Overview
The Insurance Sales Task Template is a prebuilt Excel file that helps you organize and automate your insurance-related workflow tasks. Each row in the template represents a task in your sales process, and you can customize or expand it to fit your business needs. When finalized, your template can be imported into ServiceTitan for automation and tracking.
Who uses this feature
Administrators, managers, and field employees
Primarily for Residential Roofing Service & Replacement
Things to know
This template is a ServiceTitan best-practice starting point, but it's highly customizable to fit each customer's unique insurance process. Click here to download the template.
Best practices
Use clear, action-based task names, such as Perform Inspection, Review Insurance Summary.
Due dates are automatically generated based on the # of days to complete in the template. This value determines how many days the user has to complete the task after the task is triggered. Once the task activates, the system counts forward by the specified number of days and sets the due date accordingly.
Add dependencies if you don't want a task to be activated until the prior task is completed.
Before You Begin
Download the Insurance Sales Task Template provided by your Success or Implementation Manager.
It's highly recommended to use the predefined work stages; however, you can choose to follow the recommended workflow or customize your own stages.
Make sure you understand which tasks your field and office teams complete at each stage of your insurance process.
Step 1: Complete the Insurance Sales Task Template
Open the Excel file. Each row represents one task. Each column defines how that task behaves in your workflow. The template is pre-built with best practices for roofing trade, but it can be customized.
Build your full task workflow by filling in the columns. Refer to the detailed descriptions below for guidance on each column and its required input:
Column | Description | Example |
|---|---|---|
Work Stage | Defines which phase of the insurance sales process the task belongs to. You can use the recommended six stages or customize them. | Stages by default: Prospect, Scope, Estimate, Supplement, Proposal Review, Contract |
Task Name (required) | The main action your team needs to complete. Keep it clear and concise. |
|
Task Sub-task (optional) | Optional checklist items that guide your user through completing the task. |
|
Assignment | Determines who the task is assigned to. Having it as Current user automatically assigns the task to whoever applies the template on the job. | {{currentUser}} John Doe |
# of days to complete | Defines how many days the user has to complete the task after it's triggered. | "1" = 1 day "2" = 2 days |
Dependency (Task-to-task) | Controls task order. A task remains inactive until the dependent task is completed. | Enter "4" in the column= Task 5 depends on Task 4 |
Task Description | Adds additional context or instructions for completing the task. | Ensure all claim documents are uploaded before submission. |
Note: Work Stages can be adjusted to fit your workflow. Reach out to your onboarder or success manager to request to adjust the stages as needed.
Step 2: Customize the template and submit for import
Start by reviewing the pre-built template. From there, make a copy and use it as the foundation for building your own customized version. The pre-built template is simply a starting point. Your task template is highly flexible and can be tailored to match your business needs and workflow.
After finalizing the template:
Send it to your customer success manager or implementation manager.
After review, they upload it to your account on the backend.