THE INDEPENDENT AGENCY WORKSPACE

Run a more organized insurance agency. Ask Mr. Sheet.

Search carrier knowledge, organize documents, track sales and renewals, guide staff, and see the agency’s daily performance from one secure workspace.

Build your agency workspace Find my best starting point

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 FORMSCOMMISSIONSCONTRACTSAGENT NOTES

WHY CHOOSE INS CHEAT SHEET

Turn searching time back into selling time.

When agents spend the day locating carrier information, confirming underwriting requirements, finding contacts, and waiting for answers, the cost reaches beyond payroll. It can mean fewer client conversations, fewer quotes, and fewer opportunities to grow personal, commercial, and life business.

500hours recovered$40Kmodeled first-year revenue opportunity

Illustrative agency scenario based on the assumptions shown in the chart. Actual time savings, sales, commissions, and revenue will vary by agency, staffing, products, premiums, and close rates.

Read the industry report behind the search-time comparison

Business lineLost HoursAdded salesPotential revenue

Personal lines300100$20,000

Commercial lines12512–13$9,750

Life insurance759–10$10,000

Combined opportunity500121–123≈ $40,000

Example assumes 3 hours per personal-lines sale, 10 per commercial-lines sale, and 8 per life-insurance sale.

SEE THE WHOLE WORKSPACE

Fifteen tools. One swipe away.

Swipe through the ways Ins Cheat Sheet keeps an independent agency organized, informed, and visible.

KNOW WHERE YOUR BUSINESS SITS

Book of Business

See policy counts, carrier concentration, and line-of-business mix from manual entries or a spreadsheet import.

Book of Business

Live in your workspace

EXAMPLE MONTHLY VIEWThis month's carrier mix$67,100 total

Carrier A$24,800

Carrier B$18,600

Carrier C$14,200

Carrier D$9,500

COMPLIANCE, WITHOUT THE CHAOS

Track Commissions and Contracts

Track E&O, licenses, appointments, certificates, contracts, and commissions in one place—always keeping you up to date before deadlines become emergencies.

Track Commissions and Contracts

Live in your workspace

EXAMPLE ADMIN REPORTSix-month commission reportAdmin view

Expected$18,450Received$17,980Outstanding$470

Expected Received

YOUR AGENCY'S SECOND SET OF HANDS

AI Office Assistant

Find procedures, use approved scripts, and draft everyday client communication from your private office library.

AI Office Assistant

Live in your workspace

Draft a friendly renewal reminder.

OFFICE ASSISTANT

Hi Jamie, your policy renewal is approaching. Let’s review your coverage together so everything stays current.

Uses your approved agency process

MATCH THE RISK WITH CONFIDENCE

Risk Fit

Compare de-identified auto, life, and health risks against the carrier guidance your agency uploaded.

Risk Fit

Live in your workspace

LIFE & HEALTH INSURANCETop 3 carriers matched to your client’s risks

Strong life insurance matchSupported by 4 sourced guidelines

Review

Health coverage optionOne follow-up question

Check

ONE ANSWERABLE AGENCY MEMORY

Knowledge Base

Turn carrier guides, bulletins, contacts, and notes into sourced answers your whole team can find.

Knowledge Base

Live in your workspace

Does this carrier allow permissive use?

MR. SHEET

I found the applicable rule and attached the uploaded carrier guide for review.

View uploaded source · page 14

TRAINING THAT STAYS WITH THE TEAM

Learning Center

Publish agency training documents and trusted YouTube lessons alongside practical insurance articles.

Learning Center

Live in your workspace

AGENCY TRAININGHandling a new claim call

5 steps · Updated this week

First notice checklist2Documenting the conversation3Carrier handoff

MARKET SMARTER, FROM ONE PLACE

Social Media Marketing

Help agents market more effectively and publish to multiple social media accounts at once through Buffer.

Social Media Marketing

Live in your workspace

Share a helpful insurance tip with our community.

BUFFER PUBLISHER

Facebook, Instagram, and LinkedIn selected and ready.

Scheduled for 9:00 AM

HELPFUL CONVERSATIONS, EVEN WHEN AGENTS ARE BUSY

AI Client Concierge

Have helpful English and Spanish conversations with prospects and clients, prepare permission-based follow-ups, and bring an agent in when human judgment is needed.

AI Client Concierge

Live in your workspace

PROSPECT

¿Me puede ayudar con una cotización para mi negocio?

AI CLIENT CONCIERGE

Claro. Puedo recopilar algunos datos básicos y pedir que un agente le ayude con la cotización.

English + EspañolAgent handoff ready

Appointment and document reminders

SEE THE WORK BEHIND THE RESULTS

Sales & Activity Tracking

Track policies, written premium, renewals, quotes, calls, and emails while keeping standard agents limited to their own records.

Sales & Activity Tracking

Live in your workspace

EXAMPLE AGENCY SNAPSHOTMonday's sold policies7 policies

7sold

Agent 14 policiesAgent 23 policies

ONE VIEW FOR AGENCY LEADERS

Agency Snapshot

Review policy sales, premium, commissions paid, top carriers, leading producers, staff activity, support, social posts, and team status.

Agency Snapshot

Live in your workspace

Agency performanceSelected reporting periodExample

Top five carriersPolicy share

Top five sales agentsPolicies sold

Premium and commissions summarizedCompared for the selected reporting period

KEEP EVERY SOURCE WITHIN REACH

Document Library

Upload, search, review, and manage carrier photos, cheat sheets, bulletins, and manuals in your private agency workspace.

Document Library

Live in your workspace

Search carrier or file name

PRIVATE AGENCY LIBRARY

Current carrier guides, phone photos, and uploaded manuals stay organized and ready to review.

Restricted records stay permission-aware

TURN LEAD LISTS INTO REAL MAIL

Direct Mail Campaigns

Send handwritten cards or standard letters to selected leads and clients, import mailing lists, and reuse saved agency templates.

Direct Mail Campaigns

Live in your workspace

Commercial renewal campaign126 address-ready recipientsDraft

Handwritten cardsA personal pen-written touch

Standard lettersPrinted, addressed, and mailed

BRING RENEWALS BACK ON TIME

Expiration Monitoring

Track approaching policy and document dates so the right person can follow up before a deadline becomes urgent.

Expiration Monitoring

Live in your workspace

Upcoming expirationsAssigned agency follow-ups7 days

Renewal dates organized Responsible person identified Follow-up status visible

KEEP LICENSES AND LEARNING CURRENT

Continuing Education & State Resources

Track producer education and renewal dates, then open each state regulator, business office, and NIPR from one reference.

Continuing Education & State Resources

Live in your workspace

PRODUCER REQUIREMENTSContinuing education progress

Credits, renewal dates & reminders

State insurance department2Business filing office3NIPR requirements

HELP CLIENTS FIND THE RIGHT AGENT

Professional Profiles

Give every agent a polished, optional public profile that can appear in search and the professional directory.

Professional Profiles

Live in your workspace

David SmithIndependent Insurance Professional

Las Vegas, NV

Helping families and small businesses make clear, confident coverage decisions.

Public profile active Search-engine ready

Swipe to explore

COMMISSION RECONCILIATION

Connect commission records to policies and producers.

Import a carrier statement, match each payment to the Sold Policy Log, and surface missing policies, producer conflicts, or expected-versus-paid differences for review.

Excel and CSV statement imports
Policy-number and producer matching
Private administrator review queue

See how reconciliation works

NOT SURE WHERE TO START?

Get a recommendation in six questions.

Tell us where your agency loses time and what you want to improve. The Plan Finder points you to the most useful starting workflow immediately—no email required.

Find my best fit

EXPLORE THE DETAILS

Find the right tool for your agency.

See how Ins Cheat Sheet handles carrier knowledge, risk assessment, policy sales, staff activity, management snapshots, book-of-business reporting, restricted records, office procedures, social publishing, and public professional profiles.

Explore every agency tool

FREE AGENT RESOURCES

Put practical checklists to work.

Use printable worksheets for carrier appetite, commission reconciliation, onboarding, E&O documentation, renewal reviews, and commercial risk interviews.

Open the Agent Resource Center

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.

Answers with sources

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

One agency knowledge base

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

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.

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

QUESTIONS AGENCIES ASK

Know what the workspace does—and what it does not replace.

What does Ins Cheat Sheet help an insurance agency manage?

It brings carrier knowledge, documents, risk conversations, policy sales, activity, renewals, compliance reminders, social publishing, team controls, and management reporting into one agency workspace.

How much does Ins Cheat Sheet cost?

It is free until March 1, 2027. After that, the agency plan is $12.95 per month and includes three staff seats. Additional staff seats are $3.00 per user per month.

Does Mr. Sheet make coverage or underwriting decisions?

No. It helps locate and summarize agency-provided sources. Agents must verify important insurance information against current carrier documents and the complete policy.