Sales Operations & Pricing Resource Hub
Dec
2017
Problem / Purpose
The Sales Operations Team frequently submitted incomplete or inaccurate health insurance quote requests, causing delays, compliance risks, and sales friction. Meanwhile, the Pricing Team lacked a centralized system for storing SOPs, reference files, and institutional knowledge, leading to inconsistent practices and onboarding challenges.
Solution
Took initiative to build an internal website that served both teams: for Sales Ops, it included step-by-step submission checklists, annotated examples of good and bad collateral, and visual guides to improve accuracy; for the Pricing Team, it centralized SOPs, reference materials, and documented rare edge-case scenarios to reduce tribal knowledge and ensure consistency.
Key Achievements / Impact
Submission accuracy improved from 50–60% to 83% in the first month, and stabilized at 95–99%. Enabled faster, more compliant sales cycles. Greatly reduced Pricing Team’s onboarding time and improved consistency by consolidating scattered procedures and institutional knowledge into a single source of truth.
Key Technologies / Tools Used
Google Sites, Visual Documentation, Process Improvement, Training Material Development, Operational Knowledge Management, Sales Operations Enablement
Role
Manager, Insurance and Profitability (self-initiated)
ProService Hawaii