Group Quote Marketing Workflow Template

OpsDog Group Quote Marketing Workflow - Preview Image

Overview: Group Quote Marketing Workflow Template

This workflow template illustrates the process by which group policies are marketed and sold to customers with the involvement of field agents and marketing managers. 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 Quote Marketing processes.

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Process Details and FAQ: Group Quote Marketing

What is Group Quote Marketing?

Group Quote Marketing is a process that involves marketing and selling group policies to customers with the involvement of field agents and marketing managers. This process involves Presale Information Form (PIF) review and update (field agents must first forward all pertinent presale-information to the Marketing Group), the production of any relevant marketing materials (enrollment forms, rates, case memo, etc.) for a meeting with the prospective policyholder and the compliance review of the information within the company's system.

Which KPIs, or metrics, are typically used to measure this process?

The following metrics may be used to measure the Group Quote Marketing process:

  • 1.Processing Expense per Application
  • 2.SLA New Business Cycle Time
  • 3.SLA Adherence: New Business

Which employees and/or departments are involved in this process?

The following parties are typically involved in the Group Quote Marketing process:

  • Insurance Representative
  • Marketing Manager
  • New Business Specialist

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.

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  • Workflow Template


    Group Quote Marketing Administration

    - Instantly download files
    - Includes PDF, VSD, PPT file formats
    - Customize PowerPoint, Visio versions
    - Workflows mapped in BPMN 2.0


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