Guide
Lead → Quote → Bind → Renewal: The Workflow That Keeps Agents Consistent
A usable workflow for Travel, Visitor and Life insurance agents with follow-up cadence and compliance checkpoints.
Lead intake (minimum fields)
Minimum fields keep momentum and prevent abandoned records.
- Name + contact
- Product type
- Target start date
- One-line notes
- Next action scheduled
Quote delivery standard
Every quote includes a next-step prompt and an immediate follow-up task.
- Summarize options
- Ask for decision timeline
- Schedule 48–72 hour follow-up
- Schedule day-7 check-in
Bind checklist
Before binding, the client file must be consistent and documented.
- Consent confirmed
- Disclosures acknowledged
- Needs analysis documented
- Rationale saved
- Documents stored
- Renewal date set
Renewal cadence
A predictable cadence improves retention without feeling pushy.
| When | Message goal | Action |
|---|---|---|
| 90 days | Early touch | Confirm details + flag changes |
| 60 days | Prepare options | Present renewal + alternatives |
| 30 days | Decision | Close or set final follow-up |
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