Welcome to Pawlicy's onboarding strategy and checklist for PetVet Care Centers. 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
Your onboarding introduction
PVCC approves the proposal for a rollout strategy
Pawlicy to set webinar meetings for PVCC’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 PVCC 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
Post-webinar touch base
Pawlicy emails go live for all webinar attendees
“Welcome Email” sent to all PVCC clinics offering pet insurance assistance with Pawlicy Advisor
Recap of information shared
Reinforce support options for leadership and clinic teams
Checklist for PVCC Leaders & Clinics
Pawlicy to present rollout to PVCC leadership team
Leadership team to align on the proposed Pawlicy Advisor rollout to clinics
Dr. Loomis, Claudette, and Julie to send an email to PVCC 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.
PVCC 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, PVCC leaders to share clinic wellness plans to add to the pet parent dashboard experience.
Post Rollout Plan
Pawlicy to conduct standing meetings with PVCC leaders at PVCC'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
- PVCC 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 PVCC which include digital and physical assets for clinics:
Pawlicy works with regional teams for in-clinic activations
