INS CHEAT SHEET
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AGENCY COMPLIANCE AND COMPENSATION RECORDS

Track E&O, licenses, contracts, and commissions in one place.

Give authorized insurance-agency managers a clearer view of renewal dates, restricted carrier records, producer requirements, and follow-up work.
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

Bring deadlines back before they become emergencies

Record the date, owner, and supporting document for E&O, licenses, appointments, certificates, and continuing-education requirements.

  • Renewal and expiration monitoring
  • Owner reminders and follow-ups
  • Supporting documents kept with the record
02

Protect compensation and contract information

Carrier contracts and commission schedules can be marked restricted. The same role check applies when a user opens the document or asks Mr. Sheet a question.

  • Administrator-only document access
  • Restricted facts excluded from ordinary-user answers
  • Agency-controlled team roles
03

Give managers a clearer agency view

Authorized managers can review production, book-of-business summaries, staff permissions, and operational reminders without making those reports visible to every user.

  • Policy-sales oversight
  • Carrier and policy-mix summaries
  • Role-based manager access

QUESTIONS AGENCIES ASK

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

Does Ins Cheat Sheet file licenses or continuing education?

No. It organizes records and reminders. The producer and agency must complete filings with the proper regulator, provider, carrier, or other authorized organization.

Can a standard agent see commission schedules?

Not by default. Commission and contract records are designed for administrator-only access unless the agency intentionally grants an appropriate role.

Does the system replace legal or compliance review?

No. It supports organization and follow-up. Agencies remain responsible for current requirements, professional review, and decisions based on controlling documents.

READY TO ORGANIZE YOUR AGENCY WORKSPACE?

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

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