Campaign Management: Group Insurance Workflow Template

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Overview: Campaign Management: Group Insurance Workflow Template

This workflow template illustrates the development and management of promotional marketing campaigns for insurance carriers (specifically, group insurance quotes). 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 Campaign Management: Group Insurance process.

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Process Details and FAQ: Campaign Management: Group Insurance Providers

What is Campaign Management: Group Insurance?

Campaign Management: Group Insurance process involves the development and management of promotional marketing campaigns for insurance carriers (specifically, group insurance quotes). This process includes the completion and review of the Presale Information Form (PIF), enrollment application completion and processing, promotion code generation and agent and group introductions. Ensure that agents on the field receive completed enrollment forms (enrollment forms must be signed and returned to the Sales Support Team), rates, GAS and Sold Case Memos.


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

The following metrics may be used to measure the Campaign Management: Commercial Banking process:



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

The following parties are typically involved in Campaign Management: Commercial Banking process:


  • Account Manager
  • Insurance Agent
  • Marketing Manager
  • Sales Support Team

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.


Questions?Call: 844-650-2888Email: info@opsdog.com
  • Workflow Template

    $15

    Campaign Management: Group Insurance

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

    Questions?

    Call: 844-650-2888

    Email: info@opsdog.com

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