Notion - Insurance Broker SOPs

This template outlines the standard operating procedures (SOPs) for an insurance brokerage. It outlines processes for client onboarding, policy documentation, claims processing, client communication, renewals, compliance, marketing, risk assessment, and underwriting. These SOPs provide step-by-step instructions for each process, including specific tasks, documentation requirements, and timelines. They emphasize clear communication, thorough documentation, and adherence to regulatory standards to ensure efficient and compliant operations within the brokerage.

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What you need before purchase

• Basic knowledge of how to use Notion
• Notion account (sign up for free here)

After purchase, you'll get access to the Notion template immediately. From the template page, click on the Duplicate link (top right-hand of the screen) to copy to your account.

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FAQs

What is the structure of the SOPs?

Each SOP includes the purpose of the SOP, the scope of the SOP, other SOPs that the SOP references and the steps for the specific process.

Refunds

As this is a digital product, we can't offer refunds on purchases. Feel free to contact us via our main website, Template Road, for any questions before buying and we'll happily reply.

Notion Free Account

This template will work on the free account within Notion but we'd recommend the paid version if you're using it with your team.

Share with team

This purchase is for a single license for you to use with your team. If you want to share with additional teams, divisions or people from other companies, please get in touch (to discuss the extra licenses).