Online Insurance Sales
The Online Insurance Sales process is designed to quickly and intiutively collect, through a series of online forms, the information required to generate an insurance quote for retail customers. Required information may include zip code, name, address, date of birth, vehicle identification number (for auto insurance) and existing insurance policy information (if applicable/available). After the website visitor has entered the requisite information, they are typically offered discounts for various related products/services offered by the insurer. After the application is completed, the customer is provided with a preliminary quote and, in most cases, the application is sent to the underwriting and sales teams to finalize the policy and onboard the new policyholder.
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