Online Insurance Sales

Workflow Template

Online Insurance Sales

This workflow template illustrates the completion of online insurance applications for auto and/or renter's insurance policies and the subsequent quote generation, application processing, underwriting and onboarding of new policyholders for these lines of business. Purchase and download this template in PDF and Visio (VSD) formats. You can customize it to fit your own organization, or simply use it to better understand Online Insurance Sales processes.

Related KPIs : Cycle Time: New Business Processing, Cycle Time: Underwriting, Percentage of Applications Approved, Underwriting Expense Ratio, Unit Cost: Application Processing

What is Online Insurance Sales?

The Online Insurance Sales process is designed to quickly and intuitively collect, through a series of online forms, the information required to generate an insurance quote for retail customers. Required information may include zip code, name, address, date of birth, vehicle identification number (for auto insurance) and existing insurance policy information (if applicable/available). After the website visitor has entered the requisite information, they are typically offered discounts for various related products/services offered by the insurer. After the application is completed, the customer is provided with a preliminary quote and, in most cases, the application is sent to the underwriting and sales teams to finalize the policy and onboard the new policyholder.

Download a Sample Online Insurance Sales

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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