This workflow chart provides a step-by-step visualization of a comprehensive client onboarding process, designed to streamline new client addition to a Monday system, ensuring a seamless flow from initial contact to final data submission. This detailed outline is crucial for businesses looking to enhance their client management strategies, with clear responsibilities assigned to team members to ensure a smooth and efficient transition for both the client and the company.
Maricynth creates form and sends templated auto fill form to client to sign and email back
3 business days later Rob receives notification client was sent form-he calls to client
Answering Machine
leaves message
Rob reminded to call next day
Rob speaks with client and client confirms he will sign it (this process can take months before the client sends it in
Client emails signed form in to our office
M sends signed form as an atttachment to an e mail and sends to insurance company
Rob is notified 5 business days later that the form was sent to the insurance company
Rob calls insurance company or better still looks client up on insurance portal.to confirm form was uploaded onto their system
Yes uploaded
Rob or M obtaines info of clients policies through the adviser login section of insurance portal
Rob reads all info obtained from insurance poertal and adds Portal link to Monday
M is notified that all info from insurance portal avaliable. She has been sent the limk along with the notification. She creates an omnium report and attaches to Monday
Rob is notified when Omnium report is in Contact in Monday-and is now in a special new group
Decision to process with Janice immediately
Rob to call client with good news about Omnium report
Client agrees to complete information gatherer
Decision to keep parked in Robbie Slaney book
M to send 24 page fact find with templated email
M SENDS information gatherer or 24 page fact find by email to client-depending of Rob and max's judgement call
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