Process family
Policy lifecycle: insurance workflow templates
Editable policy lifecycle process templates for insurer, broker and operations teams. Move an accepted quote through underwriting, issue, servicing and renewal while keeping the policy state and effective dates consistent.
Move an accepted quote through underwriting, issue, servicing and renewal while keeping the policy state and effective dates consistent. These charts identify the handoffs and decision owners in a vendor-neutral insurance operation.
Move an accepted quote through underwriting, issue, servicing and renewal while keeping the policy state and effective dates consistent.
A request for changed cover may need a new underwriting decision; cancellation and claims branch from an in-force policy rather than replacing its history. Adapt authority, policy wording and required notices to the product and jurisdiction; these are operational examples, not regulatory requirements.
The sequence
Step 1: Insurance Quote Process flowchart template
Editable insurance quote workflow with swimlanes for Customer, Broker / Agent, Rating Operations, two decision gates, correction and review loops, and a documented handoff to the next insurance operation.
Step 2: Insurance Application Process flowchart template
Editable insurance application workflow with swimlanes for Applicant, Broker / Agent, New Business Operations, two decision gates, correction and review loops, and a documented handoff to the next insurance operation.
Step 3: Insurance Underwriting Process flowchart template
Editable insurance underwriting workflow with swimlanes for Applicant, Broker, Underwriting, two decision gates, correction and review loops, and a documented handoff to the next insurance operation.
Step 4: Insurance Policy Issuance Process flowchart template
Editable insurance policy issuance workflow with swimlanes for Customer, Underwriting, Policy Operations, two decision gates, correction and review loops, and a documented handoff to the next insurance operation.
Step 5: Insurance Policy Administration Process flowchart template
Editable insurance policy administration workflow with swimlanes for Policyholder, Customer Service, Underwriting, two decision gates, correction and review loops, and a documented handoff to the next insurance operation.
Step 6: Insurance Renewal Process flowchart template
Editable insurance renewal workflow with swimlanes for Policyholder, Policy Operations, Underwriting, two decision gates, correction and review loops, and a documented handoff to the next insurance operation.
Also part of this family
- Insurance Policy Lifecycle flowchart template — Editable insurance policy lifecycle workflow with swimlanes for Customer, Broker / Agent, Underwriting, two decision gates, correction and review loops, and a documented handoff to the next insurance operation.
- Insurance Customer Onboarding Process flowchart template — Editable insurance customer onboarding workflow with swimlanes for Customer, Broker / Agent, Customer Service, two decision gates, correction and review loops, and a documented handoff to the next insurance operation.
- Insurance Quote-to-Policy Process flowchart template — Editable insurance quote-to-policy workflow with swimlanes for Customer, Broker / Agent, Underwriting, two decision gates, correction and review loops, and a documented handoff to the next insurance operation.
- Insurance Policy Cancellation Process flowchart template — Editable insurance policy cancellation workflow with swimlanes for Policyholder, Customer Service, Policy Operations, two decision gates, correction and review loops, and a documented handoff to the next insurance operation.