Review assigned quotes, acknowledge receipt and update progress in GHL.
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Carrier Training
Watch short video lessons for GHL, EZLynx, quoting, carrier systems and daily procedures.
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GGR Prospect Center
This area is being redesigned. New tools and procedures will be added later.
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Daily Report
Record hours by project, completed work, pending items and questions.
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Team Communication
Message Tony or open a video meeting for help and screen sharing.
Daily priorities
1. Check assignmentsOpen your live GHL quote queue and review newly assigned work.
2. Follow your assigned trainingOpen the Training Center for step-by-step lessons. Use demonstration data in recordings.
3. Complete assigned service or training tasksUse the Training Center and GHL tasks for current priorities. GGR prospecting is on hold.
4. Submit your daily reportRecord time, completed tasks, blockers and next steps before finishing.
How work moves
01Assigned to VonOpen GHL quote queue.
02In ProgressWork the assigned quote.
03Submit ResultsComplete the carrier results form.
04Tony ReviewAutomated return to Customer Pipeline.
Coverage recommendations, policy changes and final approval stay with Tony. Use GHL to document progress.
CMIR · Quoting
My Quote Queue
GoHighLevel is the live source of truth. Open your assigned opportunities and use the steps below.
Quote handoff procedure
01Assigned to VonOpen the assigned opportunity and review Tony's instructions.
02In ProgressMove to In Progress when you begin work; customer status SMS is automated.
03Run QuotesUse authorized carriers. Record home or auto results and flag missing information.
04Return to TonySubmit the carrier results form. GHL workflow moves the opportunity to Customer Pipeline → Quote Ready — Tony Review and assigns Tony as owner.
Do not manually move completed quotes to a Ready for Tony Review stage in the Quoting Pipeline. The submission workflow handles the return. If the form or workflow fails, notify Tony and do not assume the handoff completed.
Learn appointed carriers, submission requirements and how to document quote outcomes. Individual authorized login required.
Do not use Tony's private TQI or Slack accounts, share credentials, or bypass multifactor authentication. Do not submit live business until Tony authorizes your access and activities.
Short video lessons · 3–5 minutes each
Training Center
Select a module and lesson. Videos will be added to the existing Check My Insurance Rate YouTube channel as unlisted videos and embedded here. Use demonstration data only.
Training Library
Choose a module below. Lessons marked Coming Soon are planned and will become playable as videos are recorded.
Module 01 · 2 lessons
Associate Onboarding
Dashboard overviewTour of Start Here, Quote Queue and key resources3–5 min · Video coming soon
Daily responsibilitiesHow to prioritize assigned work and report blockers3–5 min · Video coming soon
Module 02 · 5 lessons
Quote Management
Review an assigned quoteRead the GHL opportunity, intake and Tony’s notes3–5 min · Video coming soon
Acknowledge and begin workUpdate the opportunity stage and avoid duplicate notifications3–5 min · Video coming soon
Handle missing informationDocument gaps and escalate to Tony3–5 min · Video coming soon
Submit carrier resultsComplete the form and verify the handoff to Tony3–5 min · Video coming soon
Additional quote requestsUse the existing customer and opportunity record3–5 min · Video coming soon
Module 03 · 4 lessons
EZLynx & Carrier Systems
Enter customer data in EZLynxCheck existing records, enter Home/Auto details and verify accuracy3–5 min · Video coming soon
Run Home and Auto quotesRun requested quotes and capture comparable results3–5 min · Video coming soon
Bolt walkthroughNavigate Bolt and save quote results3–5 min · Video coming soon
First Connect walkthroughNavigate First Connect and save quote results3–5 min · Video coming soon
Module 04 · 3 lessons
Client Services & Renewals
Handle service requestsAdministrative requests and escalation boundaries3–5 min · Video coming soon
Policy documentsVerify and organize approved policy documents3–5 min · Video coming soon
Renewal preparationTrack renewal tasks and flag review items3–5 min · Video coming soon
Module 05 · 3 lessons
Daily Operations
GHL tasks and updatesKeep assigned tasks and notes current3–5 min · Video coming soon
Daily activity reportRecord hours, completed work and blockers3–5 min · Video coming soon
Contact TonyUse Google Chat and Meet for questions and screen sharing3–5 min · Video coming soon
Selected lesson
Select a lesson above
A lesson overview will appear here. Video embeds will be added when ready.
Video coming soon · No recording linked yet
GGR Prospect Center
This section is being redesigned and is not active.
Daily accountability
Daily Activity Report
Clock in and out with Clockify, request approval before working extra hours, and submit a short end-of-shift summary. Do not include customer private information.
Time Tracking
Use Clockify to track your actual work time. Select the appropriate project or task and start and stop the timer each shift.
Scheduled hours: approximately 20 hours per week at $5 USD/hour. Additional hours require Tony's approval before the extra time is worked.
Request Additional Hours
Request approval in advance and explain what needs to be completed.
Form preview only. Once connected to GHL, requests will notify Tony by SMS and be recorded for approval. A request is not authorization to work extra hours.
End-of-Day Summary
Complete this short report before ending your shift. Clockify is the official record of hours worked.
Form preview only. The GHL form and workflow will be connected next so Tony receives a formatted email and reports are retained in GHL. Nothing is submitted yet.
Client services
Policy Welcome Emails
Prepare a branded customer email, review policy details and include policy PDFs.
CMIR Welcome Email Builder
Generate a personalized Home, Auto or bundle welcome email. Preview the message and verify attachments before sending.
Tony handles final review and sending for now. The builder sends from Tony's CMIR email identity. Do not share access until associate permissions and access controls are configured.
Before sending
Verify policy detailsCarrier, number, effective date, premium and customer address.
Check documentsAttach only the correct customer policy PDFs.
Confirm recipientReview the final preview and email address.
Check GHL recordConfirm the welcome email record was logged.
Operations
Tasks & Renewals
Keep assigned administrative work moving while routing insurance advice and coverage decisions to Tony.
Renewal Tracking
Track assigned renewal items, upcoming dates and documents. Flag files that need agent review or remarketing decisions.
Service Tasks
Handle assigned administrative requests, including approved ID cards and policy documents. Record completion in GHL.
Service guidelines
Associates may handle when assigned
Administrative follow-up, requesting approved documents, tracking assigned tasks and updating GHL records.
Send to Tony
Coverage questions, policy terms, recommendations, changes requiring an agent, and anything unclear.
Reference
Resources
Training materials and approved support work, organized separately from daily quote priorities.
Complete approved content and marketing assignments in GHL after quote and service priorities, unless directed otherwise.
Step-by-step guidance
Operating Procedures
VON's CSR quoting process. Use the existing GHL opportunity and approved carrier systems; do not create duplicate opportunities or repeat automated workflow actions.
CMIR — Assigned Home / Auto quote
1. Review assigned quote in GHLOpen My Quote Queue, select the assigned opportunity, review the customer intake, requested Home and/or Auto coverage, Tony's notes, and available documents. Confirm the scope before quoting.
2. Acknowledge and begin workMove the opportunity from Assigned to Von to In Progress. The existing workflow handles the configured status message. Do not manually send a duplicate notification.
3. Enter customer information in EZLynxOnce EZLynx access is provisioned, check for an existing customer before adding one. Enter and verify available applicant/co-applicant details, property and/or vehicle information, drivers, prior coverage, and other required rating information from the approved intake. Do not guess missing answers. Until EZLynx is available, use the currently approved quoting systems and document the work in GHL.
4. Run the requested quotesUse EZLynx and approved carrier portals such as Bolt or First Connect, as appropriate. Quote only the Home, Auto, or bundle options Tony requested. Record carrier, quoted premium, deductible, key coverage terms, quote reference, assumptions, and any missing information. Escalate coverage choices to Tony.
5. Save quote documentationSave the carrier quote documents and relevant results in the appropriate EZLynx customer record when access and document handling are available. Keep the GHL opportunity notes/status current. Do not upload sensitive customer documents to the public dashboard.
6. Submit carrier results for TonySubmit the approved Carrier Results Form with the quoted Home/Auto results and supporting details. The existing GHL workflow is configured to return the matching opportunity to Customer Pipeline → Quote Ready — Tony Review, assign Tony as opportunity owner, add a note, and notify Tony. Verify the form and automation during testing; do not manually duplicate these steps.
7. Confirm handoff or escalateConfirm the submission succeeded and Tony received the handoff. If information is missing, a quote fails, or Tony requests another carrier or bundle, use the existing customer/opportunity record and communicate the blocker; do not create a duplicate.
Other daily procedures
Missing informationDocument the exact missing details in GHL. Ask Tony for direction or an approved customer follow-up; never invent rating or underwriting answers.
Additional quote requestedCheck Tony's instructions, reopen or continue the existing customer record as directed, run the additional carrier or bundle quote, and submit updated results. Do not create duplicate opportunities.
Client services and renewalsHandle assigned administrative work, documents, and renewal preparation. Refer advice, coverage changes, binding, and final approvals to Tony.
End of shiftUpdate outstanding quote statuses, complete the Daily Activity Report, and flag pending customer information or carrier access issues.
Internal collaboration
Team Communication
Use authenticated team tools for quick questions, training calls and screen sharing. Do not put customer private information into unapproved channels.
Message Tony
Open Google Chat and select the authorized conversation or team space. A dedicated space link can be added when confirmed.
CMIR + GGR Associate Operations · Internal resource page · This page is not an access-control system; restrict the hosting page and linked tools separately