Answers with sources
Ask about appetite, underwriting rules, state guidelines, or policy details and see where the answer came from.
THE CARRIER INTELLIGENCE DESK
Ins Cheat Sheet gives independent insurance agents one secure place to search carrier appetite, underwriting updates, contacts, documents, and agency knowledge.
ASK YOUR AGENCY
I found the applicable rule in your agency’s uploaded carrier guide and attached the source for review.
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From a quick underwriting question to a newly issued carrier bulletin, the information your team needs stays available and attributable.
Ask about appetite, underwriting rules, state guidelines, or policy details and see where the answer came from.
Keep carrier bulletins, appetite guides, contacts, and noteworthy updates together instead of across inboxes and folders.
When Mr. Sheet cannot verify an answer, assign the question and get reminded to bring the carrier response back.
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