Group Quote Marketing

Workflow Template

Group Quote Marketing

This workflow template illustrates the process by which group policies are marketed and sold to customers with the involvement of field agents and marketing managers. 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 Group Quote Marketing processes.


What is Group Quote Marketing?

Group Quote Marketing is a process that involves marketing and selling group policies to customers with the involvement of field agents and marketing managers. This process involves Presale Information Form (PIF) review and update (field agents must first forward all pertinent presale-information to the Marketing Group), the production of any relevant marketing materials (enrollment forms, rates, case memo, etc.) for a meeting with the prospective policyholder and the compliance review of the information within the company's system.


Download a Sample Group Quote Marketing

Frequently Asked Questions

Q: How do you create your Workflow Templates?

A: From real-world consulting engagements with Fortune 500 leaders. We’ve spent 25 years analyzing operations at hundreds of leading companies worldwide, documenting thousands of business processes at precise levels of detail. We’ve anonymized this data—drawn from millions of dollars’ worth of consulting assignments—and have made it available to you in easy-to-use templates at affordable OpsDog prices.

Q: What can a Workflow Template do for me?

A: Boost productivity, efficiency, and service levels! Broken business processes—marked by manual workarounds, downtime, and errors—are all too common. Many businesses write off this waste as “the cost of doing business.” But you know better than that! Simply select the OpsDog Workflow Template that best fits your situation, tweak it to your liking, and then use it to train employees, identify process improvements, inform an IT project, or re-design a workflow. That’s a lot of power in your hands, cheap!

Q: What’s in the box when I buy one?

A: Three handy versions, all in one zipped file. It’s yours to download immediately upon purchase, and includes your chosen Workflow Template in PDF format, plus Microsoft PowerPoint (which you can edit), and Visio (which you can also edit).

Q: Your download-able templates look great. But I need something custom. Can you help?

A: Heck yes. Our analysts would be happy to provide you with a more detailed Workflow Template than what we offer for instant download. We can also develop an entirely new, customized Workflow Template to fit your business; we specialize in this stuff and would love to help you! Simply email us (info@opsdog.com) or call us at 866.650.2888 and one of our friendly professionals will be happy to answer all your questions.

Have a question? Call: 844-650-2888 Email: info@opsdog.com