Admin Directory

Application Forms

Administrative Assistant
Commercial Lines
Virtual Assistant
Insurance Virtual Assistant
Technology and Automation Specialist
Personal Lines
Virtual Assistant

Records

Holidays and Paid Time off
IA Blueprint VA Records
Minutes of the Meeting
Bonus & 6th-month increase reminder
Quotes Tracking Sheets

Other Forms

New Agent Questionnaire
Retention Center
Annual Evaluation Form
New Business Intake Form - Integra
New Business Intake Form - Reed Insurance
New Business Intake Form - PLW
Integra Partner Agency Renewal Team Setup
Exit Questionnaire
IAB U - Training Checklist

Onboarding Process

Onboarding Process of New Agents
Onboarding Email Templates
ia Blueprint Onboarding Process

Guides

RoboForm - Cleaning it up
IABU Renewal Quote Team Setup
Setting up an Outlook rule
Zapier Automation:
Ezlynx to Microsoft Excel Database
Zapier Automation:
Ezlynx to Agency Zoom new lead to Database