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Insurance Agency Sheets
Independent agency operations · editable .xlsx files

Insurance agency spreadsheets built around real tasks

Find focused Excel templates for sales follow-up, policies, commissions, claims, client service and recurring agency operations.

47 published templates →Browse categories
Six operating areas

Start with the work that needs visibility

Compare categories →
Sales25 publishedProspect pipelines, quote follow-up, lead sources, conversion and producer activity.Policies21 publishedRenewals, coverage reviews, endorsements, expirations and servicing workflows.Commissions1 publishedCarrier statements, producer splits, reconciliations, chargebacks and payment tracking.Claims0 publishedClaim notices, status follow-up, documentation requests and client communication logs.Clients0 publishedIntake, account reviews, service requests, retention and contact organization.Agency0 publishedStaff workload, carrier access, expenses, procedures and recurring agency controls.
Available files

Recently published spreadsheets

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Begin with the decision

Choose the sheet that matches the handoff

A focused workbook is easier to inspect than one file that tries to replace sales, service, accounting, claims and the agency management system.

New opportunities

Follow prospects and quotes

Sales keeps stage, owner, source and next action visible.

Renewal work

Track policy servicing dates

Policies separates expiration, review and endorsement tasks.

Carrier statements

Reconcile commissions

Commissions distinguishes expected, reported and paid amounts.

Open follow-up

Coordinate claims activity

Claims records status and next action without deciding coverage.

From search to working copy

A short path to getting started

  1. 01

    Find

    Search by task or filter published files by category.

  2. 02

    Review

    Read the purpose, worksheets, fields, calculations and limits.

  3. 03

    Download

    Get the .xlsx file directly without creating an account.

  4. 04

    Adapt

    Work from a copy and validate it against agency procedures.

Before entering agency data

Prepare sources, owners and review dates

Define the period, authoritative source, owner, next action and intended decision. A renewal date comes from policy records; a commission rate comes from reviewed agreements; a claim status comes from the authorized carrier workflow.

Each template page describes the worksheets, inputs and formulas in the available file. Example values illustrate a workflow and are not real agency or policyholder records.

Editorial responsibility

Two perspectives for explaining files and use

About our approach →
Editorial avatar used for Maya Chen
Client and policy workflows

Maya Chen

Maya is an editorial signature for explanations about client intake, policy servicing, renewals and retention. The focus is on clear handoffs, visible ownership and keeping sensitive policyholder data out of examples.

Editorial avatar used for Ethan Brooks
Workbook structure and formula QA

Ethan Brooks

Ethan is an editorial signature for workbook structure, formulas, commissions, claims follow-up and agency reporting. The focus is on traceable inputs, explicit assumptions and practical limits before a sheet is adapted.

Common questions

Before using a workbook

Which files are available now?

The library and counters include published templates only. A category may be empty while its workbooks are being prepared.

Do these sheets replace an agency management system?

No. They support bounded planning and follow-up. Authoritative policy records, carrier transactions, confidential documents and regulated communications belong in approved systems.

Can I change columns and formulas?

The files are editable. Keep the original and test changes because moving cells or deleting columns can break references.

How can I report an error?

Use the contact form with the template URL, worksheet or cell and observed result—without client, policy, claim or credential data.