Required: Using Microsoft Visio (or other flowcharting package), draw an as is process map for BestLifes Homeowners Insurance Sales Process using the process mapping symbols and conventions.

BestLife Homeowners Insurance Sales Process

A potential customer calls a BestLife office requesting a quote for homeowners insurance. A customer service rep obtains a core set of facts from the potential customer (e.g., sales price of property) and enters this into BestLife sales system, Sales Manager. A salesperson/sales dept checks the system and sees that there is a quote to review, comes up with a quote based on the core set of facts, and communicates it to the potential customer. The potential customer decides if he/she wants to move forward with purchasing homeowners insurance from BestLife or not.

If the person does not accept the quote, the process is terminated. If the person accepts the quote, the salesperson will send an email to the credit department including pertinent customer data so that a credit check can be performed using CreditPlus system (credit checks take up to a week). Credit department sends a daily report to sales department of credit worthiness of potential customers in the pipeline and the sales department enters this data into Sales Manager and uses this information to make a determination of moving forward with the sale.

If not moving forward with granting insurance, the salesperson will notify the potential customer. This terminates the process. If moving forward with granting insurance, the salesperson authorizes a BestLife field office nearby the property to inspect it. The field office representative inspects property and enters pertinent data into the Sales Manager system. Salesperson uses this information to move forward or not.

If inspection does not check out, the salesperson sends a denial letter to the customer. If the inspection checks out, the salesperson authorizes the policy in the system and the underwriting department is notified by the salesperson. The underwriting department will print out a policy and send the hardcopy policy to the customer along with a premium notice (a bill).