FIND THE SOURCE BEHIND THE ANSWER

Carrier Knowledge Assistant for Insurance Agencies

Organize carrier guides, bulletins, contacts, and agency updates in one private workspace, then ask Mr. Sheet to locate the relevant source.

Create a free account Find your best starting point

WHAT IT INCLUDES

Built around real agency work.

Upload multiple carrier documents and phone photos
Search agency-approved carrier information
Attach the relevant source to each answer
Show conflicting sources instead of hiding the disagreement
Keep restricted contracts and commissions limited to administrators

HOW IT FITS THE WORKFLOW

From source to next action.

1Create or select a carrier workspace.
2Upload the current carrier material and label restricted documents appropriately.
3Ask a specific question with the state, product, and risk details that affect the answer.
4Review the cited source and confirm important decisions against current carrier documentation.

COMMON QUESTIONS

Know where the tool stops.

Does Mr. Sheet replace carrier confirmation?

No. It helps an agency find and understand its own uploaded information. Current carrier documents, policy language, and authorized carrier confirmation remain controlling.

Can different agencies see each other's documents?

No. Carrier documents and answers are scoped to the signed-in agency workspace.

What happens when two sources disagree?

The conflict can be reviewed in the Conflict Center so the agency can compare dates, scope, and authority before deciding what remains current.

Carrier Knowledge Assistant for Insurance Agencies

Built around real agency work.

From source to next action.

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