Employee Follow-Up for Banking and Insurance
Banks and insurers employ advisers, claims handlers, underwriters and back-office teams across branches, call centres and head offices. Targets, regulation and change programmes create pressure, and managers see only part of the picture. Passisto People gives every employee a structured voice check-in and gives managers and HR a report on which to base their conversations.
The challenges
Targets and commercial pressure
Advisers and sales teams work under objectives. Stress and doubts about the quality of customer relationships rarely appear in formal reviews.
Constant change
Reorganisations, new tools and evolving rules demand continuous adaptation. Employees may feel lost without saying so.
Distributed teams
Branches, regional offices and back-office centres are spread out. HR has little visibility on what happens far from the head office.
Retaining experienced staff
Underwriters, claims handlers and advisers with long experience are costly to replace, and their reasons for leaving come out too late.
How it works
- 1
Define the population and topics
HR creates a campaign for a network of branches, a department or new joiners, and picks the template: onboarding, workload and well-being, or retention.
- 2
Employees talk in their own time
Each employee receives login details, signs in to a secure portal and talks with the AI agent in the browser of their computer or phone. Nothing to install.
- 3
A structured report for managers
The AI produces a report with findings by topic: workload, pressure, clarity of objectives, training, relationship with the manager. Managers add their own notes.
- 4
The profile gives continuity
Goals and issues carry forward to the next check-in. Managers and HR decide on actions, and the AI never makes decisions about people.
Examples of questions the AI agent asks
- How do you feel about your objectives for this period, and are they realistic?
- Which part of your work has changed most recently, and how are you coping with it?
- Do you have the training and the tools you need to serve customers properly?
- How is the atmosphere in your team, and do you feel supported by your manager?
- Where do you see yourself professionally in the next few years, here or elsewhere?
What you get
Visibility across branches and teams
HR can see themes that appear in several locations without relying only on yearly surveys.
Earlier detection of pressure
Concerns about objectives and workload appear before they turn into absences or departures.
Smoother change
Check-ins around reorganisations show how people experience change and what explanations they still need.
Better prepared managers
Managers hold meetings with a summary of what the employee said and the points left open last time.
Frequently asked questions
Is employee data protected?
Access is role-based, and you decide who can see which people and reports. As the data concerns people, check the data protection and works council rules that apply in your country.
Can the check-ins be adapted to different job families?
Yes. You can configure templates and questions for advisers, claims handlers, back-office teams or new joiners.
Who makes decisions on promotion or pay?
People do, always. Passisto People provides reports and a profile; the AI never decides.
See how it works for your team
Tell us about your context: we will show you the conversations, reports and follow-up that fit it.