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 | 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
Credentials, logins, and system access information
Training
Onboarding guides and training materials
Playbook
Standard operating procedures by department
📋 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 Book for full guidelines on logo usage, colors, fonts, and visual identity.
TIS Navy
#1B3A6D
TIS Gold
#C9A227
📄 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.
-
✓
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
⚠️ Format to be defined — check with leadership
Signature Template
[Your Name]
[Title]
Taylor Insurance Services
Phone: (XXX) XXX-XXXX
www.taylorinsurance.com
📞 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
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