Description
Track every lead, quote, policy, renewal, claim and commission in Notion. Insurance Agency CRM is a Notion template for independent agents and small agencies that shows which policies renew in the next 60 days, which quotes need a follow-up, which claims are still open and how much commission you are still owed.
What’s inside
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Dashboard with At a glance charts: policies by line, commissions by status and leads by stage
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8 linked databases: Clients, Leads, Quotes, Policies, Claims, Commissions, Activities and Carriers
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Days to renewal countdown with a Review now flag inside 60 days
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Quote follow-up date set 3 days after a quote is sent
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Commissions expected vs received with a Variance column
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Client totals for premium and policies held
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Renewal list, lead pipeline board, quotes side by side and follow-ups due this week
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3 built-in automations: Quote sent, Renewal reviewed and Commission received
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Start Here: Step-by-Step Guide with a flow diagram, FAQ and automation table
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Fictional sample data so you can see it working on day one
Who it’s for
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Independent insurance agents and brokers
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Small agencies that want renewals, quotes and commissions in one Notion workspace
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Producers who want a simple pipeline without a costly CRM subscription
What you get
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A PDF with the link to duplicate the template into your own Notion workspace
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The Start Here: Step-by-Step Guide inside the template
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Free updates to this version
Good to know
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This template is an organising tool, not legal, tax or insurance advice. Follow your licensing, carrier and data-protection rules.
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Works with a free Notion account. Database automations run on Notion's paid plans (Plus and up); on Free they pause and you can make the same changes by hand.
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Sample clients, policies and amounts are fictional.
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Digital product: no physical item is shipped.
Get started with Notion
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New to Notion? Start free with Notion
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Growing team? Explore Notion for startups and teams
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Want AI in your workspace? See Notion AI and startup perks
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