Campaign Management: Group Insurance
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.
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
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