INS CHEAT SHEET
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FOR AGENCY OWNERS

Insurance Agency Software for Independent Agency Owners

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

What agencies usually ask

Does this replace my agency management system?

No. Ins Cheat Sheet organizes daily knowledge, follow-up, and management visibility alongside the systems your agency already uses.

What does the plan cost?

$12.95 per month includes three agent/CSR staff seats. Additional staff seats are $3.00 per user per month. Optional data and fulfillment services may have separate charges.