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Jeremy Erard

@JeremyErard

Learner...Thinker...Doer Co Founder @ Expectancy Learning & Partner @ SDI Consulting

 Grand Rapids, MI
sdiclarity.com
Joined September 2011
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Photo by Jeremy Erard (@JeremyErard)Photo by Jeremy Erard (@JeremyErard)Photo by Jeremy Erard (@JeremyErard)Photo by Jeremy Erard (@JeremyErard)Photo by Jeremy Erard (@JeremyErard)Photo by Jeremy Erard (@JeremyErard)Photo by Jeremy Erard (@JeremyErard)Photo by Jeremy Erard (@JeremyErard)Photo by Jeremy Erard (@JeremyErard)Photo by Jeremy Erard (@JeremyErard)
California's SB 947 takes effect July 1, 2027. If an employer relies mainly on an automated system to discipline or fire, a human has to corroborate. Supervisor evaluations top the list. My read: many who'll write them are on your floor today. Teach them before the title.
California SB 947, signed Sept 30, 2026. AI can't be the only one who disciplines or fires someone. A human has to corroborate. First on the law's list of what they can use: supervisory or managerial evaluations. The tool: flags it. The supervisor: decides, explains, documents. Who trained them for that? @JeremyErard. SB 947 effective July 1, 2027.

ALT California SB 947, signed Sept 30, 2026. AI can't be the only one who disciplines or fires someone. A human has to corroborate. First on the law's list of what they can use: supervisory or managerial evaluations. The tool: flags it. The supervisor: decides, explains, documents. Who trained them for that? @JeremyErard. SB 947 effective July 1, 2027.

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Solo HR at a 200-person company isn't failing at development. They're out of hours. Fix isn't another login for them to run. It's making each supervisor's own manager own one observation a month.
Department of one. Solo HR isn't failing at development. They're out of hours. The fix isn't another login for them to run. It's making each supervisor's own manager own one observation a month. Practice: one observation, two questions, once a month. @JeremyErard.

ALT Department of one. Solo HR isn't failing at development. They're out of hours. The fix isn't another login for them to run. It's making each supervisor's own manager own one observation a month. Practice: one observation, two questions, once a month. @JeremyErard.

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Carrier, TPA and brokerage HR: who watches your newest supervisors practice asking instead of fixing?
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One practice that changes it: someone senior watches one real conversation a week. If the new supervisor gives the answer, the note is: ask one open question next time, then wait.
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LIMRA calls them accidental managers: top producers, underwriters and claims staff promoted without leadership training. Untrained leaders default to what got them promoted. They fix. They take the file back. They answer instead of ask.
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The best claims adjuster on the team becomes the new claims supervisor. Then they keep adjusting claims.
Insurance, fixer to coach. The best claims adjuster becomes the new supervisor. Then they keep adjusting claims. Fixer: gives the answer, takes the file back, checks every line. Coach: asks the question, lets them try, gives one note. @JeremyErard. LIMRA MarketFacts, Sept 2026.

ALT Insurance, fixer to coach. The best claims adjuster becomes the new supervisor. Then they keep adjusting claims. Fixer: gives the answer, takes the file back, checks every line. Coach: asks the question, lets them try, gives one note. @JeremyErard. LIMRA MarketFacts, Sept 2026.

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