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CARRIER APPETITE MANAGEMENT

Find the carrier rule without searching every inbox and portal.

Organize carrier appetite guides, underwriting manuals, bulletins, contacts, and agency updates, then ask Mr. Sheet to find the relevant source.
Start free through March 1, 2027 Find your best starting point
No payment required to create an account. AI can make mistakes; verify important information against current carrier and policy documents.
01

Build a carrier library your staff can actually use

Keep current and historical carrier material together by company instead of relying on individual inboxes or memory.

  • PDF, office document, spreadsheet, text, and image uploads
  • Phone-photo upload for field notices and bulletins
  • Carrier names that administrators can correct
02

Ask specific questions and see the evidence

Mr. Sheet is designed to answer from the agency's uploaded material, clearly organize facts and caveats, and attach the source used for the response.

  • Structured answers with clear headings
  • Source links for review
  • Matter-of-fact language when the documents do not support a firm answer
03

Resolve disagreements instead of hiding them

When two extracted facts conflict, the Conflict Center shows both versions so the agency can compare effective dates, products, states, and authority.

  • Agency-visible conflict queue
  • Side-by-side source context
  • Resolution available to authorized users

QUESTIONS AGENCIES ASK

Know what the system does—and what still requires professional review.

Does Mr. Sheet guarantee carrier eligibility or coverage?

No. It helps locate and explain agency-provided information. Current policy language, carrier documentation, underwriting review, and authorized carrier confirmation remain controlling.

What if a document is large?

Large or image-heavy files may take longer to extract. The document area shows processing progress and preserves the upload while the agency waits.

Can contracts and commission schedules be searched by every employee?

No. Administrators can restrict contract and commission documents so ordinary users cannot view them or receive their contents in AI answers.

READY TO ORGANIZE YOUR AGENCY WORKSPACE?

Create an account and start with the carrier information your team uses most.

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