Active Proposals
0
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Total Quotes
0
Across all proposals
Avg Score
--
Recommended plans
Pipeline Value
$0
Annual premium est.
Proposal Pipeline
| Company | EEs | Current Premium | Best Quote | Savings | Rep | Gamma | Actions |
|---|---|---|---|---|---|---|---|
| No proposals yet. Click "New Proposal" to get started. | |||||||
Welcome to Podium
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Voluntary Production
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Spectrum Cases
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Client Retention
Goal: 90%
Recent Activity
Implementation
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Stats
View agency performance
Proposals
Create client proposals
Agent Mgmt
Coming soon
Revenue
Coming soon
Marketing
Coming soon
YTD Revenue
$1.24M
↑ 18% vs 2025
Monthly Recurring
$127K
Commission + Fees
Outstanding AR
$34.2K
12 invoices pending
Avg Commission
4.2%
Blended rate
Commission Breakdown by Product
Top Accounts by Revenue
1
Midwest Distribution LLC
Spectrum • 312 EEs
$187,400
2
Apex Manufacturing
Spectrum • 245 EEs
$156,200
3
Sterling Financial
Spectrum • 198 EEs
$134,800
4
Horizon Healthcare
Voluntary • 567 EEs
$89,300
5
Pinnacle Services
Spectrum • 134 EEs
$76,500
Recent Commission Payments
| Date | Carrier | Type | Accounts | Amount | Status |
|---|---|---|---|---|---|
| Feb 15, 2026 | 90 Degree Benefits | Monthly Commission | 24 accounts | $47,823.00 | Received |
| Feb 12, 2026 | Aflac | Voluntary Commission | 18 accounts | $12,456.00 | Received |
| Feb 10, 2026 | Guardian | Dental/Vision | 31 accounts | $8,234.50 | Received |
| Feb 8, 2026 | Principal | Life/Disability | 15 accounts | $6,892.00 | Processing |
Active GA Partners
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Total Cases
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Across all GAs
Total Employees
—
Active policy lives
Recent Activity
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Deals in Pipedrive
GA Partner Network
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Active Campaigns
4
2 email, 1 direct, 1 event
Leads This Month
23
↑ 35% vs last month
Email Open Rate
42%
Industry avg: 21%
Cost Per Lead
$127
↓ 15% optimized
Active Campaigns
Q1 Spectrum Launch
2,340
Sent
42%
Open
8
Leads
Benefits Review Mailer
500
Mailed
2.4%
Response
6
Leads
HR Summit 2026
45
Registered
12
Meetings
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Leads
Renewal Reminder Series
892
Sent
58%
Open
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Leads
Marketing Materials
Spectrum Benefits Overview
Broker Sales Deck
Case Study: Midwest Dist.
Spectrum Explainer Video
Email Templates Pack
Recent Leads
From all campaigns| Company | Contact | Source | Size | Date | Status |
|---|---|---|---|---|---|
| Velocity Logistics | Mark Thompson mark@velocitylog.com |
Q1 Spectrum Launch | ~120 EEs | Feb 16, 2026 | Contacted |
| Brightside Dental | Amanda Chen achen@brightside.com |
Benefits Review Mailer | ~45 EEs | Feb 14, 2026 | Meeting Set |
| Cascade Engineering | Brian Willis bwillis@cascade-eng.com |
Q1 Spectrum Launch | ~200 EEs | Feb 12, 2026 | Proposal Sent |
Resources
Quick access to systems, training, and standard operating procedures.
Systems Info
Quick logins for the admin systems we use
Training
Onboarding guides and training materials
Playbook
Standard operating procedures by department
Systems Info
Quick logins for the admin systems we use daily. No credentials live here — these just open each site's login page.
🔑 Admin System Logins
📋 TIS Operations Playbook
Standard Operating Procedures organized by department. Click any process to view full documentation.
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TIS Standards & Guidelines
Official brand guidelines, naming conventions, and operational standards.
🎨 Brand Guidelines
Reference the official TIS Brand Guide (Consolidated, 2026) for full guidelines on logo usage, colors, fonts, and visual identity.
Primary
Strong Blue
#13356A
Taylor Black
#0C203F
White
#FFFFFF
Secondary — Background
Pale Sky
#C8E0FF
Warm Parchment
#F7ECD6
Highlight / CTA Only
Field Teal
#00BFA6 — never a primary or background color
Typography
Byrd — Design Font
Key brand and design elements. Licensed for TIS in Regular and Bold.
Overpass — Headline Font
Online/digital headlines where Byrd isn't available.
Open Sans — Body Font
All online and offline body copy.
Use the Taylor Black logo whenever possible; switch to the White version on dark backgrounds. Always preserve the logo's clear-space protection zone — no text or graphics inside it.
📄 File Naming Convention
All files should follow this naming format for consistency and easy retrieval.
Carrier_DocumentName_(EmployeeName)_CaseName_MM.DD.YYYY
Example:
90Degree_EmployeeCensus_(Holly)_AcmeCorp_02.18.2026
🏢 AgencyBloc Standards
Data entry standards for maintaining clean, consistent records.
Open AgencyBloc Login-
✓
Use Legal Entity NameNot DBAs or trade names
-
✓
Proper Capitalization"ABC Company" not "abc company"
-
✓
No AbbreviationsUnless part of legal name (Inc., LLC, etc.)
📧 Email Standards
Professional email communication guidelines.
Subject Line Format
[Carrier] [Stage] - [Group Name, Effective Date]
Examples by deal stage:
Aetna New Quote - Acme Corp, 06.01.26
Guardian Implementation - Acme Corp, 06.01.26
90DB - Final Rates - Acme Corp, 06.01.26
Per the General RFP Process SOP — see Playbook.
Signature Template
Trey Taylor
Chief Executive Officer
Taylor Insurance Services
2000 North Patterson Street, Valdosta, Georgia 31602
in
f
Book a Meeting
📞 Phone Etiquette
Professional phone communication standards.
Standard Greeting
"Thank you for calling Taylor Insurance Services, this is [Name]. How may I help you?"
- • Answer within 3 rings
- • Smile while speaking — it comes through
- • Return calls within 24 hours
🗄️ Document Retention
Guidelines for how long to keep various document types.
| Client Files | 7 years |
| Policy Documents | Permanent |
| Commission Statements | 7 years |
| Correspondence | 3 years |
💡
Questions about standards?
Contact leadership or check the full documentation in Notion.
User Management
Invite new users — they'll set their own password via a registration link.
Active Users
System Health
Live validation of cached stats against source systems, plus recent webhook activity.
📊 Stats Validation
🔌 Webhook Activity
Settings
Settings section coming soon...
⚡ THE PANTHEON ⚡
Automation Command Center • Where the Norse gods orchestrate your business
16
Total Automations
15
Active
0
Paused
1
Coming Soon
6
Active Agents
Mimir
The All-Father's Advisor • Orchestration & Intelligence
7 automations
Daily Notion Orphan Cleanup
6:00 AM Weekdays
🗂️ Organization
Scans for orphan pages at workspace root and auto-categorizes them into proper folders via browser automation
Weekly Spectrum Cases Summary
Fri 8:00 AM ET
Weekly roundup of all Spectrum-related support cases and resolutions
Daily Pantheon Briefing
8:00 AM Weekdays
Morning briefing with system status, priorities, and agenda for the day
Daily Progress Reports
8:30 AM Weekdays
Summarizes yesterday's completions and today's pending tasks across all systems
Agent of the Week Shoutout
Fri 9:00 AM ET
🏆 Fun
Celebrates the most productive Pantheon agent of the week with stats
Process → Playbook Sync
Daily 9:00 AM ET
Syncs process documentation between systems and updates playbook
Sales Goals Refresh
8:00 AM & 4:00 PM Daily
📊 Data
Syncs voluntary production goals from Google Sheets to Podium dashboard
Tyr
God of War & Justice • Operations & Strategy
4 automations
Pipedrive → Podium (Deal Won)
⚡ Webhook
Sends review request via Podium when a deal is marked as Won in Pipedrive
Stats Refresh
10am, 1pm, 4pm, 7pm Daily
Pulls latest metrics from all systems and updates the unified dashboard
Weekly Pipeline Analysis
Mon 7:00 AM ET
Deep analysis of Pipedrive pipeline health, stuck deals, and revenue forecasting
BenSelect → AgencyBloc Sync
🚧 Coming Soon
Syncs employee enrollment data from BenSelect to AgencyBloc client records
Eir
Goddess of Healing • Support & Client Care
3 automations
Daily Integration Health Check
7:00 AM Weekdays
🩺 Health
Tests all API connections (Pipedrive, Podium, Notion, Zendesk, GHL, AgencyBloc) and alerts only on failures
Weekly Stuck Tickets Report
Mon 6:00 AM ET
Analyzes Zendesk for tickets stalled > 48h and sends digest to the team
Hourly Health Check
Every Hour
Monitors all system integrations and agent heartbeats, alerts on failures
Bragi
God of Poetry • Marketing & Content
1 automation
Daily Marketing Check
9:00 AM Weekdays
Checks social media performance, content calendar, and marketing metrics
Urd
Norn of the Past • Memory & Knowledge
1 automation
Memory Processing
Every 4 Hours
Processes and consolidates agent memories at 6am, 10am, 2pm, 6pm, 10pm
Acid Burn
The Hacker • Security & Penetration Testing
1 automation
Security Test
Every Other Day 10:00 AM
🛡️ Security
Automated security probes and penetration testing of all Pantheon endpoints (Feb 16, 18, 20...)
Mimir Orchestration
Tyr Operations
Eir Support
Bragi Marketing
Urd Memory
Acid Burn Security
Last updated: Just now