INS CHEAT SHEET
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INSURANCE AGENCY SOFTWARE

Spend less time searching. Give agents one place to work.

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.
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

Turn agency knowledge into a working system

Carrier guides, bulletins, notes, procedures, and follow-ups are useful only when staff can find the right version at the right time. Ins Cheat Sheet brings those materials into a searchable agency workspace.

  • Carrier-specific document libraries
  • Clear source links on Mr. Sheet answers
  • Conflict review when uploaded facts disagree
02

Support better sales conversations

Use Risk Fit to organize the facts that matter before marketing a risk. The tool highlights possible matches, missing information, and questions to confirm without treating price as the only measure of fit.

  • Auto, life, and health workflows
  • De-identified prospect scenarios
  • Documented reasons and underwriting considerations
03

Keep managers informed without exposing everything

Agency administrators can oversee restricted documents, staff access, sales reporting, and book-of-business summaries while ordinary users remain limited to their permitted work.

  • Role-aware agency access
  • Manager reporting and reminders
  • Administrator-only commission and contract records

QUESTIONS AGENCIES ASK

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

Is Ins Cheat Sheet an agency management system?

No. It is a complementary carrier-intelligence and agency-productivity workspace. Your agency management system remains the system of record for policies, accounting, and downloads.

Can one agency see another agency's carrier documents?

No. Uploaded documents, notes, and answers are scoped to the authenticated agency workspace.

Is it free to try?

Yes. New agencies can create an account and use Ins Cheat Sheet free through March 1, 2027. No payment is required to create an account during this period.

READY TO ORGANIZE YOUR AGENCY WORKSPACE?

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

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