How to Create Insurance Flowcharts in Word

According to the US Department of Labor, approximately 1.5 million people in 2018 worked in many different insurance companies. With this, it is evident that these people heavily rely on the insurance industry and a flowchart could improve their system. Insurance flowcharts are sometimes difficult to make especially when you're starting from scratch or you've never made one before. Insurance companies usually don't have any rigid process flow and these charts are usually dynamic. If you need to make an insurance flowchart but don't know where to start, we have steps below on how you can do it using Microsoft Word.

1. Know the Insurance Company

Whether you're working for an insurance agency or not, knowing what their functions are and how they operate will give you a clear picture of the possible structure of the flowchart. For this step, it's just a matter of orienting yourself with the company and gathering all the necessary details. Moreover, it might even help if you conduct research and look into how other insurance companies or agents constructed their flowcharts.

2. Write Notes about the Insurance Workflow

By now, you should already be familiar with the insurance company's workflow and you should make a list of the different processes. Consider this as a draft and you may or may not arrange it for now. If you choose to arrange it, be sure to do it in a chronological and logical order. After writing each process, provide a short but thorough explanation to provide yourself with a source of reference.

3. Start Creating the Flowchart's Basic Structure

With the help of Microsoft Word, you can easily create the flowchart's framework by adding shapes and other graphical elements to it. Even though Word focuses primarily on processing documents, it has a feature wherein you can add shapes and resize them appropriately. If you need to add text to these shapes, you can do so by using the text box tool. Another feature in Word is that it also allows the importing of images. If you have a predesigned flowchart framework at hand, then you'll simply need to import it then add the content through text boxes.

4. Transfer Your Content to Your Flowchart

After the flowchart's basic structure has been created, you can start adding the content with the notes that you've written in a previous step serving as your reference. Considering how limited the allotted space is inside every shape or text box, you should make your content as concise as necessary. You may be tempted to adjust the size of the shapes to accommodate the entire description of the processes, but this will tend to overcrowd the layout and is not recommended.

5. Review and Finalize Your Flowchart

Last but not least, make the final touches to your flowchart. Go over the content to see if the processes have been arranged in a way that's easy to follow and understand. Additionally, review the layout as well and see to it that there is enough white space to keep it looking professional and neat. Make revisions if needed and then finalize your insurance flowchart.

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