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This workflow template illustrates the process of signing up a new client for a policy which involves an agent or a call center representative. 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 Insurance Sales (General) process.Download a Free Sample of this Workflow Template
What is Insurance Sales (General)?
Insurance Sales (General) is a process that involves the process of signing up a new client for a policy which involves an agent or a call center representative. The agent or representative discusses available insurance products with the prospective client who called and obtains all necessary information. The agent then determines eligibility and prepares a quote. Finally, payment is set up and the new policy goes to underwriting for final processing.
Which KPIs, or metrics, are typically used to measure this process?
The following metrics may be used to measure the Insurance Sales (General) process:
Which employees and/or departments are involved in this process?
The following parties are typically involved in the Insurance Sales (General) 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.