Admin Directory

Application Forms

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


IA Blueprint VA Records

Other Forms

New Agent Questionnaire
Retention Center
Employee Evaluation
New Business Intake Form – Integra
New Business Intake Form – Reed Insurance
New Business Intake Form – PLW


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