Insurance Policy Renewal Process Optimization Workflow

Step 1: Eligibility Check

Type: Fill Checklist

In this initial stage of the process, the system conducts an eligibility check to determine if the applicant meets the basic requirements for the opportunity. This involves verifying the individual's contact information, reviewing their profile details, and assessing their skills and experience against the job description. The objective is to filter out applicants who do not meet the fundamental criteria, thereby streamlining the subsequent evaluation process. The system evaluates the data in real-time, generating a list of eligible candidates. This phase serves as a preliminary sift, helping to focus attention on those with genuine potential for success.