Campaign Management: Group Insurance

Workflow Template

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.

Related KPIs : Cost per Lead: All Channels, Cycle Time: Marketing Campaign, Marketing Originated Customer Rate

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.

Download a Sample Campaign Management: Group Insurance

Frequently Asked Questions

  • Q: How do you create your Workflow Templates? +
  • Q: What can a Workflow Template do for me? +
  • Q: What’s in the box when I buy one? +
  • Q: Your download-able templates look great. But I need something custom. Can you help? +
Contact OpsDog

Let us take your KPIs & business intelligence efforts to the top.

Contact us now to discuss a BI engagement with OpsDog.
Contact OpsDog

Share

Share this: Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s,