This template on Notion is an invaluable tool tailored for insurance brokers due to its multifaceted features. Firstly, it streamlines the process by allowing Insurance Brokers to effortlessly import all insurance contracts renewals from a CSV file. Moreover, it enables brokers to meticulously track the status of each customer, categorizing them as new, completed, in progress, pending, or canceled, with separate checkboxes for each category. These checkboxes not only enhance organization but also facilitate statistical analysis at the end of each column.
Additionally, the template includes a reminder function for both the starting date and the expiry date of new or renewal contracts, ensuring that no deadlines are missed. These reminders are easily accessible on the Notion mobile application. Furthermore, apart from customer names, the template provides fields for additional information such as the Number Plate, Commission from each contract (aggregated at the end of the column), and the total cost of the insurance contract. It also features a column indicating if a contract has been paid.
The template offers automation through six buttons that can automatically fill in the status categories (new, completed, in progress-pending, canceled, paid, and not paid) based on the contract’s current status. In addition to the table view, there is a user-friendly calendar view that displays customer names, total cost, number plates, and contract status.
In the event of importing a second CSV file for the following month, the template includes a merge option to consolidate all information into one comprehensive database. The latest updates introduce visual aids such as pie charts showing percentages of customer renewals for each category and a chart detailing total commission by customer. With the introduction of the new Notion Calendar, users can now seamlessly integrate all their reminders into one calendar, combining Google Calendar with the Notion Calendar. The calendar view enhances user experience, making it easier to manage and visualize all reminders effectively.