Ethos Risk × ChangeEngine

About Ethos Risk

Ethos Risk Services is a national claims and investigations leader operating across all 50 states, managing a complex workforce of field investigators and corporate staff—all with unique compliance, training, and communication needs.

VP of Human Capital Dave Bernardi partnered with ChangeEngine to modernize people operations—strengthening manager capability, boosting productivity, and building a scalable employee experience that fuels rapid growth.

“We’ve got high-impact players in every seat—my job is to maximize their impact.” — Dave Bernardi, VP of Human Capital

Challenges

• Complex workforce: Field investigators on the road and office-based teams, each requiring different messages and compliance workflows.
• State-by-state policies: Operating in 50 states meant navigating unique labor laws, policies, and training requirements.
• Manual communication: HR and compliance messages were sent through one-off emails—time-consuming, inconsistent, and untrackable.
• Manager bandwidth: Leaders struggled to stay aligned on onboarding, feedback, and reviews amid competing client and operational demands.

“Before ChangeEngine, everything was manual. You’d sit in front of a blank email, figure out who to send it to, and hope people read it.”

Solutions

• Automated Journeys: Built onboarding, manager, and exit sequences tailored by role, location, and tenure—from a Day-1 welcome to a personalized CEO note and 90-day review reminders.
• Smarter Communication Design: AI-powered templates transformed long messages and manuals into short, visual, mobile-friendly content employees actually read.
• Data-Driven Insights: Real-time analytics revealed which messages landed, helping HR refine tone and timing for greater engagement.
• Manager Enablement: Automated prompts and resources helped managers run check-ins, provide feedback, and coach effectively—no manual tracking needed.
• Modern Training Delivery: ChangeEngine AI converted outdated 50-page documents into bite-sized learning modules with integrated quizzes and video summaries.
• Listening and Action: Automated exit surveys identified retention drivers, revealing actionable insights into culture and connection.

“ChangeEngine fills the gaps in our HR systems—turning what was manual into scalable, automated communication.”

Impact

• Compliance assurance: Automated state-specific touchpoints helped Ethos stay ahead of errors and avoid costly penalties—saving six figures annually.
• Manager efficiency: Streamlined workflows freed up hours each week—the equivalent of multiple full-time roles in regained productivity.
• Retention lift: Improved engagement and manager-employee communication led to measurable retention gains, reducing costly turnover.
• Talent pipeline strength: Internal mobility and referral campaigns built through ChangeEngine generated a healthier, more predictable hiring pipeline.
• Cultural consistency: Every employee—field or corporate—now experiences the same high-quality, branded communication from onboarding to exit.

“When we do the math on having the right people in the right seats—it’s millions of dollars. We got there with ChangeEngine in a big way.”