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Insurance brokers & financial advisors
Task templates for frequently performed tasks

Use The Free Task Templates

Insurance brokers & financial advisors

How about one of these following templates?

Insurance Requirements Analysis Customer XY

  • Registration of customer data
  • Understand the private situation of the customer (single, married, family,...)
  • Understanding the professional situation of the client (employed, self-employed,...)
  • To be insured possessions
  • Entering Previous Hedging
  • Analyzing the supply gap
  • Recommended insurances for the right life situation


Portfolio check customer XY

  • Collection of customer data
  • Analyzing the structure of the securities account
    • What is your investment amount and portfolio value?
    • How high is your desired return on investment?
    • What is the maximum risk you can live with?
    • How long would you like to invest your money?  
  • Analyzing the risk and return of the portfolio
  • Determine customer goals
  • Determine investment goals and adjust if necessary
  • Optimization of plants and portfolio
    • Checking the portfolio with regard to investment parameters (return, risk, term)
    • Comparison of the position portfolio with the optimization proposal
    • Advice on asset accumulation
    • Reduction of the risk by increasing the return


Financial Check Customer XY

  • Collection of customer data
  • Review of existing contracts
    • underwriting of risks
    • Price/performance ratio, sufficient scope of coverage, investment strategy - change of fund if necessary
  • Recording of occupational changes
  • Recording of family changes
  • Discussion of new financial products
  • Investment Strategy Review


Appointment preparation for customer XY

  • Send inquiry form to customer
  • Identifying the insurances to be discussed
  • Evaluation of the inquiry form, diagnosis and risk assessment
  • Preparation of performance comparisons
  • Elaboration of proposed solutions
  • Preparation of the personal appointment


Follow Up Interview Customer XY

  • Review the customer file and read the previous call
  • Check offer and adjust if necessary
  • Highlighting added value
  • Call, email or meet customers XY
  • Record contract or results


The daily, weekly and monthly task checklist for you and your team. To simplify the workflows and processes within a team, it is very helpful to standardize the tasks. Save time by structuring processes with task templates once and then using them again and again.

Use them for tasks such as insurance needs analysis, customer acquisition or customer appointment preparation. Find many more task templates in teamelio and use them with your team to finally have more time for other tasks.

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