The insurance industry is an integral component of modern societies. Its organizations provide financial backing for all kinds of things, from family care to mortgage payments. However, for an insurance brokerage to function well, managing its employee structure is crucial. Fortunately, we can help out with our professional Insurance Organizational Chart Template! Quickly customize our easily editable content to help with your insurance agency’s hierarchy. Each one of our samples is fully compatible with Google Docs, allowing for hassle-free use with just a browser and internet connection. So, go on and download now—sort out board members, service consultants, and more within your insurance company!

How to Make an Insurance Organizational Chart in Google Docs

Whether your compensation organization sells services for long term care, life insurance, or car accidents, there’s no doubt that proper operations are key to its success. And incorporating an organizational chart is a good idea to guarantee that. After all, as pointed out by Investopedia (a business and finance resource), organizational charts are helpful diagrams that present company or department structures in an intuitive format.

Looking for some pointers on how to put together your own chart using Google Docs? Then feel free to read our tips right below!

1. Create Your Insurance Organizational Chart in the Drawing Window

Once you have a new document open in Google Docs, access the Insert menu before going to Drawing and then selecting New. After that, a new smaller window will appear within Docs’ interface. This is where the chart itself is made, providing you with an intuitive method for its creation.

2. Give Your Insurance Organizational Chart a Descriptive Title

It’s important that people immediately know what kind of chart or document they’re looking at.

So, click on the Text Box button in the upper toolbar (within the Drawing window) and click-drag somewhere along the top of the window. Provide a title that’s fairly informative, like “Insurance Marketing Division” or “Corporate Communication Department.”

3. Build Your Insurance Organizational Chart with Shapes

An organizational chart’s body is primarily made up of shapes that contain names and position titles.

In the above toolbar, click on Shape (next to Text Box) and pick either a rectable or oval shape. Place down the chosen shape and then select it to start typing, entering an employee’s name and job title. For the first shape, begin with the highest authority level (like a branch manager or an executive vice president) within the group or department. Proceed with more shapes as you go through each descending authority level.

Remember that you can resize shapes by click-dragging the nodes found on their sides and corners. Reposition them by click-dragging the shapes themselves.

4. Use Lines to Connect Your Shapes

When directing the flow of in your organizational chart, you need to insert some lines. In the toolbar, choose your desired line from the Select Line menu (beside the Shape button) and click-drag it between two shapes. Resizing and repositioning your lines are done the same way as with the shapes.

Have you read through all of our tips yet? Just keep them in mind and creating organizational charts will be a breeze! But, if you’re looking for customizable samples for your work, then consider downloading one of our Insurance Organizational Chart Templates!

General FAQs

  • What example applications are used in making an insurance organizational chart?

  • Which direction does an insurance organizational chart flow?

  • What kinds of insurance agencies use an insurance organizational chart?

  • What are the basic components of an insurance organizational chart?

  • How do I edit the insurance organizational chart after saving it?

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