BUILT AROUND YOUR ROLE

A clearer workspace for every part of an independent insurance agency.

Choose the view closest to your work and see how Ins Cheat Sheet supports the decisions, follow-up, and information you use every day.

Insurance Agency Software for Independent Agency Owners

See production, carrier mix, staff activity, renewals, commissions, support, and shared knowledge without assembling another spreadsheet.

Coach from clearer activity, sales, carrier, support, and renewal information while keeping sensitive agency records role-restricted.

Find carrier answers with sources, record production, manage follow-ups, and spend more time helping clients instead of hunting through folders.

NEW WAYS TO SUPPORT THE TEAM

Give each role useful growth tools while owners retain visibility, approvals, and compliance controls.

Owners and managers: filter nationwide FMCSA business and insurance-filing changes, review sources, and maintain suppression records.

Producers: work assigned commercial opportunities with available public business contact details when the agency enables Contact Intelligence.

Owners and managers: keep consent rules, handoff triggers, and conversation visibility connected to the client record.

Producers and CSRs: receive notifications, review English or Spanish conversations, and step in when licensed judgment is required.

Owners and managers: approve campaigns and control payment before anything can enter fulfillment.

Producers and CSRs: build compliant drafts from saved templates and address-ready client, prospect, lead, or CSV records.