Insurance Agent Business Template Bundle Google Sheets, Life Insurance Agent Client Tracker Excel, Auto Insurance Business, Insurance Sales

Insurance Agent Business Template Bundle Google Sheets, Life Insurance Agent Client Tracker Excel, Auto Insurance Business, Insurance Sales

If you have an insurance agency, or you are an insurance agent, then this business spreadsheet template will help you to get organized. This insurance agent business spreadsheet will help you to stay organized by managing your client list, your follow ups, Tracking your process from start to finish. You can track your commissions, income & expenses and marketing campaigns and more.

This includes:
Spreadsheet Dashboard
CRM Dashboard
Agent CRM
Appointment Tracker
Policy Tracker
Agent Checklist
Bookkeeping Dashboard
Bookkeeping Log
Marketing Tracker

★ What's included? ★

PLEASE NOTE THIS IS A DOWNLOADABLE FILE AND NO PHYSICAL ITEMS ARE INCLUDED.

You will receive 2 Sheets with this listing:
- Google Sheets
- Excel Spreadsheet

(Please note: This printable is for personal use only and cannot be resold or given away as a freebie)

Why should I order your spreadsheets?

~ Instant Download
~ Easy to Use
~ Includes Video Instructions
~ They are Pretty!
~ You can edit, customize, and use your sheet to make it your own!

★ How to Order ★

1. Purchase the listing

2. Within minutes of purchasing, you should receive a download link through Etsy.

*A confirmation email will be sent to the email address linked to your Etsy account. You can also download the files from under the purchases and reviews section in your Etsy account.

Click here if you need more help: https://help.etsy.com/hc/en-us/articles/115013328108-%20Downloading-a-Digital-Item?segmen

If you would like to purchase any of our other spreadsheets, please click here... https://www.savvyandthriving.etsy.com
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- Simple steps to purchase:

1 - Add this listing to your cart

2 - Make the purchase/ Submit your order

3 - You will receive your files in your email inbox (and you can also find it in the Etsy Purchase Area)

4 - All you gotta do is download it, print it and start using it!

For additional help on how to download graphics on ETSY:
https://www.etsy.com/help/article/3949

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Remember - this is an instant download. Nothing will be mailed to you. Please note that you’ll be receiving just downloads to use in Excel or Google Sheets.
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Refunds and Exchanges

Hey there - so I understand sometimes we buy things and they don’t look the way we planned. I don’t like to do refunds, cause hey - how do I know you didn’t already use it? But listen - I’m an easygoing chick, so if you have a serious concern about your order, holler at me in the messages and we can work something out.

Please understand these items are for personal use only. You can print and use, but please don’t resell, reproduce, or anything else uncool.
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Enough about the serious stuff….

Let me know how your journey is going! I’d love to hear about your success!

Good luck to you! One little step at a time!

Gwen

https://www.savvyandthriving.com
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DISCLAIMER: This template is shared as-is and is meant to help organize or guide you — not to replace professional advice. I'm not liable for any errors, losses, or damages from using it. If you use this tool, you're agreeing to that. Thanks for understanding!