Online Insurance Sales Process Workflow Template

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Overview: Online Insurance Sales Workflow Template

This workflow template illustrates the completion of online insurance applications for auto and/or renter's insurance policies and the subsequent quote generation, application processing, underwriting and onboarding of new policyholders for these lines of business. Purchase and download this template in PDF and Visio (VSD) formats. You can customize it to fit your own organization, or simply use it to better understand Online Insurance Sales processes.

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Process Details and FAQ: Online Insurance Sales

What is included in the Online Insurance Sales process?

The Online Insurance Sales process is designed to quickly and intuitively 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.

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

The following metrics may be used to measure the Online Insurance Sales process:

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

The following parties are typically involved in the Online Insurance Sales process:

  • Website Visitors
  • Sales Representatives (Life, Home Insurance)
  • Underwriting Staff
  • Application Processing Staff
  • Customer Service/Call Center Staff

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 and Visio (VSD) 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


    Online Insurance Sales

    - Instantly download files
    - Includes PDF, VSD file formats
    - Customize the Visio version
    - Mapped in BPMN 2.0 format


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