Workflow templates help standardize repeatable processes, assign ownership, and ensure important steps are completed consistently.
Below are examples of common workflows used across client onboarding, application processing, appointments, events, and service requests.
Client Lifecycle Workflows
These workflows support client onboarding, qualification, and ongoing relationship management.
Lead Qualification Workflow
Use this workflow to guide teams through qualifying and progressing new opportunities.
Workflow Type: Contact Type
Recommended Activation: Automated when new lead is created (optional)
Example steps:
Schedule Meeting
Complete Fact Finder
Complete Product Suitability Review
Draft Proposal and Confirm Next Steps
Follow-up as Needed
Best for:
✅ New prospects
✅ Discovery processes
✅ Sales qualification
Product & Service Processing Workflows
These workflows help standardize operational processes related to applications, servicing, and policy management.
New Application Workflow
Use for processing new applications.
Workflow Type: Product
Recommended Activation: Manual or Automated when product is attached
Example steps:
Complete Application
Obtain Signatures
Submit Application
Submit Outstanding Requirements (as needed)
Confirm Application Received in Good Order
Best for:
✅ Insurance applications
✅ Account openings
✅ New business processing
Policy Delivery Workflow
Use to manage policy delivery and post-issue requirements.
Workflow Type: Product
Recommended Activation: Manual
Example steps:
Confirm Policy Issued
Confirm Policy Sent
Confirm Receipt of Policy
Schedule Delivery Appointment
Deliver Policy
Complete Delivery Requirements
Update Client Information (as needed)
Best for:
✅ Policy delivery
✅ Final processing
✅ Post-issue follow-up
1035 Exchange Workflow
Use to track transfer requests and ensure all required documentation is completed.
Workflow Type: Product
Recommended Activation: Manual
Example steps:
Prepare 1035 Exchange Form
Request Supporting Documents
Obtain Signatures
Submit Request to Carrier
Confirm Request Received
Confirm Funds Sent
Confirm Funds Received
Finalize Transaction Status
Best for:
✅ Transfers
✅ Exchanges
Appointment Type Workflows
Appointment workflows help teams standardize preparation and follow-up.
Discovery Appointment
Workflow Type: Appointment Type
Recommended Activation: Automated when appointment created (optional)
Example steps:
Schedule Appointment
Verify Contact Information (as needed)
Confirm Appointment
Best for:
✅ Initial consultations
✅ Discovery meetings
✅ Prospect appointments
Follow-up Appointment Workflow
Workflow Type: Appointment Type
Recommended Activation: Automated
Example steps:
Confirm Appointment
Provide Follow-up Materials (as needed)
Complete Appointment
Schedule Additional Follow-up (if needed)
Record Meeting Notes
Best for:
✅ Existing clients
✅ Annual reviews
✅ Follow-up meetings
Event & Marketing Workflows
Use workflows to coordinate event planning and execution.
Seminar Workflow
Workflow Type: Event Type
Recommended Activation: Manual
Example steps:
Confirm Date & Time
Confirm Venue Details
Pull RSVPs
Confirm Catering (if needed)
Prepare Materials
Best for:
✅ Seminars
✅ Workshops
✅ Client events
Tips for Building Workflow Templates
When creating workflows:
✅ Keep workflows focused on one business process
✅ Use automation when workflows should always occur after a specific action
✅ Assign owners for accountability
✅ Enable sequential progression when steps must be completed in order
✅ Test workflows before publishing
Related Articles
🔗 Create & Manage Workflow Templates → Build new workflow templates
🔗 What Are Workflows? Manual vs Automated Workflows → Learn workflow fundamentals