Question

Insurance Templates

  • 18 June 2024
  • 4 replies
  • 19 views

Userlevel 1

We are new to Karbon and do Legal, Insurance, Financial and Tax.  I am looking for insurance templates that anyone may have already created.  We do all types of insurance including:  Commercial, P&C, Health, Life, Disability and Long term care.

Thanks in advance


4 replies

Userlevel 7
Badge +19

Hi @Dan Ferrin, welcome to the Karbon community! 😁 We don’t do insurance, but there are several great firms in this community, and I’d be surprised if someone didn’t have a template they liked.

Userlevel 1

Thanks Max.  I appreciate it.  Excited to see how Karbon is going to help us take our practice to a new level of service for our clients.  We are also needing templates in both the legal and financial areas as well.  

Userlevel 4
Badge +2

Hey @Dan Ferrin , welcome!  With something that specialized, I’d consider starting with a template like this “Strategy Consulting Session” and building up from there.  Adding/modifying some of these workflows will be a strong shortcut, in the event nobody has a template built for insurance.

Hope that helps!

Userlevel 1

Thank you Danny!  I really appreciate it!  Have a great weekend!

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