Industry pack

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.

Linked databases: 7
Automatic calculations: 11
Ready-made views: 11

Saves time
Policies sold with carrier, premium, commission and renewal date - renewals inside 45 days are listed.
Connected data
Claims your clients make with status and adjuster - you stay in the loop and keep the relationship.
Calculated for you
Weighted pipeline and closed-won roll up against your quota
Nothing missed
Contacts with no touch in 30 days are listed for follow-up

See what is inside ↓

How you get it

1. Buy once, or use one of your membership downloads.
2. Open the link we email you and click Duplicate.
3. It lands in your Notion workspace with every database, link, formula, view and example row ready - works on Notion's free plan.

The Insurance Sales Agents OS dashboard in Notion with example data — Real screenshot of the dashboard in Notion with the example rows it ships with. Your industry databases appear in their own section below it.

The full system plus optional everyday extras (inbox, tasks, journal and more). Nothing else to buy.

Insurance Sales Agents Pack

Policies sold with carrier, premium, commission and renewal date

Insurance Sales Agents OS: policies in force and client claims, connected to accounts, contacts and deals - calculations, views and example rows already set up.

Linked databases

Connections

Automatic calculations

Ready-made views

⏱️

Saves time

Policies sold with carrier, premium, commission and renewal date - renewals inside 45 days are listed.

🔗

Connected data

Claims your clients make with status and adjuster - you stay in the loop and keep the relationship.

📊

Calculated for you

Weighted pipeline and closed-won roll up against your quota

✅

Nothing missed

Contacts with no touch in 30 days are listed for follow-up

🔍

🔎

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