Insurance
Insurance Agency Operations Manager
$14.99
One-time purchase · Instant download · Both formats included
What's Included
11+ Worksheet Tabs
Working Formulas & Logic
Sample Data Pre-loaded
Instructions Tab
Excel (.xlsx) Format
Google Sheets Format
Overview
Complete operations management for independent agents and small insurance agencies. Track policies, commissions, renewals, claims, and producer performance. Includes carrier comparison tools and revenue forecasting.
Worksheets Included (11)
Dashboard
Policy Tracker
Commission Tracker
Renewal Calendar
Client CRM
Carrier Comparison
Producer Scorecard
Claims Log
Revenue Forecast
Expense Tracker
Instructions
Key Features
- Policy tracker with carrier, premium, and renewal dates
- Commission tracking by carrier and policy type
- 12-month renewal calendar with RAG status indicators
- Client CRM with communication log and referral source
- Carrier comparison tool for up to 6 carriers
- Per-agent producer scorecard with retention metrics
- Claims log with status and reserve tracking
- Revenue forecast and expense tracker
Ideal For
- Independent insurance agents
- Small insurance agencies
- Insurance brokers
- Agency owners
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