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

Template creator

George Anavaloglou

履歷和作品集精選

自由工作者範本

使用 Notion 自由工作者範本，來幫你的自由職業生涯一臂之力。專為獨立工作的專業人士設計，此系列範本包括專案提案、客戶管理工具、請款單追蹤工具、時間管理表等。非常適合尋求簡化工作流程、加強客戶關係的自由工作者。

dashboard

自由工作

使用 Notion 銷售範本來強化銷售流程。這些範本能協助你追蹤潛在客戶、管理客戶關係，更有效率地完成交易，專為致力於達成目標和推動業務成長的銷售專業人士和團隊所量身打造。

shopping-cart

銷售人員

使用 Notion 財務範本掌握財務狀況。我們的工具可讓你全面掌握財務狀況，從預算可視化、支出追蹤到投資監控，全都一應俱全，讓你輕鬆明確掌握自己的財務狀況。

cash

金融

為最佳效率和協作而精心設計的工作空間

chart-line

工作

你的暑期新手裝備

量身定制以滿足學生需求，促進學業成就

school

學校

迎接更井然有序、充實高效的生活方式

potted-plant

生活

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)

功能

Notion AI

文件

Wikis 百科

專案

企業版搜尋功能

AI 筆記寫手

表單

網站

立即開始

瀏覽 Marketplace

查看整合

下載網頁擷取器

團隊

工程與產品

設計

行銷

IT

團隊規模

新創公司

中小企業

企業

教育

學習

幫助中心

客戶故事

部落格

社群

建立

API

範本

安全性

顧問

熱門類別

連結