{"id":15300,"date":"2018-11-07T18:41:58","date_gmt":"2018-11-07T18:41:58","guid":{"rendered":"https:\/\/www.process.st\/templates\/client-onboarding-checklist-for-an-insurance-broker\/"},"modified":"2026-02-16T19:17:17","modified_gmt":"2026-02-16T19:17:17","slug":"client-onboarding-checklist-for-an-insurance-broker","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/client-onboarding-checklist-for-an-insurance-broker\/","title":{"rendered":"Client Onboarding Checklist for an Insurance Broker"},"content":{"rendered":"\n<section id=\"introduction\">\n <h2>Introduction:<\/h2>\n <div class=\"image-content\">\n  <figure>\n   <a href=\"https:\/\/ps-attachments.s3.amazonaws.com\/3\/oUVYvn2BAaC7oM-CrSRNwA\/uVntvhYH9nmXVIwA_k5M4g\/Client-Onboarding-Checklist-for-an-Insurance-Broker.png\" alt=\"Introduction:\" target=\"_blank\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/ps-attachments.s3.amazonaws.com\/3\/oUVYvn2BAaC7oM-CrSRNwA\/uVntvhYH9nmXVIwA_k5M4g\/Client-Onboarding-Checklist-for-an-Insurance-Broker.png\"> <\/a><!-- No caption -->\n  <\/figure>\n <\/div>\n <div class=\"text-content\">\n  <p><span>Client onboarding is the process companies use to introduce new customers to their services. Health insurance agencies often accomplish this by using policy information sheets, guides for accessing online accounts, and comprehensive welcome kits. When done effectively, insurance agency client onboarding can help your agency build long-term relationships.<\/span><\/p>\n  <p><span>In real estate, it can be tough to hold on to long-term customers. The truth is, <strong>the average real estate client sells once every seven years<\/strong>, which means it's easy for working relationships to fade out and for retention to be poor in the long-term.<\/span><\/p>\n  <p><span>In light of the fact that <strong>it costs on average <a href=\"https:\/\/www.invespcro.com\/blog\/customer-acquisition-retention\/\" rel=\"nofollow\">five times more<\/a> to obtain a new customer than it does to retain an old one<\/strong>, the importance of a good onboarding process for new real estate sales customers becomes clearer than ever.<\/span><\/p>\n  <p>With a solid process for onboarding your new clients, you'll be able to <strong>automate and streamline the task of preparing new clients to work with you in full capacity<\/strong>; gathering their information, answering common questions, giving them \"homework\" to bring to your next meeting, and ultimately keep the momentum going from their initial decision to work with your real estate agency.<\/p>\n  <p><span>Basically, if you\u2019ve ever had a client ask for a status update when they're not clear what's going on, even when you're hard at work trying to solve their problems, then <strong>you need this checklist.<\/strong><\/span><\/p>\n  <p><span>Ready to cement the long-term working relationship with your new real estate sales client by providing value and making them feel fully welcomed? <strong>Let's go.<\/strong><\/span><\/p>\n <\/div>\n<\/section>\n<section id=\"basic-information\">\n <h2>Basic information:<\/h2>\n<\/section>\n<section id=\"collect-basic-information\">\n <h2>Collect basic information<\/h2>\n <div class=\"text-content\">\n  <p>First things first, you should&nbsp;<strong>record some basic details for this client <\/strong>using the form fields below.<\/p>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Client first name <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Client last name <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"email-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Client email <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Client phone number <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"url-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Scheduling URL <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"url-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Feedback survey URL <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Additional details (basic information) <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Contract already signed? <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">1<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">Yes<\/div>\n   <\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">2<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">No<\/div>\n   <\/li>\n  <\/ul>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Instructions for online accounts required? <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">1<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">Yes<\/div>\n   <\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">2<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">No<\/div>\n   <\/li>\n  <\/ul>\n <\/div>\n <div class=\"url-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> FAQ <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"let-your-client-know-where-to-get-information\">\n <h2>Let your client know where to get information<\/h2>\n <div class=\"text-content\">\n  <p>Inform your new client of where they can find information if they have any questions regarding your brokerage process.&nbsp;<\/p>\n  <p>The email widget below has been automatically filled in with all of the information, so all you need to do is<strong> check it over and hit the send button once it looks good to you.<\/strong><\/p>\n <\/div>\n<\/section>\n<section id=\"prepare-contract\">\n <h2>Prepare contract<\/h2>\n <div class=\"text-content\">\n  <p><strong>Upload the brokerage contract<\/strong> to the form field below.<\/p>\n <\/div>\n <div class=\"file-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Brokerage contract <\/label>\n   <div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"><i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here<\/button>\n   <\/div>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"send-contract-for-signing\">\n <h2>Send contract for signing<\/h2>\n <div class=\"text-content\">\n  <p>Use this email widget to<strong> send the brokerage contract to your new client to be signed.<\/strong><\/p>\n  <p>You shouldn't have to do anything, since the body of the email has been prepared for you, pulling in all relevant data automatically.<\/p>\n  <p>Simply <strong>check the text<\/strong> <strong>and hit send<\/strong> when you're ready.<\/p>\n <\/div>\n<\/section>\n<section id=\"receive-signed-brokerage-contract\">\n <h2>Receive signed brokerage contract<\/h2>\n <div class=\"text-content\">\n  <p>Once you receive back the signed brokerage contract, <strong>upload it to the form field below.<\/strong><\/p>\n <\/div>\n <div class=\"file-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Signed brokerage contract <\/label>\n   <div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"><i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here<\/button>\n   <\/div>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"welcome\">\n <h2>Welcome:<\/h2>\n<\/section>\n<section id=\"prepare-welcome-package\">\n <h2>Prepare welcome package<\/h2>\n <div class=\"text-content\">\n  <p><strong>Prepare some content to send as part of a welcome email&nbsp;<\/strong>to help your client feel welcomed into the working relationship.<\/p>\n  <p><span>Here is a list of elements that you might want to include as part of your welcome email:<\/span><\/p>\n <\/div>\n <div class=\"multi-select-content form-field-content\">\n  <div class=\"form-group\">\n   <label> (Subtasks) <\/label>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">1<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">Introduction to you \/ your company<\/div>\n   <\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">2<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">Short, relevant video with contextual information<\/div>\n   <\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">3<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">Digital brochure containing information about your services<\/div>\n   <\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">4<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">Content referencing your company (blog posts, articles, etc.)<\/div>\n   <\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">5<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">Customer testimonials<\/div>\n   <\/li>\n  <\/ul>\n <\/div>\n <div class=\"image-content\">\n  <figure>\n   <a href=\"https:\/\/ps-attachments.s3.amazonaws.com\/5a54fd94-45f7-4e06-99df-46b54f90ce03\/gFs-MZPYPNX3W7rgz71Fjg.png\" alt=\"Prepare welcome package\" target=\"_blank\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/ps-attachments.s3.amazonaws.com\/5a54fd94-45f7-4e06-99df-46b54f90ce03\/gFs-MZPYPNX3W7rgz71Fjg.png\"> <\/a><!-- No caption -->\n  <\/figure>\n <\/div>\n <div class=\"text-content\">\n  <p>If you already have content prepared for a situation like this, just proceed to the next tast, where you'll be asked to insert it into an email widget.<\/p>\n  <p>Otherwise, use the form fields below to <strong>record a selection of relevant and useful content for the welcome email:<\/strong><\/p>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Introduction <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"url-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Relevant video <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"file-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Digital brochure <\/label>\n   <div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"><i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here<\/button>\n   <\/div>\n  <\/div>\n <\/div>\n <div class=\"url-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Relevant content <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"url-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Customer testimonials <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"send-welcome-package\">\n <h2>Send welcome package<\/h2>\n <div class=\"text-content\">\n  <h4><\/h4>\n  <p><strong>Edit&nbsp;the body of the email below<\/strong>&nbsp;to include only the information you need, and&nbsp;then<strong>&nbsp;hit the send button&nbsp;<\/strong>when you're ready.<\/p>\n  <p class=\"style-info\"><span>Set up one of our <a href=\"https:\/\/zapier.com\/apps\/email\/integrations\/process-street\" rel=\"nofollow\">email integrations<\/a> to automatically send a pre-prepared welcome email each time you run this checklist.<\/span><\/p>\n <\/div>\n<\/section>\n<section id=\"scheduling\">\n <h2>Scheduling:<\/h2>\n<\/section>\n<section id=\"schedule-consultation-call\">\n <h2>Schedule consultation call<\/h2>\n <div class=\"text-content\">\n  <p><strong>Check the contents of the email below, then hit the send button<\/strong> to schedule a consultation call with your client.<\/p>\n <\/div>\n<\/section>\n<section id=\"confirm-consultation-date\">\n <h2>Confirm consultation date<\/h2>\n <div class=\"text-content\">\n  <p><strong>Confirm the date of the onboarding consultation<\/strong> in the form field here:<\/p>\n <\/div>\n <div class=\"date-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Date of onboarding consultation <\/label>\n   <div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"><i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here<\/button>\n   <\/div>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"call-preparation\">\n <h2>Call preparation:<\/h2>\n<\/section>\n<section id=\"prepare-call-agenda\">\n <h2>Prepare call agenda<\/h2>\n <div class=\"text-content\">\n  <p><strong>Prepare an agenda<\/strong> ahead of the consultation call, with points that you'll want to go over with your client.<\/p>\n  <p>Record the agenda <strong>using the form field in this task.<\/strong><\/p>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Call agenda <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"prepare-client-todo-list\">\n <h2>Prepare client to-do list<\/h2>\n <div class=\"text-content\">\n  <p><strong>Prepare a to-do list<\/strong> to guide the client towards achieving a successful onboarding outcome.<\/p>\n  <p>The to-do list should be arranged in order of urgency, with clear instructions for how to complete each item, as well as recommended due dates for the client to work towards.<\/p>\n  <p>Once prepared, <strong>upload the to-do list to the form field below.<\/strong><\/p>\n <\/div>\n <div class=\"file-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Client to-do list <\/label>\n   <div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"><i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here<\/button>\n   <\/div>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"consultation-call\">\n <h2>Consultation call:<\/h2>\n<\/section>\n<section id=\"understand-clients-situation\">\n <h2>Understand client's situation<\/h2>\n <div class=\"text-content\">\n  <h4>Agenda<\/h4>\n  <p class=\"style-info\">Call agenda:&nbsp;{{form.Call_agenda}}<\/p>\n  <hr>\n  <p><strong>Use the call agenda above<\/strong> to guide your discussion with the client.<\/p>\n  <p>As you progress through the call, <strong>record information in the form fields in this task. <\/strong><\/p>\n  <p>After the call, you should have enough information to proceed with advising the client on their next steps in the onboarding process.<\/p>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Client's needs <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Client's biggest problems <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"go-over-todo-list\">\n <h2>Go over to-do list<\/h2>\n <div class=\"text-content\">\n  <p><strong>Discuss the to-do list<\/strong> that you prepared earlier and <strong>make sure the client understands it completely<\/strong>.<\/p>\n  <p>The to-do list is an important tool for achieving a successful onboarding, so it's just as important that the client understands the information laid out in this document.<\/p>\n <\/div>\n<\/section>\n<section id=\"discuss-expectations\">\n <h2>Discuss expectations<\/h2>\n <div class=\"text-content\">\n  <p><strong>Help the client understand<\/strong> what they should expect from you as an insurance broker. You may learn that their expectations wildly differ from what you thought.<\/p>\n  <p>Miscommunication of expectations is one of the <a href=\"https:\/\/www.comm100.com\/blog\/managing-customer-expectations.html\" rel=\"nofollow\">leading causes of churn<\/a>&nbsp;in new client relationships, so it's really crucial that you clearly understand what your client expects from you, and that those expectations are grounded in reality.<\/p>\n  <p><strong>Record an outline of your client's expectations<\/strong> after discussing this during the call.<\/p>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Client's expectations <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"align-your-priorities\">\n <h2>Align your priorities<\/h2>\n <div class=\"text-content\">\n  <p><strong>Discuss with your client and come to an agreement on what their immediate priority should be<\/strong> to proceed towards achieving their specific needs and goals.<\/p>\n  <p>This should be in-line with your own needs and expectations from them as a customer, and ultimately should serve to move them closer to a successful \"onboarding\".<\/p>\n  <p>Once you've come to an agreement, use the form field below to <strong>record your client's immediate priority.<\/strong><\/p>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Client's immediate priority <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"determine-what-documents-will-be-needed\">\n <h2>Determine what documents will be needed<\/h2>\n <div class=\"text-content\">\n  <p><strong>Determine what documents you will need from the client<\/strong> in order to proceed with their case.&nbsp;<\/p>\n  <p><strong>Record the documents needed<\/strong> in the form field below.<\/p>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Documents needed from client <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"postcall\">\n <h2>Post-call:<\/h2>\n<\/section>\n<section id=\"determine-next-steps\">\n <h2>Determine next steps<\/h2>\n <div class=\"text-content\">\n  <p>After the call, use the information gathered so far to <strong>determine the next steps for your client.<\/strong><\/p>\n  <p><strong>Record clear instructions<\/strong> in the form field below.<\/p>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Client next steps <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"send-client-postcall-summary\">\n <h2>Send client post-call summary<\/h2>\n <div class=\"text-content\">\n  <p><strong>Send the client a summary<\/strong> of everything you've done so far, including an outline of the items you discussed during your last call.<\/p>\n  <p>The email below already contains all of the information, so you just need to <strong>check it and send once you decide everything looks good.<\/strong><\/p>\n <\/div>\n <div class=\"text-content\">\n  <p><span>Take a look at this how-to video for more information on&nbsp;<\/span><strong><span>automating your client onboarding process using Process Street<\/span><\/strong><span>:<\/span><\/p>\n <\/div>\n <div class=\"video-content\">\n  <div class=\"iframe-container\">\n   <iframe src=\"https:\/\/www.youtube.com\/embed\/0fvQz69b6AM?modestbranding=1&amp;showinfo=0\" frameborder=\"0\" allowfullscreen=\"true\">\n            <\/iframe>\n  <\/div>\n  <!-- No description -->\n <\/div>\n<\/section>\n<section id=\"request-documents-from-client\">\n <h2>Request documents from client<\/h2>\n <div class=\"text-content\">\n  <p><strong>Request any outstanding documents<\/strong> you need to proceed with the client's case.<\/p>\n  <p>Thankfully, all of the work has already been done for you and the email widget below contains a pre-made request for documents, which has pulled in information from previous tasks to specify exactly what you need from the client.<\/p>\n  <p>Simply <strong>check the contents of the email and hit send<\/strong> once you think it looks okay.<\/p>\n <\/div>\n<\/section>\n<section id=\"future-meetings\">\n <h2>Future meetings:<\/h2>\n<\/section>\n<section id=\"schedule-followup-meeting\">\n <h2>Schedule follow-up meeting<\/h2>\n <div class=\"text-content\">\n  <p><strong>Check the text in the body of the email below, then hit the send button<\/strong> to schedule a follow-up meeting with your client.<\/p>\n <\/div>\n<\/section>\n<section id=\"confirm-followup-meeting-date\">\n <h2>Confirm follow-up meeting date<\/h2>\n <div class=\"text-content\">\n  <p>Confirm the follow-up meeting date by <strong>recording it in the form field below.<\/strong><\/p>\n  <p class=\"style-info\">Set up an <a href=\"https:\/\/zapier.com\/apps\/calendly\/integrations\/process-street\" rel=\"nofollow\">integration with your calendar tool<\/a> to automatically input the date of the follow-up meeting here.&nbsp;<\/p>\n <\/div>\n <div class=\"date-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Follow-up meeting date <\/label>\n   <div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"><i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here<\/button>\n   <\/div>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"crm\">\n <h2>CRM:<\/h2>\n<\/section>\n<section id=\"update-client-profile-in-crm\">\n <h2>Update client profile in CRM<\/h2>\n <div class=\"text-content\">\n  <h4>New client information<\/h4>\n  <p class=\"style-info\">Signed brokerage contract:&nbsp;{{form.Signed_brokerage_contract}}\n   <br>\n   Initial consultation date:&nbsp;{{form.Date_of_onboarding_consultation}}\n   <br>\n   Follow-up meeting date:&nbsp;{{form.Follow-up_meeting_date}}&nbsp;\n   <br>\n   <br>\n   Client to-do list:&nbsp;{{form.Client_to-do_list}}\n   <br>\n   Required documents outstanding:&nbsp;{{form.Documents_needed_from_client}}<\/p>\n  <hr>\n  <p><strong>Copy and paste the information above directly into your CRM.<\/strong><\/p>\n  <p class=\"style-info\">Save time by automatically updating your customer profile with one of our many <a href=\"https:\/\/www.process.st\/crm-integration\/\" rel=\"nofollow\">CRM integrations<\/a>.<\/p>\n <\/div>\n<\/section>\n<section id=\"guides\">\n <h2>Guides:<\/h2>\n<\/section>\n<section id=\"provide-instructions-for-accessing-online-accounts\">\n <h2>Provide instructions for accessing online accounts<\/h2>\n <div class=\"text-content\">\n  <p>Inform your client on how they can access online accounts by <strong>editing the email template below to include your own instructions.<\/strong><\/p>\n  <p>Other than that, the email is ready to go; simply<strong> check it over and hit send.<\/strong><\/p>\n <\/div>\n<\/section>\n<section id=\"feedback\">\n <h2>Feedback:<\/h2>\n<\/section>\n<section id=\"request-onboarding-feedback\">\n <h2>Request onboarding feedback<\/h2>\n <div class=\"text-content\">\n  <p>With your new client fully onboard, it's time to <strong>send over a feedback questionnaire.<\/strong><\/p>\n  <p>The link to your feedback questionnaire is already in the body of the email below; just <strong>make sure the information looks correct<\/strong> and send it off.<\/p>\n <\/div>\n<\/section>\n<section id=\"receive-completed-feedback-questionnaire\">\n <h2>Receive completed feedback questionnaire<\/h2>\n <div class=\"text-content\">\n  <p>Once the client has completed the feedback questionnaire, <strong>insert a link to it in the form field below.<\/strong><\/p>\n <\/div>\n <div class=\"url-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Completed feedback questionnaire <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"sources\">\n <h2>Sources:<\/h2>\n <div class=\"text-content\">\n  <ul>\n   <li><a href=\"https:\/\/consulting.ey.com\" rel=\"nofollow\" target=\"_blank\">Consulting<\/a> - <a href=\"https:\/\/consulting.ey.com\/five-ways-turn-client-onboarding-competitive-advantage\/\" rel=\"nofollow\" target=\"_blank\">Five Ways to Turn Client Onboarding Process into a Competitive Advantage<\/a><\/li>\n   <li><a href=\"https:\/\/blog.easecentral.com\/\" rel=\"nofollow\" target=\"_blank\">EaseCentral<\/a> - <a href=\"https:\/\/blog.easecentral.com\/2018\/09\/10\/effective-insurance-agency-client-onboarding\/\" rel=\"nofollow\" target=\"_blank\">Effective Insurance Agency Client Onboarding<\/a><\/li>\n   <li><a href=\"https:\/\/blog.hubspot.com\" rel=\"nofollow\" target=\"_blank\">Hubspot<\/a> - <a href=\"https:\/\/blog.hubspot.com\/service\/customer-onboarding\" rel=\"nofollow\" target=\"_blank\">Customer Onboarding<\/a><\/li>\n   <li><a href=\"https:\/\/www.smartsheet.com\" rel=\"nofollow\" target=\"_blank\">Smartsheet<\/a> - <a href=\"https:\/\/www.smartsheet.com\/definitive-guide-client-onboarding\" rel=\"nofollow\" target=\"_blank\">Definitive Guide to Client Onboarding<\/a><\/li>\n   <li><a href=\"https:\/\/www.laserfiche.com\" rel=\"nofollow\">Laserfiche<\/a> -<a href=\"https:\/\/www.laserfiche.com\/ecmblog\/new-client-onboarding-for-broker-dealer\/\" rel=\"nofollow\" target=\"_blank\"> New Client Onboarding for a Broker Dealer<\/a><\/li>\n   <li><a href=\"https:\/\/www.carriermanagement.com\" rel=\"nofollow\">Carrier Management<\/a> - <a href=\"https:\/\/www.carriermanagement.com\/features\/2016\/02\/11\/150897.htm\" rel=\"nofollow\" target=\"_blank\">Client Onboarding Process<\/a><\/li>\n   <li><a href=\"https:\/\/www.theadvisorcoach.com\" rel=\"nofollow\" target=\"_blank\">The Advisor Coach<\/a> - <a href=\"https:\/\/www.theadvisorcoach.com\/15-step-client-onboarding-checklist-onboarding-process-for-financial-services.html\" rel=\"nofollow\" target=\"_blank\">15 Step Client Onboarding Process for Financial Services<\/a><\/li>\n  <\/ul>\n <\/div>\n<\/section>\n<section id=\"related-checklists\">\n <h2>Related checklists:<\/h2>\n <div class=\"text-content\">\n  <ul>\n   <li><span><a href=\"https:\/\/www.process.st\/checklist\/client-onboarding-for-a-marketing-agency\/\" rel=\"nofollow\" target=\"_blank\">Client Onboarding Checklist for a Marketing Agency<\/a><\/span><\/li>\n   <li><span><a href=\"https:\/\/www.process.st\/checklist\/client-onboarding-for-financial-planners\/\" rel=\"nofollow\" target=\"_blank\">Client Onboarding for Financial Planners<\/a><\/span><\/li>\n   <li><span><a href=\"https:\/\/www.process.st\/checklist\/client-onboarding-for-criminal-law-firms\" rel=\"nofollow\" target=\"_blank\">Client Onboarding Checklist for Criminal Law Firms<\/a><\/span><\/li>\n   <li><span><a href=\"https:\/\/www.process.st\/checklist\/high-touch-client-onboarding-for-saas-companies\/\" rel=\"nofollow\" target=\"_blank\">High Touch Client Onboarding for SaaS Companies<\/a><\/span><\/li>\n   <li><span><a href=\"https:\/\/www.process.st\/checklist\/website-design-client-onboarding-template\/\" rel=\"nofollow\" target=\"_blank\">Website Design Client Onboarding Template<\/a><\/span><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/landlord-onboarding-checklist\/\" rel=\"nofollow\" target=\"_blank\"><span>Landlord Onboarding Checklist<\/span><\/a><span><\/span><\/li>\n   <li><span><a href=\"https:\/\/www.process.st\/checklist\/client-onboarding-checklist-for-an-accounting-firm\" rel=\"nofollow\" target=\"_blank\">Client Onboarding Checklist for an Accounting Firm<\/a><\/span><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/patient-intake-for-a-dental-clinic\/\" rel=\"nofollow\" target=\"_blank\"><span>Patient Intake Checklist<\/span><span> for a <\/span><span>Dental Clinic<\/span><\/a><\/li>\n   <li><span><a href=\"https:\/\/www.process.st\/checklist\/patient-intake-for-a-medical-clinic\" rel=\"nofollow\" target=\"_blank\">Patient Intake Checklist for a Medical Clinic<\/a><\/span><\/li>\n   <li><span><a href=\"https:\/\/www.process.st\/checklist\/client-onboarding-checklist-for-real-estate\" rel=\"nofollow\" target=\"_blank\">Client Onboarding Checklist for Real Estate Sales<\/a><\/span><\/li>\n   <li><span><a href=\"https:\/\/www.process.st\/checklist\/client-onboarding-process-for-a-managed-service-provider\/\" rel=\"nofollow\" target=\"_blank\">Client Onboarding Checklist for a Managed Service Provider<\/a><\/span><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/client-onboarding-checklist-for-a-software-development-company\/\" rel=\"nofollow\" target=\"_blank\"><span>Client Onboarding Checklist<\/span><span> for a Software<\/span><span> Development Company<\/span><\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/client-onboarding-checklist-for-management-consulting\/\" rel=\"nofollow\" target=\"_blank\"><span>Client Onboarding <\/span><span>Checklist <\/span><span>for Management Consulting<\/span><\/a><\/li>\n  <\/ul>\n <\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Introduction: Client onboarding is the process companies use to introduce new customers to their services. Health insurance agencies often accomplish this by using policy information sheets, guides for accessing online accounts, and comprehensive welcome kits. When done effectively, insurance agency client onboarding can help your agency build long-term relationships. In real estate, it can be [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":15301,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"ep_exclude_from_search":false,"cover_icon_emoji":"","cover_icon_url":"","tasks_count":"38","template_description":"Run this checklist for each new client to ensure a seamless and efficient onboarding process.","template_id":"sPMopuzZnYUJMxfOzjJLJQ","task_0":"Introduction:","task_slug_0":"introduction","task_1":"Basic information:","task_slug_1":"basic-information","task_2":"Collect basic information","task_slug_2":"collect-basic-information","task_3":"Let your client know where to get information","task_slug_3":"let-your-client-know-where-to-get-information","task_4":"Prepare contract","task_slug_4":"prepare-contract","task_5":"Send contract for signing","task_slug_5":"send-contract-for-signing","task_6":"Receive signed brokerage 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