Insurance Dashboard Bundle: Personal + Agent CRM Notion Templates

Description:

Take control of your insurance—whether for personal use or professional client management—with this all-in-one Notion dashboard bundle. Perfect for individuals, families, and insurance agents alike.

What’s included:

1️⃣ Personal Insurance Dashboard (For Individuals & Families)

• Track Life, Health, Car, and Home insurance policies in one place.
• Stay on top of renewal dates and premium payments with reminders.
• Log and manage claims, including attachments and notes.
• View summary dashboards to quickly see active policies, upcoming renewals, and total premiums.
• Keep all your insurance documents and PDFs organized securely.

2️⃣ Pro Agent CRM Dashboard (For Insurance Professionals)

• Manage clients efficiently with a built-in CRM.
• Track policies sold, commissions, and sales pipeline.
• Stay on schedule with task management and follow-up reminders.
• Visualize client statuses, upcoming follow-ups, and active policies with boards and calendars.
• Designed for agents who want a professional, all-in-one Notion workspace without monthly fees.

Features across both dashboards:

• Fully linked databases for Policies, Claims, Premiums, Clients, and Tasks.
• Gallery, Board, Calendar, and Table views for maximum flexibility.
• Rollups and summary metrics to track totals, expiring policies, and commissions.
• Ready to copy into your own Notion workspace instantly.
• Lifetime access + free updates.

Who is this for?

• Individuals and families who want an organized, simple-to-use insurance tracker.
• Insurance agents and professionals who want a ready-made CRM system to manage clients, policies, and commissions.
• Anyone looking to combine personal and professional insurance management in one easy-to-use system.

Pricing Options:

• Personal Dashboard: $15
• Pro Agent CRM Dashboard: $39
• Bundle (Save 20%): $49

⚡ Instant Access: Duplicate the dashboards directly into your Notion workspace and start organizing your insurance today.