Insurance Graphic Design Request
A procedure for requesting, briefing, creating, reviewing, and delivering graphic design assets for marketing and communications purposes.
Purpose
To manage graphic design requests efficiently, ensuring that all design work is properly briefed, aligned with brand guidelines, delivered on time, and meets the requester needs.
Scope
Covers all graphic design requests from across the organisation including marketing materials, social media graphics, presentations, reports, event materials, and digital assets.
Prerequisites
- Design request form or claim management system configured
- Brand guidelines and asset library accessible to the design team
- Design software and tools available
Aligns with ASIC regulatory requirements, General Insurance Code of Practice, and AFSL obligations. Includes audit trail provisions.
Step-by-Step Procedure
Submit Design Request
The requester submits a design request with all necessary details including purpose, audience, dimensions, content, and deadline.
- 1.1Complete the design request form with claim details
- 1.2Provide the content, copy, and any reference materials or examples
- 1.3Specify dimensions, formats, and settlement requirements
Review and Schedule
The design team reviews the request for completeness, clarifies any requirements, and schedules it in the design queue.
- 2.1Review the request for completeness and clarity
- 2.2Clarify any questions with the requester
- 2.3Schedule the design work based on priority and deadline
Create Initial Design
The designer creates the initial design concept based on the brief, brand guidelines, and creative direction.
- 3.1Review the brief and gather any additional inspiration or references
- 3.2Create the initial design concept following brand guidelines
- 3.3Prepare one to two design options for the requester to review
Present and Collect Feedback
Share the initial design concepts with the requester for review and collect structured feedback.
- 4.1Present the design options to the requester
- 4.2Collect specific, actionable feedback
- 4.3Clarify any feedback that is ambiguous or conflicting
- Limit feedback rounds by collecting comprehensive feedback in each review
Revise and Finalise
Incorporate feedback, make revisions, and finalise the design for approval.
- 5.1Implement the requested revisions
- 5.2Present the revised design for final approval
- 5.3Make any minor adjustments and finalise the design
Export and Deliver
Export the finalised design in all required formats and deliver to the requester along with source files.
- 6.1Export the design in all specified formats and sizes
- 6.2Deliver the files to the requester through the designated channel
- 6.3Archive the source files in the design asset library
Quality Checkpoints
Common Mistakes to Avoid
Expected Outcomes
Average time from request submission to final settlement, measuring design team efficiency.
Average number of revision rounds per claim, indicating briefing quality and design accuracy.
Frequently Asked Questions
Can I get a rush design request?
Rush requests may be accommodated subject to the design team current workload. Rush requests should be flagged as such and may require reprioritisation of other claims.
How far in advance should design requests be submitted?
Standard design requests should be submitted at least five business days before the required settlement date. Complex claims such as multi-page brochures or event materials may require more lead time.
How many revision rounds are included?
Standard requests include two rounds of revisions. If additional revisions are needed, the claim timeline may be extended. Clear feedback in each round helps minimise the number of revisions needed.
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