Onboarding Plan

Welcome to Pawlicy's onboarding strategy and checklist for [Group Name Here]. We’re excited to help your team provide more complete care to all pets and reduce the liability of recommending a particular insurance provider.

Road Map & Timeline

Day 1

Your onboarding introduction

[Group Name Here] approves the proposal for a rollout strategy

Weeks 1-2

Pawlicy to set webinar meetings for [Group Name Here]’s regional leadership teams at their convenience

Gets leaders excited about Pawlicy Advisor

Answer leadership questions

Offer direct support options

Scan QR code for webinar attendance

Weeks 3-4

Set webinar meetings for [Group Name Here] extended clinics to join at their convenience

Get clinics excited about Pawlicy Advisor

Answer team questions

Offer direct support options for teams

Scan QR code for webinar attendance

Weeks 4-5

Post-webinar touch base

Pawlicy emails go live for all webinars attendees

Weeks 6-7

“Welcome Email” sent to all [Group Name Here] clinics offering pet insurance assistance with Pawlicy Advisor

Recap of information shared

Reinforce support options for leadership and clinic teams

Checklist for [Group Name Here] Leaders & Clinics

Pawlicy to present rollout to [Group Name Here] leadership team

Leadership team to align on the proposed Pawlicy Advisor rollout to clinics

[Leadership Team] to send an email to [Group Name Here] key stakeholders asking them to join informational webinars

Management teams can scan the provided QR code at the end of their webinar session to confirm attendance.

Following management team webinars, clinics are prompted to choose a time to join a Pawlicy webinar session.

To confirm attendance, clinic teams can scan the provided QR code at the end of their webinar session.

[Group Name Here] management to send a follow-up email that Pawlicy is officially an option they can recommend to pet parents. This email includes information for clinics to use and other support options such as a licensed provider team contact/website info.

Finally, [Group Name Here] leaders to share clinic wellness plans to add to the pet parent dashboard experience.

Post Rollout Plan

Pawlicy to conduct standing meetings with [Group Name Here] leaders at [Group Name Here]'s convenience

Review metrics important to the group

Strategize about new opportunities and communication methods

Share the latest Pawlicy Advisor updates 

Introductions to dedicated Pawlicy Customer Success Manager

Monthly reports emailed, highlighting performance and updated office hours for any questions or new hire training.

  • Overview of individual clinics' performance
  • [Group Name Here] to share feedback with Pawlicy Advisor
  • Learn new talk tracks (cadence of their choosing)
  • Onboard new employees eager to learn more about Pawlicy

Introduce Vetboxes to [Group Name Here] which include digital and physical assets for clinics:

Pawlicy works with regional teams for in-clinic activations

Here's to a successful onboarding! We're here to help as you go, so feel free to contact Ryan Champagne with any questions.

The Team at Pawlicy Advisor

Call us: (949) 842-7019

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Pawlicy Advisor conducts business as Pawlicy Insurance Services Inc. in the state of California.