Insurance · Agency Operations
Standard operating procedures (SOPs)
A written guide covering how an insurance agency's routine tasks are performed, step by step, by role.
What it usually contains
- step-by-step workflows for quoting, binding, and issuing policies
- renewal, endorsement, and cancellation handling procedures
- claims intake and carrier reporting steps
- client file documentation and data entry standards
- who approves what, and escalation paths
What the assistant uses it for
Use to answer how a specific agency task should be handled, who is responsible for each step, and what documentation or timelines are required for service, renewals, and compliance.
How it is versioned
A document of this type has exactly one current version at a time. Upload a revision and it becomes the version that counts — the one before it is kept and dated, but is no longer what your assistant answers from. Nothing is ever deleted, so you can always show what this document said on a given date.
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