For independent insurance agents and brokers
Track Policy Renewals, Carrier Commissions, and Cross-Sells in One Spreadsheet
Never lose a policy renewal. Track client policies, 90/60/30-day renewal warnings, and carrier commission splits in Google Sheets & Excel.
See the Template — €39 →Sound familiar?
- ✕ Policies expire without warning because carrier portals are fragmented
- ✕ Agency Management Systems (AMS) like HawkSoft cost over $1,500/year
- ✕ Single-policy clients defect to competitors because cross-selling is unorganized
- ✕ Reconciling monthly carrier commission statements takes hours
What you get instead
- ✓ Automated 90/60/30-day policy renewal radar with color alerts
- ✓ Cross-sell matrix highlighting bundling opportunities (Auto + Home + Umbrella)
- ✓ Carrier commission auditing tracker by policy line
- ✓ One-time purchase — no monthly software subscriptions
For independent insurance brokers, policy renewals and cross-selling represent your highest-margin income. Operating across multiple carrier portals makes tracking renewal dates difficult, putting your book of business at risk.
The ViaSheet Insurance Agent CRM Spreadsheet puts your entire book of business in one automated workspace. Get instant renewal alerts, track commission splits, and identify cross-sell opportunities with zero monthly fees.
Insurance Agent CRM
Track prospects, policies, renewals, and cross-sell opportunities in one spreadsheet. Built for independent insurance agents and small agencies managing life, health, and P&C policies.
One-time payment · Instant download · Works in Google Sheets & Excel