WHAT IT INCLUDES
Built around real agency work.
- PDF, image, and text uploads
- Carrier and office document separation
- Source names and page references
- Administrator-only access for contracts and commissions
- Agency-scoped storage
PUT CARRIER SOURCES IN ONE PLACE
Insurance Agency Document Library
Upload carrier guides, bulletins, forms, images, and office references into a private agency library with clear source details.HOW IT FITS THE WORKFLOW
From source to next action.
- 1Choose the carrier or office category.
- 2Upload the document and set its access level.
- 3Process and review the extracted information.
- 4Use the source in Mr. Sheet or open it directly from the library.
COMMON QUESTIONS
Know where the tool stops.
Can ordinary staff open commission or contract documents?
Only when the agency administrator allows it. Restricted records remain outside standard-user search and document access.
Can an agent upload a photograph from a phone?
Yes. The workspace supports phone-assisted uploads as well as files selected on a computer.