Insurance Licensing & Contracting

Workflow Template

Insurance Licensing & Contracting

This workflow template illustrates the licensing of new Insurance Sales representatives (agents, brokers), at the state level, as well as renewals and terminations of insurance licensing. 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 Insurance Licensing & Contracting processes.

Related KPIs : Time to Start, Insurance Agent Headcount Ratio, Total Headcount Insurance Agents

What is Insurance Licensing & Contracting?

Insurance Licensing & Contracting is a process that involves the licensing of new Insurance Sales representatives (agents, brokers), at the state level, as well as renewals and terminations of insurance licensing. This process includes obtaining a letter of certification and/or a renewal license from the representative's Insurance Department (all appropriate paperwork for the representative's appointment must be filled and submitted before certifications are obtained), the submission of an updated Central Registration Depository form to NASD (National Association of Securities Dealers) for approval and the dissemination of welcome materials to the contracted representative (all information concerning the new hire should be forwarded to HR, Payroll and Benefits). A termination letter should be prepared and forwarded to the Representative if the agent's contract is cancelled or if the agent resigns.

Download a Sample Insurance Licensing & Contracting

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 ( or call us at 866.650.2888 and one of our friendly professionals will be happy to answer all your questions.

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