Insurance agency onboarding template

How to use this template

Automate your insurance agency sales process

Grab this template

Copy it for free
Customize to your needs
Add your own branding

Send to customers

Only needs an email address. Or add an open invite link to your existing welcome emails.

Customers complete tasks

Email reminders keep things moving
Ask questions or clarify with comments
Summary page shows everything you need to know

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Loved by 4,500+ happy users

The perfect way to onboard customers

A single, easy-to-use hub for every new insurance client

Your brand (even the emails)

Instantly know what's been done

Shows customers what to do

Chases up while you sleep

Everything lives in one place

Free plan • No credit card needed

Customize this template

Sick of the onboarding admin?

Switch to friction-free customer onboarding software

Secure link, no passwords

Accessing a plan (or getting back into it) is as simple as following a link. We're obsessed with useability.

Comment & collaborate

Customers can ask questions right from within a task. They can also invite others in to help them, without bothering you.

HubSpot ready

Start new onboarding plans inside HubSpot
Adds events to the timeline
Updates custom fields
Attaches photos and documents

If you don't use HubSpot, no problem. It works great without it too.

White label (including emails)

Every interaction, from invite through to the task page, showcases your brand.

Does the chasing up

Never send a "checking in" email again.
We'll make sure tasks always get done, on time.

Helps you improve

We'll ask customers to rate their onboarding experience.

Helps you to constantly improve your processes
Make sure your team are delivering exceptional service

Keep costs down whilst still delivering that personal touch that's crucial for keeping insurance clients happy.

Comment on tasks: You can chat with your customers directly on the task page. Give customers tips on how to complete a task, or let your customer ask questions and get quick answers right from within the task.

Collaborate: Your customer can invite other people into their onboarding. For commercial insurance, this could be other stakeholders. For B2C, it could be a friend or family member.

Internal tasks: Use internal tasks to pause the onboarding whilst you review answers to previous questions, check documents, etc. Making onboarding systematic, and reducing the change of anything slipping through the cracks.

Free plan • No credit card needed

Customize this template

Handles complex onboarding too

Calculated due dates

Set due dates calculated on the fly from the start date, a target date, or based off when other tasks are completed.

Sequential tasks

Choose to make tasks sequential, so that tasks need to be completed in order.

Frequently asked questions

How can I use this template?

Just click Customize this template above and we'll take you through a couple of simple steps to create an Onthen account and copy the insurance agency onboarding template into it.

Once that's done we'll take you straight into the template editor where you can customize it to your exact needs (there's bound to be a few things you'll do differently).

Finally, once it's ready you can use it to create individual checklists (we call them 'plans') for each of your customers. Just type their email address and we'll do the rest. As they move through the tasks, you'll see their progress in the dashboard.

Who is this insurance agency onboarding onboarding template for?

If you run a team that needs to onboard customers then the insurance agency onboarding template is a perfect starting point.

You'll first be able to tailor the template to your team's needs, by editing, removing or adding tasks to suit your onboarding process. When it's perfect, onthen has all the tools you need to easily invite customers to it and make sure all the tasks get done, on time.

How do customers use it?

First you'll invite customers to the checklist. You can either send an invite manually, through our HubSpot integration, or by using an invite link that lets anyone with the link create a new checklist.

Your customers won't need to create an account or a password, they'll simply access it with a 6-digit code we'll send to their email.

It's really easy to use and there's nothing to navigate, it's a simple single page onboarding plan that looks pretty much like you see above.

If any task gets forgotten about, we'll send email reminders to nudge your customers to complete everything.

Free plan • No credit card needed

Customize this template

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