Insurance Agency Operations Manager
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Insurance Agency Operations Manager
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What's Included
Overview
Policy tracking, commission calculations, renewal calendars, claims logs, and per-producer scorecards for independent agents and small agencies. Includes carrier comparison tools and revenue forecasting.
A 11-tab workbook for insurance operations. Handles policy tracker with carrier, premium, and renewal dates, commission tracking by carrier and policy type, 12-month renewal calendar with rag status indicators, plus everything else you'd normally build yourself.
Worksheets include Dashboard, Policy Tracker, Commission Tracker, Renewal Calendar and 7 more. All formulas and conditional formatting are pre-built. Sample data is included so you can see the template in action before making it your own.
Available in Excel (.xlsx) and Google Sheets.
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Worksheets Included (11)
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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