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

Template creator

George Anavaloglou

Resume & Portfolio Picks

Freelance Templates

Empower your freelance journey with Notion's Freelance templates. Designed for independent professionals, our collection includes project proposals, client management tools, invoice trackers, and time management sheets. Perfect for freelancers seeking to streamline their workflow and enhance client relationships.

dashboard

Freelance

Boost your sales process with Notion's Sales templates. Track leads, manage customer relationships, and close deals more effectively. Designed for sales professionals and teams committed to achieving their targets and driving growth.

shopping-cart

Sales

Project Plans Templates

Execute projects flawlessly with Notion's Project Plans templates. Ideal for mapping out phases, tasks, and deadlines, ensuring team alignment and project success. Essential for managers and teams focused on delivering outstanding results.

briefcase

Project Plans

Curated for optimal efficiency and collaboration in the workspace

chart-line

Work

Start the semester off right

Tailored for students and their needs to achieve academic success

school

School

Embrace a more organized, productive, and fulfilled lifestyle

potted-plant

Life

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 

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

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.
Insert your gross monthly salary, click submit, and refresh the page to see the benefits that an employer and an employee have 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)

Top categories

Links