Quick Links

1. Start Here

Quick Links & Sales Resources

Product Knowledge

Carrier Directory & Support

http://calendar.ffljustserve.com/

Join the Just Serve Insurance Solutions Discord Server!

Welcome to the Just Serve Playbook

This is the shared home base for Just Serve. Everything agents, leaders, and recruiters need to move from recruit to active agent lives here—licensing, training, contracting, systems, sales resources, and ongoing support.

New to Notion?

• Click a navigation card or linked page name to open a resource.
• Use your browser’s Back button to return to the previous page.
• Click The Just Serve Playbook at the top to return Home.
• Use Search to find something specific, such as Americo, release, or Lead Assist.
• You do not need a Notion account.
• You do not need to edit or save anything.
• Start with the section below and follow the links for your role.

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Need help?

Check the Playbook first. If you still need help, go to #get-help in Discord and click Request Help.

Use a ticket for licensing, contracting, carrier status, transfers/releases, banking/EFT, HCMS/Gateway/NLC, CRM/tech, or other back-office issues. Please keep the conversation in the ticket instead of DMing Brooke so nothing gets lost.

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