Workflow Templates: customer onboarding checklist

Template Library Home

Start using this Workflow

customer onboarding checklist

Customer Information Collection

Gather personal details including name, address, and contact information

Collect identification documents such as driver's license or passport

Obtain financial information like bank details or credit score

Request employment and income verification

Ensure consent for data collection and privacy agreement

Policy Selection and Customization

Discuss and determine the type of insurance product needed

Explain policy options and coverage details

Customize coverage according to customer needs

Provide premium quotes and payment plan options

Confirm understanding of terms and conditions

Regulatory and Compliance Checks

Verify compliance with local and national regulations

Conduct anti-money laundering and fraud checks

Ensure all forms and disclosures are signed

Review and confirm adherence to privacy laws

Document and store all compliance-related information

Account Setup and Activation

Create a customer profile in the system

Assign a unique policy number

Set up billing and payment method

Activate the policy and issue insurance documents

Provide customer with access to online account management

Post-Onboarding Support

Schedule a follow-up call to address any questions

Provide contact information for ongoing support

Offer resources for understanding policy benefits

Encourage feedback on the onboarding process

Ensure customer satisfaction with the onboarding experience

Use this template in Manifestly

Start a Free 14 Day Trial

Use Slack? Start your trial with one click

With Slack

Ready to take control of your recurring tasks?

Start Free 14-Day Trial

Use Slack? Sign up with one click

With Slack

Company

About
Product Roadmap
API Reference
Privacy Policy
Terms
Contact Us
Blog

Resources

Help
Getting Started Guides
Video Center
Demos
Your Account
Use Cases
Pricing

When you visit or interact with our sites, services or tools, we or our authorised service providers may use cookies for storing information to help provide you with a better, faster and safer experience and for marketing purposes.