How to Make an Insurance Flowchart
Whether you need to work on your insurance company’s material management, quality control process, or whatever else, a flowchart is undoubtedly an invaluable tool to take advantage of. As described in an article from smalbusiness.chron.com, a flowchart is a diagram that provides a simple graphical format to create/present the steps taken in a workflow.
Not sure where to start in making your flowchart? No problem, just read through our tips (below) on how to create a flowchart all on your own!
1. Understanding Universal Shapes
When it comes to composing a flowchart, there are several commonly used shapes/symbols that allow instant comprehension for anyone familiar with how this diagram works. These symbols are the oval, rectangle, parallelogram, diamond, and arrow. Each will be explained within the steps to follow.
2. The Oval
So go ahead and open a new file in your chosen processing software. The application you go with should give you the option to add/create shapes and lines, like MS Word, Google Docs, and so on.
The beginning of your flowchart should be represented by an oval shape. So pick which side you’d like to start from and you’ll progress from there. Be sure to label your oval, as well as the other shapes for later.
3. The Rectangle and Parallelogram
With your starting point established, it’s time to proceed with the other symbols in your document. The next step of your flowchart will either be a rectangle or a parallelogram. A rectangle represents a process or action; like a budget analysis or claim investigation. Meanwhile, a parallelogram represents an input or output; an input shows the reception of data or objects, while an output shows the creation of sending of those.
4. Diamonds and Arrows
Your flowchart might eventually lead to a point where a decision needs to be made and create separate paths. For this, you’ll need a diamond, which can then lead to diverging rectangles (actions) or parallelograms (inputs/outputs).
Finally, after arranging all your different shapes as needed, it’s time to dictate the flow into each step by using arrows; be sure that the various arrows point toward the intended direction that each step leads to. Remember that a flowchart can have a path that loops back to the start, so remember to adjust the shapes’ positions as needed and have an arrow that leads to the first oval. If you’d like some customizable charts for workflows in life insurance, medical insurance, and more, then have a look at our Insurance Flowchart Templates!
What are the most commonly used symbols in a flowchart?
- Oval for start/end
- Rectangle for actions
- Parallelogram for input/output
- Diamond for decisions
- Arrow for direction
What is the purpose of a flowchart?
A flowchart is a kind of diagram that represents how each step of a workflow should be done.
Why should I use a flowchart?
By incorporating a flowchart, you’ll be able to use simple shapes that offer a direct way of forming/representing the way a workflow should be carried out.
Who is/are credited as the inventor(s) of the flowchart?
Frank and Lillian Gilbreth were known to be the creators of the flowchart.
Are there specific categories of flowcharts?
Yes, there are:
- Document Flowcharts
- Data Flowcharts
- System Flowcharts
- Program Flowcharts
- Process Flow Diagrams
- Business Process Model and Notation (BPMN)