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This workflow template illustrates the development, administration and management of insurance programs for large groups of individuals (typically employers or families). Purchase and download this template in PDF, Visio (VSD) and PowerPoint formats. You can customize it to fit your own organization, or simply use it to better understand the Group Benefits Administration processes.Download a Free Sample of this Workflow Template
What is Group Benefits Administration?
Group Benefits Administration is a process that involves the development, administration and management of insurance programs for large groups of individuals (typically employers or families). This process involves assigning potential customers to consultants, attending an implementation meeting with the customer (ensure that all information pertaining to the customer is taken down), receiving and reviewing enrollment applications, assigning appropriate insurance representative to the case and the internal maintenance (by the insurance representative) of the insurance policy.
Which KPIs, or metrics, are typically used to measure this process?
The following metrics may be used to measure the Group Benefits Administration process:
Which employees and/or departments are involved in this process?
The following parties are typically involved in the Group Benefits Administration process:
What is the purpose of these workflow templates?
Broken business processes pervade companies, large and small. Manual workarounds, downtime, errors and other waste is thought of as "the cost of doing business." Use our workflow templates as a starting point to document your own processes. Customize them to fit your business and add "call outs" for improvement opportunities.
How are these workflow templates created?
These workflow templates are the product of over 20 years of hands-on management consulting experience, as well as research performed by the OpsDog team. All of our workflows are mapped using the BPMN 2.0 specification.
How do I download a workflow template?
Simply click the "add to cart" button and follow the process to purchase and download this workflow template. You can use any major credit card, or a PayPal account, to pay. After you have completed the purchase, you will receive a link to immediately download the workflow template in PDF, Visio (VSD) and PowerPoint formats. If you aren't a registered OpsDog user yet, create a free account! New users get $20 off of their first purchase.