This site uses cookies to help make it more useful and reliable. You can find out more on our Privacy Policy page.

ACCEPT

Workplace Design & Strategy for the Insurance Sector

Balancing Regulation,
Reputation and Recruitment.

We help insurance firms create spaces that balance compliance, hybrid needs, and talent expectations - through integrated strategy, design, and build.

We partner with insurance firms to design and deliver workplaces that meet evolving expectations. From regulatory compliance to hybrid support and high-end client spaces, we align environments with both operational needs and cultural goals. Our integrated approach brings strategy, design, and construction together to reduce complexity and accelerate outcomes.

Speak to an Insurance Workspace Specialist

Understanding the Insurance
Workplace Today

Understanding the Insurance
Workplace Today

Insurance firms are evolving. While regulatory compliance and confidentiality remain essential, workplace expectations are shifting fast. From hybrid working to enhanced amenities, firms must now balance formal operations with more agile, people-focused spaces.

We see highly varied approaches across the sector. Some institutions are downsizing and investing in flexibility; others are preserving traditional footprints while upgrading technology and comfort. What unites them is a need for alignment between leadership expectations and workplace behavior.

Insurance Workplace
Priorities (2025)

01
Confidentiality
& compliance

02
Flexibility &
hybrid support

03
Recruitment
& retention

A Strategy-First Approach

Designed for Insurance Firms

While some insurance firms are scaling down and embracing agility, others are re-investing in high-quality environments to reflect brand stature and meet evolving expectations around hybrid work, confidentiality, and compliance. Strategy is essential to navigating these diverging priorities with clarity and confidence.

Curious how workplace strategy could help your firm balance compliance, flexibility, and long-term value? Let’s explore how Formcraft can support your space planning through insight-led engagement and sector-specific expertise.

Let’s Talk Strategy

Insurance Industry
Challenges We Solve

Formcraft understands the specific pressures insurance firms face when planning or redesigning their space.

From complex compliance requirements to varied expectations across leadership teams, insurance workplace projects demand precision, predictability, and cohesion. Our unified design-build approach addresses many of the sector’s recurring challenges with clarity and control, providing solutions for the issues most insurance firms face:

• Long lead times for decisions and materials
• High demand for cost and schedule certainty
• Variability across offices and regional policies
• Regulatory separation of teams or departments
• Friction between workplace standards and employee expectations
• Gaps in communication between design, construction, and internal stakeholders

Our design-build model gives you one integrated partner from planning through delivery – streamlining decision-making, reducing internal burden, and increasing consistency across locations.

Learn More About Our Methodology

25% faster

Project completion than our conventional peers

4 x greater

Estimating accuracy

50% less

Project management burden on your team

Designing for Regulatory and
Functional Realities

Designing for Regulatory and
Functional Realities

In insurance environments, space often needs to support both open collaboration and strict separation. Regulatory needs may prohibit shared areas between departments, while client expectations demand formality and control. We help balance these tensions through:

• Strategically zoned layouts for compliance
• Enclosed rooms for confidential conversations
• Sound-mitigated open workspaces
• Well-defined guest vs staff access areas

Explore our sector-specific project work to see how we’ve delivered results for insurance firms like yours.

View Projects

Hybrid Expectations and Internal Dissonance

Many insurance firms are facing internal friction: balancing leadership preferences for in-office presence with employee expectations for flexibility. In-person requirements vary widely, but the demand for focused, high-quality workspace remains constant - especially as noise, distraction, and video fatigue continue to rise.

The challenge is cultural. How can firms support collaboration, productivity, and compliance - without reverting to outdated space models? Formcraft helps bridge that gap by designing environments that:

• Enable focused work and spontaneous collaboration
• Accommodate increased demand for video-enabled meeting rooms
• Mitigate noise through thoughtful zoning and sound control
• Support hybrid attendance without sacrificing brand experience

Looking to align your space with hybrid realities and employee needs? Book a Leadership Workshop today.

Book a Leadership Workshop

Meeting & Support Spaces That Reflect Your Brand

With hybrid policies in flux, most insurance firms are seeing rapid increases in video conferencing and demand for smaller meeting spaces. At the same time, the quality of in-person experience - for clients and teams alike - is under the spotlight.

We help insurance clients:
• Build in more private, VC-enabled meeting rooms
• Reduce noise and increase sound control
• Create high-end arrival and amenity spaces
• Separate team zones for regulatory or functional needs

Looking to enhance your in-person experience? Speak to our team about spatial strategies that align with your people and priorities.

Insurance Workplace Strategy Inputs

Why Insurance Firms Choose Formcraft

“Your work is helping us to live out our mission of Enriching Lives, Impacting Communities, and Building Legacies. I commend you for the exquisite work and would recommend Formcraft to other businesses in need of aligning their space to meet both their functional and aesthetic wishes.” - Chief Financial Officer | Northwestern Mutual, Eastern Pennsylvania

Ready to discover what a design-build partnership could look like for your firm?
Book a Discovery Call with us today.

Book a Discovery Call

Insurance Workplace Design

FAQs

Lead times vary depending on project scope and internal decision-making processes. For most insurance workplace projects, a timeline of 4 to 8 months is standard, including strategy, design, and construction. However, larger organizations with multiple approval layers - or those navigating regulatory separation between departments - may need additional time. Our design-build model helps streamline this by aligning all stakeholders early, offering faster feedback loops, and reducing the back-and-forth that typically delays conventional delivery models.
Insurance firms operate within a unique intersection of compliance, brand perception, and evolving workplace expectations. Workplace strategy brings structure to this complexity. It helps your leadership team define how space can support hybrid work, regulatory needs, client impressions, and talent retention. Strategy also reveals where misalignments exist between space usage and business goals - enabling smarter investment. Our tailored engagement process supports stakeholder alignment, scenario planning, and space programming, so that each decision is grounded in data and built for longevity.
Formcraft’s integrated design-build approach reduces complexity and accelerates outcomes by uniting strategy, design, and construction under one roof. This single-partner model ensures consistent communication, faster timelines, and far fewer handoffs. For insurance companies navigating compliance protocols, hybrid tension, or global workspace standards, our model provides clarity and accountability. It also helps reduce your internal project management load - typically by 50% - while improving estimating accuracy and delivering projects up to 25% faster than conventional models.
We understand that many insurance organizations face specific zoning needs - such as departmental separation, restricted access, or regulatory rules around shared amenities. Through workplace strategy, we identify these spatial requirements early and design layouts that ensure compliance without compromising experience. From secure zones and enclosed team areas to controlled access and signage, we align every square foot with operational needs. This ensures a smooth path through procurement, legal review, and employee onboarding - whether it’s a single office or a multi-location rollout.
The insurance sector is seeing rapid growth in video-enabled meeting spaces, rising concern around noise control, and increasing focus on high-end in-person experience - especially in client-facing areas. Many firms are also reassessing their square footage, aiming to deliver more within a smaller, higher-quality footprint. There’s no single model that fits all; hybrid policies and office design vary widely between firms. However, what’s consistent is the need for clarity. Our workplace strategy process helps clients navigate this uncertainty and design for what’s next.

If that sounds useful, let’s set up a time to talk.

Contact

"*" indicates required fields

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.