INS CHEAT SHEET SOLUTIONS
Compare de-identified auto, life, and health scenarios against your uploaded carrier guidelines. See potential matches, missing facts, and questions to confirm before quoting.
Explore the tool Related reading: Life and health risk fact-findingSee carrier percentages, policy mix, and policy counts. Import an Excel or CSV summary, or enter and update records manually. Access stays with authorized managers and staff.
Explore the tool Related reading: Build a weekly agency productivity systemLet producers record policies, written premium, quotes, calls, and emails. Calculate six- or twelve-month renewals from the effective date and keep ordinary users limited to their own records.
Explore the tool Related reading: Build a weekly agency productivity systemGive authorized leaders a daily view of policies, premium, commissions paid, top carriers, leading producers, activity, support, social publishing, and the active team.
Explore the tool Related reading: Reduce agency administrative workGive staff a place to find office procedures, record follow-ups, and review activity. Set team access so people can work with the information their role allows.
Explore the tool Related reading: Build an agency SOP libraryTrack E&O, licenses, appointments, and continuing education with supporting records and reminders. Keep carrier contracts and commission information available to authorized administrators.
Explore the tool Related reading: Create a producer licensing and renewal calendarConnect Buffer to prepare posts for multiple social accounts. Build a professional profile with your website, social links, phone, and email so prospects can reach you.
Explore the tool Explore professional profiles Related reading: Plan responsible insurance social media marketingUpload carrier documents or phone photos, then ask Mr. Sheet a question. Review the attached source and compare conflicting information when your documents disagree.
Explore the tool Related reading: Learn how to read a carrier appetite guideAdd the guides and updates your team uses. Keep each document with its carrier.
For example: “What does this carrier require for a youthful driver in Arizona?”
Open the supporting document, check any missing facts, and confirm the next step with the carrier when needed.
Ins Cheat Sheet helps independent insurance agencies organize carrier knowledge, compare de-identified risks, track agency work, and find sourced answers in one private workspace.
Explore this solutionOrganize carrier appetite guides, underwriting manuals, bulletins, contacts, and agency updates, then ask Mr. Sheet to find the relevant source.
Explore this solutionGive authorized insurance-agency managers a clearer view of renewal dates, restricted carrier records, producer requirements, and follow-up work.
Explore this solutionContract and commission records are restricted to administrator-level access. Ordinary agents and CSRs cannot view those restricted documents or receive their contents in Mr. Sheet answers.
Yes. Add carrier guides, underwriting material, and agency documents, including phone photos. You can keep multiple files for a carrier; large files can take longer to process.
No. Ins Cheat Sheet supports carrier research and agency productivity alongside your existing systems. Keep using your agency management system for policy records, accounting, and carrier downloads.
No. It identifies potential matches from your agency's sources and highlights what still needs confirmation. Review current carrier guidance and policy language before making a recommendation.
Ins Cheat Sheet is free until March 1, 2027. Then only $12.95 a month.
Then only $12.95 a month.