Build guide
Insurance Sales Agents OS
Insurance Sales Agents OS: policies in force and client claims, connected to accounts, contacts and deals - calculations, views and example rows already set up.
For: Account executives, sales reps, real estate agents, insurance agents, buyers and marketing specialists
- Linked databases
- 7
- Connections
- 7
- Automatic calculations
- 11
- Ready-made views
- 11
What it saves you
- Policies sold with carrier, premium, commission and renewal date - renewals inside 45 days are listed.
- Claims your clients make with status and adjuster - you stay in the loop and keep the relationship.
- Weighted pipeline and closed-won roll up against your quota
- Contacts with no touch in 30 days are listed for follow-up
- Deals with a passed next-step date are flagged as stale
- Every call and meeting links to the deal and contact
How the parts work together
- Prospect: Add accounts and contacts with buying roles → Open a deal with value and probability
- Work the pipeline: Log every activity → Keep a dated next step on each deal → Clear "Stale" and "Needs touch" daily
- Forecast: Link deals to their quota period → Read attainment and gap
Databases inside
Accounts
Companies or households you sell to, with open pipeline rolled up.
4 fields · 1 calculated automatically · linked to Contacts, Deals, Policies in Force
Views: Accounts
Contacts
People you talk to, with role and last touch; anyone untouched for 30 days is flagged.
7 fields · 2 calculated automatically · linked to Accounts, Activities
Views: Needs touch, All contacts
Deals
Opportunities with value, probability and next step - weighted value and staleness calculate themselves.
10 fields · 3 calculated automatically · linked to Accounts, Quota, Activities
Views: Pipeline, Stale
Activities
Calls, emails and meetings logged against contacts and deals.
6 fields · linked to Contacts, Deals
Views: Activity calendar, This week
Quota
Targets per period; closed-won and weighted pipeline roll up to show attainment.
6 fields · 4 calculated automatically · linked to Deals
Views: Quota tracker
Policies in Force
Policies sold with carrier, premium, commission and renewal date - renewals inside 45 days are listed.
8 fields · 1 calculated automatically · linked to Accounts, Client Claims
Views: Renewals soon, By line
Client Claims
Claims your clients make with status and adjuster - you stay in the loop and keep the relationship.
6 fields · linked to Policies in Force
Views: By status
You get the finished workspace, not homework.
Buy it once for $19 or get it with your membership, then duplicate it into Notion with every field, link, formula, view and example row already set up.
See Insurance Sales Agents OS →