About this product

Specifically designed for YELLOW INSURANCE ADVISORS to effortlessly track and update client policies with ease. Say goodbye to the hassle of manual updates—this spreadsheet is here to streamline your workflow!

With a clean and modern layout, it’s user-friendly and easy to set up, helping you get started quickly and efficiently.

★ What You Will Receive:
A Google Spreadsheet that includes:
• 4 Sheets for setting up
• 1 Sheet with step-by-step guide
• 1 Sheet to generate the policy update

★ What You Need:
• Your own Google Account (It’s free!).
• A laptop or desktop is recommended for better navigation, but an iPad can work too (though it may be challenging to copy/paste between files).
• Access to AHO and familiarity with generating LIFE POLICY LIST and PRODUCTION reports.
• Policy updates are limited to the past 12-24 months due to AHO’s current restrictions.

★ After Purchase:
• You will be redirected to a page where you can access the link to the template immediately.
• You’ll also receive an email with the invoice and download link for easy access.

★ Important Reminder:
• This is a DIY (Do-It-Yourself) product, meaning you’ll need to input your clients’ details and save them to your own device.
• For data privacy, we are unable to set up the spreadsheet for you. However, feel free to message us if you have any questions or need clarification!