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.
Roadmap
After the order form has been authorized and rollout timing has been approved the following will take place:
Welcome to Pawlicy Advisor!
[Group Name Here] completes order form and provides clinic roster for integration setup
[Group Name Here] and Pawlicy align on key metrics for reporting
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
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
“Welcome Email” sent to all [Group Name Here] clinics offering pet insurance assistance with Pawlicy Advisor
Pawlicy or [Group Name Here] emails go live announcement
Pawlicy led group check-ins begin
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
