Worksheet

Agency book audit sheet

Give every policy its own line, with columns for client, insurer, line of cover, expiry date, premium, commission rate and where the policy copy is kept. Fill fifty rows from your current files to see which fields are missing or scattered.

Name: ______________________   Business: ______________________   Date: ______________

Cross out or rewrite any heading that does not fit your business. From the guide “How to Automate a General Insurance Agency”, www.gullysystem.com/blog/how-to-automate-a-general-insurance-agency