Roger Duffield: Providing Valuable Insights for Clients

Insights Success
5 min readJun 30, 2021
Roger Duffield, President, in2vate, LLC

Roger Duffield is the President at in2vate LLC® and has a comprehensive insurance background as well as a proven record of excellent communication and vision. Roger holds a track record of implementing a long-term vision and integrating technology to improve insurance requirements. in2vate is a risk management company that specializes in providing education and state of the art technology focused on reducing risk and improving the insurance process. Roger has been president of in2vate for 8 years and prior to that he was a senior leader at multiple large insurance providers. “Roger’s focus is on delivering the best quality of services to their customers.” — Dr. Jennifer Beaman Cohea, Executive Leadership Coach & Trainer Forbes Knowledge Innovation Center & Forbes School of Business & Technology.

History Within

It was in the early 1990s that Roger Duffield began to leverage technology to improve efficiency for departmental reporting requirements. He achieved this by collecting data on claim settlements to train adjusters and this evolved as he moved into a risk management role where he was tasked with modernizing a national risk management department that focused on service and claim reduction. It was at this time that Roger was introduced to in2vate®, as a client. He considered the organization to be very progressive and knew he would like to work for it. “I certainly didn’t know that 16 years later I would become the President of in2vate!” said Roger.

As he began with in2vate® he found there was a lot to work with; the team had a solid mission, and a good technological base, but the technology was being sold as a unique solution, primarily custom to each client. Once again, Roger’s role was to transform the company and he was more than happy to be in this position.

As President of in2vate®, his primary focus is ensuring operational excellence, while providing a clear vision for the company and clients. From a practical standpoint the organization’s focus has been clear; integrate the company’s different solutions into a streamlined process and simplify all aspects of the system. in2vate® has technology that can collect risk information, can benchmark each client against their peer group, identify outliers, automate action plans, and has a robust learning management system. in2vate provides content on employment practices, sexual abuse prevention, and workplace safety.

Making Risk Management Simple

There has been a seismic shift in power from the insurance provider to the consumer. While the price is still the primary concern, the expectation to deliver an exceptional user experience through digital channels is essential in the contemporary insurance landscape. Consumers are expecting information and services on demand and delivered seamlessly. This is very difficult to do with legacy systems.

When we think about risk management, we think about reducing claims for an insurance provider while reducing overall risk for the policyholder. At in2vate®, the company believes there is complete alignment between the carrier and consumer on this topic. Fewer losses mean lower premiums. Its risk assessment technology allows data to be collected once and shared throughout the value chain. By doing so there is an opportunity for more intentional allocation of resources. — Gordon Padera, Executive Vice President-Consultive, Gallagher Bassett commented: “A partnership with in2vate® provides customers with insightful content, strategically delivered to control and mitigate loss”.

Dedication in the Changing Times

Regardless of industry, nearly all day-to-day operations have changed due to the pandemic. However, thanks to technology, many businesses that operated in person have discovered that work can continue remotely, often with improved efficiencies.

This has provided opportunities for in2vate’s clients to expand out of their comfort zone, entering the world of a digital ecosystem of services. This digital ecosystem improves the user experience for the modern consumer while building operational efficiencies. This change unlocks de-siloed data streams that support core processes and identifies trends and additional opportunities.

While this transition has not been an easy one, it has proven to be a great opportunity in the information and data management industries.

Ask the Expert

One of the most important things that in2vate® brings to its clients is that it is first and foremost an industry expert. This provides a huge advantage when first working with a client, the company seeks to understand its goals and processes. With this information, it can minimize disruptions to its clients’ ecosystems. Secondly, in2vate’s technical experience and industry knowledge have allowed for individualized solutions without the price of customized technology. Paul Doman, Director Loss Control Service, Nationwide® shared “Working with in2vate® has been very refreshing! Roger and his team have a keen understanding of business and use it to create first class tools that can be used by a variety of customers”.

Developing New Technological Solutions

in2vate® understands that investing in technology is a big decision. Organizations think they lack the time, resources, or organizational support they require to implement a new technology. The company’s approach is to lower the bar of entry and to only pay for what is used. Of course, there are constraints, but in2vate® works with the clients to build those in. “in2vate listened closely to our needs and goal of helping us build a truly customized risk management solution for our members”. — Tim Conlon, Property/Casualty Program Director.

The company has to recognize that every client is starting at a different point: the tools and services often begin as a client facing Learning Management System (LMS), or a strategic service aimed at reducing claims. As the team works more intimately with its clients, they begin taking advantage of other complementary services. This can all be accomplished without changing the clients underlying technology.

Helping to Protect Minors

In the late 1990s, in2vate® began working with the church sector to develop technology to ease the administrative burden of documenting child sexual abuse prevention training. The company created a program called Smarter Adults-Safer Children®. This program combines a variety of educational materials, policies, and the use of technology to help protect minors from sexual abuse occurring in youth-serving organizations.

This work started before the world was aware of the magnitude of this situation. At the heart of the awareness training, it focuses on grooming, boundaries, and the importance of reporting inappropriate behaviors. Throughout the year, in2vate® provides free webinars using subject matter experts helping administrators improve their overall strategies in protecting minors from abuse.

Efforts Matched by No Other Company

So often human resources and compliance are separate roles in an organization, and they have very different missions when it comes to managing an organization’s personnel and data, often requiring multiple systems. Both groups deal in risk, they just take different approaches and in2vate’s technology brings these two groups together through one platform where data is centralized.

in2vate recently entered a partnership with iLearningEngines, a global provider of machine learning and artificial intelligence (AI). Their mission is to use data and learning to improve outcomes, which aligns perfectly with in2vate’s mission. By adding machine learning and AI with in2vate’s technology, the clients will be able to automate even more processes throughout the value chain. This will in turn provide improved results and better client retention.

With this partnership, the company expects that these offerings will span far beyond the U.S., providing its clients with a major strategic advantage by improving the distribution of resources, operational efficiencies, and data streams to support decision making for all relevant stakeholders. By expanding its technology to include machine learning and AI, in2vate® hopes to expand the reach of its Smarter Adults Safer Children program, keeping children safe throughout the world.

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