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.
What's Included
- Prospect pipeline from lead to policy sold
- Policy database with type, carrier, and premium
- Renewal date tracker with 90/60/30-day colour alerts
- Cross-sell and upsell opportunity log
- Commission tracker per policy and carrier
- Referral source attribution
- Client retention and lapse risk dashboard
- Lifetime updates
The Insurance Agent CRM is built around the rhythm of the insurance business — prospects become policyholders, renewals need chasing 90 days out, and every satisfied client is a referral opportunity. Track it all in one place, and never let a renewal slip through the gaps.
Know who’s renewing next month. Know who’s been with you longest. Know who you haven’t cross-sold yet.
Why a Spreadsheet CRM?
Insurance-specific CRM platforms like AgencyZoom, HawkSoft, or Applied Epic cost $79–$200/month. For independent agents managing 100–500 active policyholders, this template covers the entire client lifecycle — for a single one-time payment.
Included Sheets
| Sheet | Purpose |
|---|---|
| Dashboard | Renewals due this month, new policies this quarter, commission forecast, top clients |
| Prospects | Sales pipeline from lead to closed policy with source and product interest |
| Policyholders | Client database with all policies, carriers, and premium amounts |
| Policies | Full policy register with type, start date, renewal date, and premium |
| Renewals | Upcoming renewals sorted by date with 90/60/30-day alert colour coding |
| Commissions | Policy-by-policy commission log by carrier with running totals |
| Cross-Sell | Clients flagged for additional coverage opportunities |
Who It’s For
- Independent insurance agents managing their own book of business
- Small insurance agencies with 2–5 agents
- Specialist brokers in life, health, or property & casualty lines
Compatibility
Fully functional in Google Sheets (recommended) and Microsoft Excel 2016+.
Frequently asked questions
Yes. All templates work with the free version of Google Sheets. No paid subscription or Google Workspace plan required.
Absolutely. You pay once and own the template forever. No monthly fees, no recurring charges — ever.
Yes, everything is fully editable. Add your logo, change colors, rename columns, or add new fields to match your exact workflow.
You receive a Google Sheets link and an Excel (.xlsx) file. Both are instantly accessible right after purchase.
No. The templates are built for non-technical users. If you can fill in a spreadsheet, you can run your CRM with this.
We offer email support at hello@viasheet.com and WhatsApp for quick questions. Most issues are resolved within a few hours.
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