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Insurance Management Workflow

Insurance coverage management with needs assessment, policy comparison, renewal tracking, and claims support

Complexity: Moderate | Duration: 15-30m | Category: Professional/Hr

Tags: #insurance #coverage #renewals #claims #risk-transfer

Workflow Diagram​

Steps​

Step 1: Assess insurance needs​

Agent: risk

manager - Determine required coverage (D&O, E&O, cyber, property, etc.)

Step 2: Compare policies​

Agent: insurance

manager - Request quotes from brokers, analyze coverage limits, premiums

Step 3: Select policies​

Agent: insurance

manager - Choose optimal coverage for budget

Step 4: Track renewals​

Agent: insurance

manager - Set reminders 60/90 days before expiration

Step 5: Renew policies​

Agent: insurance

manager - Negotiate renewals, update coverage as company grows

Step 6: File claims​

Agent: claims

specialist - Submit claims when incidents occur

Step 7: Document coverage​

Agent: insurance

manager - Maintain insurance register with policies, limits, contacts

Step 8: Review adequacy​

Agent: risk

manager - Annually assess if coverage sufficient for current risks

Usage​

To execute this workflow:

/workflow professional/hr/insurance-management-workflow.workflow

See other workflows in this category for related automation patterns.