INS CHEAT SHEET

THE CARRIER INTELLIGENCE DESK

Stop hunting through carrier guides. Ask Mr. Sheet.

Ins Cheat Sheet gives independent insurance agents one secure place to search carrier appetite, underwriting updates, contacts, documents, and agency knowledge.

Source-aware answers Private agency profiles Built for independent agents
Mr. Sheet
Knowledge base online

ASK YOUR AGENCY

What does this carrier allow for permissive use?
MR. SHEET

I found the applicable rule in your agency’s uploaded carrier guide and attached the source for review.

Phone uploadScan, photograph, verify
Follow-upsReturn to unanswered questions
Built to organize every carrier you represent
APPETITEUNDERWRITINGPOLICY FORMSCONTACTSBULLETINSAGENT NOTES

ONE WORKSPACE. EVERY CARRIER.

Your agency’s memory, organized and searchable.

From a quick underwriting question to a newly issued carrier bulletin, the information your team needs stays available and attributable.

01

Answers with sources

Ask about appetite, underwriting rules, state guidelines, or policy details and see where the answer came from.

02

One agency knowledge base

Keep carrier bulletins, appetite guides, contacts, and noteworthy updates together instead of across inboxes and folders.

03

Follow-ups that come back

When Mr. Sheet cannot verify an answer, assign the question and get reminded to bring the carrier response back.

SECURE BY ACCOUNT

Your workspace belongs to your agency.

Every profile, note, reminder, upload session, and carrier document is stored under the signed-in user’s unique account identifier. Server-side checks prevent one profile from reading or changing another profile’s records.

  • Secure sign-in—no password stored by Ins Cheat Sheet
  • User-scoped database records and uploads
  • Verified email tied to each profile