Auto Insurance Coverage Options Explanation Guide Workflow

Customer Initial Inquiry

Type: Send Email

This stage involves receiving and reviewing initial inquiries from potential customers. It typically commences when an individual or organization expresses interest in a product or service offered by the company. The workflow process starts with capturing the inquiry details through various channels such as phone calls, emails, website forms, or social media interactions. Upon receipt of the inquiry, relevant personnel review and assess its scope to determine if it meets the company's criteria for further engagement. This may involve checking product/service offerings, client eligibility, and any prerequisites that must be met before proceeding with the next stages in the sales process. The objective at this point is to gather sufficient information to classify the inquiry as either a genuine lead or a non-qualifying prospect, thus facilitating informed decision-making about how to proceed further.