This workflow template illustrates the processing of new business and/or renewals from insurance policyholders. Purchase and download this template in PDF, Visio and PowerPoint formats, and customize it to fit your organization, or use it to better understand the Prospect-to-Issue process
Related KPIs : Cycle Time: Underwriting, Total Talk Time by Call Reason: Order ID Card, Percentage Member ID Card Renewals Received On-Time
What is Prospect-to-Issue?
Prospect-to-Issue is a process that involves the processing of new business and/or renewals from insurance policyholders. This process includes the inspection of member ID cards (corrections are made where necessary), member ID card creation (database updates, appropriate ID card code integration, ID card printing) and the final approval of rates and provider contracts by Underwriting/Actuarial staff. Ensure that feedback from sales is analyzed to determine group rate changes or compliance.
Download a Sample Prospect-to-Issue
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 (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.