Financial servicesFirsthand

Agent assist for 900 servicing reps

Handle time scorecards quietly punish the reps who use it.

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Adoption Readiness Decision Instrument

Context

A card servicing operation rolls agent assist to 900 reps. Sponsorship is strong and the tool fits the desktop, but the incentive scorecard still rewards raw handle time, so the best reps who slow down to use the assist look worse.

The decision

Conditional go: scale in parallel with fixing the scorecard. The incentive misalignment, not the tech, is the factor holding the composite under Scale.

What most miss

Adoption is a comp plan problem in disguise. If the scorecard punishes the behavior you want, no amount of training moves the needle.

Stakes

Reps optimize to the metric they're paid on; a misaligned scorecard silently kills usage while every dashboard looks green.

Takeaway · Fix the scorecard before the training deck, reps adopt what they're paid to adopt.

Firsthand · Operating Model and Transformation Leadership Artifacts · authored reference date 2026-07-03

Sources: Contact center agent-assist rollout, firsthand (card servicing, American Express); Incentive-alignment change-management practice

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