EFA Agent & VA Portal
Empire Financial Agency
Empire Financial Agency
Agent & VA Operations Portal
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Empire Financial Agency
Empire Financial Agency
Agent & VA Operations Portal
Today 📊 Lead Tracker 📞 Google Voice 📝 Tasks ⏰ Jibble ☎ Start Calling

Today's Mission: Call → Quote → Close

Complete 200 outbound calls, 5 completed quotes, 1 policy sold, and update every worked lead in the CRM. Use this portal to know where to call, quote, run MVRs, research DOTs, manage renewals, complete submission lists and handle follow-ups.

☎ 200 Calls
💰 5 Quotes
✅ 1 Policy
🧩 CRM Updated
🚘 MVR Available
📊 Lead Tracker
📞 Office Phone
🔵 AUTO
🟢 HOME
🟠 TRUCKING
🟣 BUSINESS / WC
🟡 SPECIALTY
🟦 LEADS / RESEARCH
🔴 MVR / DRIVERS

🏆 Daily Production Scoreboard

Track production throughout the day.
☎ Outbound Calls
Daily Goal: 200
0 / 200
💰 Completed Quotes
Daily Goal: 5
0 / 5
✅ Policies Sold
Daily Goal: 1
0 / 1
🧩 CRM Updated
All worked leads updated
Not Complete

🧭 Where Should I Quote This Risk?

Find the insurance type first, then use the listed carrier portals.

🔵 Personal Auto

  • GEICO — Auto
  • Root — Auto only
  • AgentAutoHome — Auto + Home
  • Bolt — Auto + Home
  • Amwins — Personal Auto
  • Smart Choice — Additional markets
  • Submission List — Personal Auto template

🟢 Homeowners / Landlord

  • AgentAutoHome — Home + Auto
  • Bolt — Home
  • Steadily — Landlord / Property
  • BriteCore — Homeowners
  • HOAIC — Homeowners
  • AUGold — Hard-to-place
  • Homestate / BHHC — Home / Property
  • Submission List — Home template

🟠 Commercial Auto / Trucking

  • GEICO — Commercial Auto / Trucking
  • Bolt — Commercial Auto / Trucking
  • CoverBadger — Trucking
  • Amwins — Trucking
  • Homestate / BHHC — Commercial Auto / Trucking
  • Smart Choice — Additional markets
  • FMCSA — DOT / Authority research
  • Submission List — Commercial Auto template

🟣 Business / Workers Comp

  • NEXT — Business / GL / Workers Comp
  • Homestate / BHHC — Workers Comp / Commercial Property
  • ISC — Commercial except commercial auto
  • TAPCO / USLI — Commercial
  • IBYND — Commercial Property
  • Smart Choice — Additional markets

🟡 Church / Specialty

  • IBYND — Church / 4-Plex
  • TAPCO / USLI — Church / Specialty
  • AUGold — Difficult homes
  • Smart Choice — Market search

🟦 Lead / Research

  • CallTools — Campaigns
  • DOT Leads — Truck & Bus leads
  • FMCSA L&I — Filings / Authority
  • FMCSA SAFER — DOT search
  • HubSpot — Sales / Renewals

🔴 MVR / Driver Records

Run when a driver's motor vehicle record is required.

  • OurRecords — Run MVR
  • Check license status
  • Review violations and accidents
  • Use for underwriting when required
Run MVR →

📊 Lead Tracker & Submission Center

Start with the lead tracker, then open the correct submission list before quoting.

📊 Lead Tracker (Quote)

Track trucking and personal auto leads, category, status, insurance expiration, submission list and notes.

Open Lead Tracker →

📁 All Submission Templates

Open the master Google Drive folder containing EFA submission-list templates.

Open Template Folder →

🔵 Personal Auto Submission List

Make a copy and collect the information needed before starting personal auto quotes.

Open Auto Template →

🟢 Home Submission List

Make a copy and collect property information before quoting home coverage.

Open Home Template →

🟠 Commercial Auto Submission List

Make a copy and collect commercial auto / trucking information before carrier submissions.

Open Commercial Auto Template →
1. Open Lead Tracker Find the lead and confirm category / status.
2. Choose Submission List Auto, Home, or Commercial Auto / Trucking.
3. Make a Copy Use a fresh submission list for that customer.
4. Quote Carriers Open every applicable authorized market.
5. Update Tracker / CRM Save quote status, notes and next follow-up.

🎯 Daily To-Do

Complete before clocking out.

🔵 Morning / Calling

🟣 Quoting / Closing

0 Complete

⚡ Main Daily Tools

Large one-click buttons for daily agency systems.

☎ CallTools

CRM calling system, campaigns, outbound dialing and lead information.

Open CallTools →

📲 GoHighLevel

SMS, text, office phone and customer communication.

Open GHL →

📞 Google Voice — Office Phone

Incoming and outgoing office calls, missed calls, voicemail and customer communication.

Login: [email protected]

Open Google Voice →

⏰ Jibble

Timesheet, clock in and clock out.

Open Jibble →

🚛 DOT Leads

Truck and bus sales leads.

Open DOT Leads →

🟠 HubSpot

CRM for sales and renewals.

Open HubSpot →

📣 Social Media Portal

EFA Notion workspace for social media.

Open Social Media →

🎥 Google Meet

Daily team meeting with video on.

Join Meeting →

📝 Google Tasks

Notes, callbacks, reminders and follow-up tasks.

Open Tasks →

🚘 OurRecords — MVR Running

Run MVRs and review license status, violations, accidents and driving history.

Run MVR →

📊 Lead Tracker (Quote)

Track trucking leads, personal auto leads, renewals, status, expiration and notes.

Open Lead Tracker →

📁 Submission List Templates

Personal Auto, Home and Commercial Auto / Trucking submission-list templates.

Open Templates →

📝 Today's Notes & Follow-Ups

Use this area for quick daily notes. Put formal customer notes in the CRM.
Open Google Tasks ✓ Saved

💰 Quote & Carrier Portal

Use the colors and tags to identify the correct market.
🔵 Personal Auto / 🟢 Home

GEICO

Auto, commercial auto, trucking, motorcycle and RV.

Auto Commercial Auto Trucking Motorcycle / RV
Open GEICO →

Root

Personal auto only.

Auto Only
Open Root →

AgentAutoHome

Personal auto and home.

Auto Home
Open AgentAutoHome →

Bolt

Home, auto and commercial auto / trucking.

Auto Home Commercial Auto
Open Bolt →

Steadily

Homeowners and landlord insurance.

Home Landlord
Open Steadily →

BriteCore

Homeowners insurance.

Homeowners
Open BriteCore →

HOAIC / PTS

Homeowners insurance.

Homeowners
Open HOAIC →

AUGold

Hard-to-place homeowners risks.

Home Hard to Place
Open AUGold →
🟣 Business / 🟠 Trucking

NEXT

Business insurance, GL and workers comp.

Business GL Workers Comp
Open NEXT →

CoverBadger

Commercial auto / trucking.

Commercial Auto Trucking
Open CoverBadger →

IBYND / 5 Star

Commercial property, 4-plex and churches.

Commercial 4-Plex Church
Open IBYND →

ISC

Commercial insurance except commercial auto.

Commercial
Open ISC →

Amwins

Trucking, commercial auto, home and personal auto.

Trucking Commercial Auto Home Auto
Open Amwins →

TAPCO / USLI

Commercial and church risks.

Commercial Church
Open TAPCO / USLI →

Smart Choice

Broad market access for multiple insurance lines.

Auto Home Trucking Commercial
Open Smart Choice →

🏭 Homestate / BHHC

Workers Comp, Home / Property, Commercial Auto / Trucking, and Commercial Property.

Workers Comp Home Commercial Auto Trucking Commercial Property
Open Homestate →
🟦 FMCSA / Lead Research

FMCSA L&I

Authority and insurance filing information.

Lead Authority Insurance Filing
Open FMCSA L&I →

FMCSA SAFER

DOT search and carrier snapshot.

DOT Search
Open SAFER →
🔴 MVR / Driver Records

🚘 OurRecords

Run Motor Vehicle Records when required for quoting or underwriting.

MVR Driver Record License Status
Run MVR →
Internal EFA routing guide. Always confirm carrier appointment, state availability, underwriting eligibility and binding authority before submitting or binding coverage.

✅ CRM Standard

Every worked lead should have:
  • ✓ Correct call disposition
  • ✓ Customer / call notes
  • ✓ Google Voice missed calls / voicemail checked when applicable
  • ✓ Quote status
  • ✓ Lead Tracker status updated
  • ✓ Correct submission list used / saved
  • ✓ Correct pipeline stage
  • ✓ Next follow-up date
  • ✓ Google Task / CRM task
  • ✓ Missing documents listed
  • ✓ MVR result when required
  • ✓ Policy information if sold
  • ✓ Renewal information
  • ✓ Lost reason if not sold
EFA Daily Minimum: 200 Calls • 5 Quotes • 1 Policy • CRM Updated • Tasks Updated