much on people as it does on capital.

The company has a long-standing ethos: to foster an environment where everyone can fulfil their potential, and where all employees feel comfortable to be themselves in every way. It takes pride in deliberately building a different kind of workplace, one that values inclusivity and diversity at every level, for every individual, and across every interaction.

The Challenge

With a workforce spanning multiple continents and a highly dynamic market, the leadership team wanted to ensure that their commitment to diversity and inclusion was not just aspirational, but truly embedded and measurable.

Previous engagement efforts had captured broad employee sentiment, but lacked the depth and nuance needed to understand how inclusion and equity were being experienced day-to-day, or how potential barriers might be affecting belonging, performance, and progression. A more robust, evidence-based approach was needed to provide clarity for employees, confidence for stakeholders, and insight for leadership.

The Solution: The EDI+ Diagnostic Survey

The organisation partnered with Real World Group to implement the EDI+ diagnostic survey, a research-led tool designed to uncover the strengths and opportunities within workplace culture, leadership behaviours, and inclusion practices.

The survey engaged staff at all levels, across every region and function, ensuring every voice had the opportunity to be heard. The process went beyond measurement, delivering actionable insights that the leadership team could immediately integrate into cultural and strategic initiatives.

The Impact

The insights generated by the EDI+ survey provided a clear roadmap for building an even stronger, more inclusive organisation. Specific areas for action emerged, including strategies to improve psychological safety in key teams and to accelerate the development and visibility of diverse talent within leadership pipelines.

For employees, the process helped to reinforce a culture of trust, demonstrating that their perspectives mattered and would shape real change. For stakeholders and investors, the organisation can now showcase measurable progress against its inclusion commitments, strengthening confidence in its reputation and its promise to exceed client expectations through collaboration and integrity.

Moving Forward

With Real World Group’s support, the organisation is now embedding the survey findings into its leadership development, cultural engagement, and talent strategies. The EDI+ process was not just a survey. It was a foundation for a workplace where inclusion, trust, and performance thrive together, for the benefit of employees, clients, and stakeholders alike.