Introduction
This website showcases the English translations of ED Seguros business process funnel diagrams. Each diagram represents a different aspect of the insurance business workflow, from health insurance to pension plans and ongoing financial processes.
Health Funnel
This diagram illustrates the process flow for health insurance products, from initial client contact through proposal acceptance, meetings, and implementation.
Life Insurance Funnel for Wealth Planner
This diagram shows the workflow for life insurance products, including client interactions, form submissions, and the decision-making process through the Wealth Planner system.
Other Insurance Branches Funnel
This diagram represents the process flow for various other insurance products, showing how they connect to the main implementation funnel at different stages.
Pension and Portability Funnel
This diagram illustrates the workflow for pension plans and portability services, from initial contact through contract signing and implementation.
Ongoing Financial Funnel
This diagram shows the continuous financial process for active clients, including payment verification, collection procedures, and account status management.
Main Implementation Funnel
This diagram represents the central implementation process that connects with other funnels, showing how proposals are processed, pending issues are resolved, and clients are onboarded.