Organize Me For Insurance Success!

Broker and Client

Business Form Bundle



These forms can be used to keep your upline/carrier and client policy information organized. They can be used for all insurance policies and coverages.


This is a great time to start creating your business processes!



Wishing you success!

Working Smart


Helpful Tips: Tips on How to Start Systemizing Your Business



Working Smart

Welcome!

My name is Angela - I’m a HubSpot Specialist. I work behind the scenes to bring organization to workflows — assisting insurance Consultants and Agents who are new to using CRM systems. While assisting you with streamlining operations, you will be able to stay focused on your clients.

My naturally introverted nature, allows me to focus and ensure that your data is clean, accurate, and purposeful. Being licensed in insurance gives me a better understanding of how data can impact your business. CRM systems allow me to blend my strengths with your goals, helping you better serve your clients and grow your business.

My role is simple but powerful: I bring organization and calmness to the backend processes so you can bring attention and care to your clients.

Outside of work, I’m a proud mom, a lifelong learner, and someone who’s learning to love her mini stepper (slowly but surely!). Being an advocate of Severe Mental Illness (SMI) is dear to me. I’m always seeking out new things to learn — whether it’s about people, systems, or how to better assist Consultants and Agents like you.

Are you ready to see how CRM systems can bring more growth to your business?

Contact me to see how we can work together.


Wishing you success!

$9.99

What You'll Get:

Forms to keep track of:

Upline Information

-Upline/Agency Name and contact information


General Carrier Information for Broker/Agent

-Carrier Information


New/Renewal Policy

-Client Policy

-Policy Renewal

and more.....

You will get a total of 10 forms.



  • 1 Files
  • Broker.Client Organize Me.pdf
    150.0 kB
  • 23 pages (~910 words)