Sales: Online Insurance Sales Workflow [BPMN 2.

0]
WORKFLOW
Lead Generation, New Customer Quote Back Office Processing
BPMN 2.0 LEGEND

Start Event Intermediate End Event

SALES Event

Online Insurance Sales Gateway

Group
Task

Expanded Sub-
Is visitor Process
seeking an What product Is the visitor an Customer fit Does the

Pool
agent, or a does the existing underwriting customer agree
quote? customer want? customer? guidelines? Offer discounts and to purchase?
Potential customer Enter zip code and
ClientCo.com visits ClientCo.com Quote select desired Auto or Renter’s
Customer to enter
name, address and
Collect additional Yes cross sale
opportunities; deliver
Yes Submit application Insurance Application
searching for more product from drop information to underwriter
The OpsDog General Line Hierarchy information
Agent
down list
date of birth quote and prompt
customer to purchase Submit Application
Home, Life, etc. No
Sequence Flow Message Flow
No
Customer Call Product
Sales Development Collections
Service Centers

Sales Support Yes

Telemarketing (Inside Sales)

Online Insurance Sales

Field Sales (Outside Sales)

Customer enters System generates a
location information Direct customer to find Direct customer to Give the customer
Sales Performance Management work ticket notifying Decline customer
an agent, call contact
and website lists contact agent to agent that a customer is the option to save
center or enter a and stop quoting
agents near the number to be called by discuss car seeking an auto quote the quote to revisit it
and Agent will contact process
Commissions & Incentives customer to contact Agent Will Contact ClientCo Call Contact Center insurance needs Work Ticket Stop Quoting later Customer to Re-
customer
when ready Generated Visit

www.OpsDog.com | [email protected] | Phone: 201.526.1200 | www.TheLabConsulting.com

Login to OpsDog to purchase
the full workflow template
Online Insurance Sales: Workflow

(available in PDF, Visio)

Lead Generation & New
Customer Quote

Back Office Processing

Accept or
Underwriter Reject?
examines
Back Office application and Accept
Send full packet
with policy and
examines
cards to client
documents, policy Policy Packet
decision Reject

Workflow Description

The fielding of requests for insurance quotes from online customers.

Includes customer information collection, initial customer screening,
quote delivery and underwriting.

Legend New users get $20 off their first Write narrative on
the policy explaining
decision
Create and send
termination letter to
the agent (via email)
and the customer
(via mail) Termination Letter

Start
Event
Intermediate
Event
End
Event
Gateway Group purchase (registration is FREE!)
+
pm.GLO1.OnlineInsuranceSalesBPMN.140521

Task Expanded Pool Sequence Message

Sub-Process Flow Flow

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