Workflow Template


Workflow Template

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? +
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  • Q: What’s in the box when I buy one? +
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