Insurance Sales (General)
This workflow template illustrates the process of signing up a new client for a policy which involves an agent or a call center representative. 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 Insurance Sales (General) process.
Related KPIs : Average Handle Time (AHT), Policies In-Force per Insurance Agent, New Policies per Agent
What is Insurance Sales (General)?
Insurance Sales (General) is a process that involves the process of signing up a new client for a policy which involves an agent or a call center representative. The agent or representative discusses available insurance products with the prospective client who called and obtains all necessary information. The agent then determines eligibility and prepares a quote. Finally, payment is set up and the new policy goes to underwriting for final processing.
Download a Sample Insurance Sales (General)
Frequently Asked Questions
Q: How do you create your Workflow Templates?
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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!
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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 (firstname.lastname@example.org) or call us at 866.650.2888 and one of our friendly professionals will be happy to answer all your questions.