Insurance Organizational Chart Template in Word

Insurance agencies are very helpful in our modern age. Be it for a house mortgage, long term care, or family coverage, you can acquire a variety of monetary support. But, for the sake of serving you well, these organizations require ideal operations through proper staff management. So, for running your own insurance brokerage, consider using our Insurance Organizational Chart Templates! Sort out your board members, sales agents, and more by editing our professional content. Plus, our samples come 100% customizable in Microsoft Word, giving you one of the best options available on Windows. So, go ahead and download today—incorporate our templates to manage your insurance business’s employee structure!

How to Make an Insurance Organizational Chart in Microsoft Word

From the marketing division to the accounting department, there’s a lot of different work that goes into running an insurance agency. Because of this, structuring your staff hierarchy is important, which is where organizational charts come in.

With the help of an organizational chart, you can create corporate communication and hierarchy using effective visuals (as explained by Investopedia, an online business resource). With how versatile this diagram’s simple format is, any department in your insurance agency is easier to sort out. And if you need tips on how to make one in MS Word, then just continue reading below.

1. Use a Drawing Canvas for Your Insurance Organizational Chart

Before working on the diagram itself, you need the proper space to do so. Go into Insert (at the top of MS Word) and open the Shapes dropdown menu. At the very bottom of that menu, click on New Drawing Canvas. This space is where the chart’s entirety is put together.

2. Appropriately Name Your Insurance Organizational Chart

The first thing that your chart needs is a title. Do this by adding a text box to your document page.

Open the Insert menu again and then click on the Text Box option. Next, place the text box at the top of your canvas before typing in a descriptive title. When thinking of what to write down, go with something like “Life Insurance Marketing Staff” or “Public Relations Department.”

3. Add Shapes into Your Insurance Organizational Chart

When pointing out the members in your chart document, you need some shapes. For this, use the Insert menu again.

So, go to Insert > Shapes and pick an oval or a rectangle from the dropdown menu. Click-drag the fresh shape near the top of your canvas and just start typing to label it. For this first shape, enter the name and job title of whoever holds the most authority in this hierarchy (like a branch manager or an executive vice president).

4. Show the Hierarchical Flow with Lines

As you continue adding more shapes and staff members into your chart, you also need lines to show the hierarchical relationships. This time, use the new Drawing Tools ribbon, which is found at the very top of MS Word when you click on the drawing canvas.

In the Drawing Tools ribbon, open the Shapes menu and choose one of the Connectors under Lines. In your canvas, click-drag from a shape’s node to that of another shape, which now connects them both with a line that automatically readjusts whenever either shape is repositioned.

Did you find our tips helpful? Just remember what you’ve learned for an easier time managing your compensation organization! And don’t forget about our Insurance Organizational Chart Templates to expedite your diagram’s creation.