Sales
Organize prospects, quote stages, lead sources and producer follow-up with workbooks built for independent insurance agency sales workflows. Only published files appear here.
25 published templates →Library index
Insurance agency spreadsheet categories
Six operating areas separate sales, policies, commissions, claims, client service and internal agency work. Counts include published templates only.
View all published templates →Policies
Follow renewals, expirations, endorsement requests and policy-review tasks without presenting a spreadsheet as a carrier system or system of record.
21 published templates →Commissions
Reconcile carrier statements, expected splits, deposits and exceptions with visible assumptions and traceable rows.
1 published template →Claims
Coordinate claim-related follow-up, requested documents and client communication while keeping coverage decisions and sensitive files in authorized systems.
0 published templates →Clients
Structure intake, account reviews, service requests and retention work around clear ownership and due dates.
0 published templates →Agency
Plan the internal work of an independent agency: assignments, recurring controls, expenses, carrier access and documented procedures.
0 published templates →How nearby agency tasks are separated
Sales follows prospects and quotes; Policies covers renewals and servicing after placement. Commissions reconciles carrier and producer payments; Claims coordinates follow-up without deciding coverage. Clients organizes intake and service requests, while Agency covers staffing, procedures and recurring internal controls.