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
Employee Evaluation
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