Economic analyst & Insurance Broker since 2009, previous head of derivatives trading for 18 years at a securities firm.

Template creator

George Anavaloglou

An email marketing tool for managing campaigns, it features automation for different types of campaigns using forms, including quote generation and unsubscribe management. This tool provides an easy and convenient solution for various marketing tasks.

Email marketing tool

Three databases (stocks, cryptocurrencies, and indices) feature interactive charts within each page. These charts update daily during market hours and after closing using Notion's APIs and Python code.

Global Market View

A user-friendly Notion website for insurance brokers featuring quote forms with automatic email notifications. Includes personal info, contact details, social media links, and a clear work process description.

Insurance office George Anavaloglou

This is an easy calculator tool for elections, where candidates and votes per ballot, are calculated according specific formulas.

Method of calculating the number of candidates 

With the latest update in Notion charts there is a problem until now when someone wants to compare 2 value of properties in one chart. With this template someone can override this problem, when comparing these 2 values through time.


Comparing 2 properties Values in one Chart

With this template in Notion, someone can use this chart to see at a glance which are the best customers by adding the commissions that they leave in a bussiness from the products that they buy through time.


Total commissions by customer

Comparing 2 different tax systems: a current and a new one.
Share the link to the form public. Let anyone fill in all the above fields and email after submitting the form to get the answers and see the benefits of an employer and an employee with the new tax system.

Comparing 2 tax systems: a current and a new one

Requirements Traceability Matrix for an Insurance Broker


RTM for an Insurance Broker

Insurance Brokers’ Best Tool / Easy way to monitor insurance contracts.  
As an Insurance Broker, you can easily import all of your insurance contracts renewals from a CSV file.
Track the status of each of your customers (new, done, in progress, pending, canceled)

תכונות

Notion AI

סוכנים

חיפוש Enterprise

AI Meeting Notes

מסמכים

בסיס ידע

פרויקטים

אתרים

תחילת העבודה

ללמוד על מקרי שימוש ב-AI

עיון ב-Marketplace

הצגת שילובים

הורדת Web Clipper

צוותים

פיתוח ומוצר

עיצוב

שיווק

IT

גודל הצוות

חברות סטארט-אפ

עסקים קטנים ובינוניים

Enterprise

חינוך

למידה

מרכז העזרה

Notion Academy

סיפורי לקוחות

בלוג

קהילה

תוכניות שותפים

יצירה

API

תבניות

אבטחה

יועצים

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