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.
Related KPIs : Processing Expense per Application, SLA New Business Cycle Time, SLA Adherence: New Business
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
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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?
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