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Products/Insurance Agency Operations Manager
Insurance

Insurance Agency Operations Manager

$24.99

One-time purchase · Instant download · Both formats included

Works with

Microsoft ExcelGoogle SheetsMac + WindowsiPad + ChromebookNo subscription required

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This template is included in these bundles. Get more templates and save:

Insurance Professional Suite

2 templates included

$19.99
$34.98
-43%

Insurance Agency Complete Business Bundle

4 templates included

$39.99
$71.97
-44%

What's Included

12 tabs, formulas pre-wired
Sample data plus a blank version
Conditional formatting and dropdowns set up
Works in Excel and Google Sheets

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 12-tab insurance workbook. Handles policy tracker with carrier, premium, and renewal dates, commission tracking by carrier and policy type, 12-month renewal calendar with rag status indicators. Worksheets: Settings, Dashboard, Policy Tracker, Client CRM and 8 more. All formulas, conditional formatting, and data validation pre-built. Sample data loaded; blank version included. Excel (.xlsx) and Google Sheets.

Worksheets Included (12)

Settings
Dashboard
Policy Tracker
Client CRM
Renewal Calendar
Commission Tracker
Producer Scorecard
Carrier Comparison
Revenue Forecast
Expense Tracker
Claims Log
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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Common Questions

Does this work in Excel AND Google Sheets?
Yes. Every spreadsheet ships in two formats: a native .xlsx file (Excel 2016+) and a Google Sheets copy you can open in your browser. Formulas, formatting, and validation work identically in both. Pick whichever your team uses.
Will the formulas break if I add my own rows?
No. Formulas use structured references and dynamic ranges where it matters, so inserting rows mid-table extends the calculations automatically. The Instructions tab in each workbook explains which rows are formula-driven vs. your input.
Is there a password on the file?
Yes. The workbook is lightly sheet-protected to prevent accidental formula overwrites. The password is included in the Setup Guide PDF that ships with every purchase. You're free to unprotect any sheet once you're in.
What if I need a refund?
30-day money-back guarantee, no questions asked. Email hello@fennecpress.com with your order number and we'll process the refund within a business day.
Can I re-download the file later?
Yes. Create a free account at fennecpress.com/account after purchase and your downloads stay accessible. A copy also lands in the confirmation email you received at checkout.
Can I use this for my business / my clients?
Yes. You own your copy outright and can customize it, share it with your team, and use it for as many internal or client-facing projects as you want. You can't resell the template itself, but any work product you create using the template is entirely yours.
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2 templates for $19.99, save 43%

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Templates are tools, not advice. Nothing here is legal, tax, financial, or professional advice. Run big decisions past a qualified professional. Full terms.