New Insurance Agent Workbook: First-Year Business Plan, Budget and 90-Day Activity Tracker for Newly Licensed Insurance Agents (Printable PDF + .xlsx Spreadsheet)

A full-length, 72-page printable workbook with 54 worksheets for new insurance agents: the original 14 planning worksheets plus companion worksheets for every chapter of the full guide (100-name network list, compensation review, appointment and E&O tracker, product cards, fact-finder, life needs calculator, auto/home and small-business reviews, replacement comparison, objection and consent logs, money system), a 13-week planner and quarterly reviews. Includes .xlsx companion. Every example number is labeled EXAMPLE and invented; licensing and registration steps point you to your own regulators. General education only, not legal, compliance, tax, insurance or financial advice. No income claims.

What you get

• The workbook as a printable PDF (72 pages, US Letter)
• A companion .xlsx spreadsheet, EXAMPLE and BLANK copies
• A LICENSE-and-Terms file

Good to know

• Software: .xlsx spreadsheet, no macros; formulas tested in LibreOffice Calc. Other spreadsheet apps haven't been tested with this file yet.
• How it was made: the text was drafted with an AI writing tool and checked against the public sources listed in the book (last checked October 2026). The cover art was drawn with code, not an AI image tool.
• It's a digital download; nothing ships.
• License: for your own use in your own business. You may print the PDF and copy the worksheets and planning tables for your own business; you may not resell, share or redistribute the files.

Refunds: All sales are final. This book is an instant digital download, so we don't offer refunds once your order is placed. If a file is broken, missing or not as described, email ryanviabusiness@gmail.com with your order number and we'll send you a working replacement file; if we can't provide a working file that matches this description, we'll refund your order. If you bought the same book twice by mistake, email us within 14 days of the second order and we'll refund the duplicate order. Nothing in this policy limits any rights you have under law that can't be waived.

Seller: Ryan Via, doing business as The Collective's Digital Archive.