Worksheet

Agency month-end checklist

A single page with four boxes: commission matched, renewals assigned, claims reviewed and receipts closed. Under each, note the count and the exceptions found. File it with the month’s insurer statements.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “A Month-End Routine for a General Insurance Agency”, www.gullysystem.com/blog/month-end-routine-for-a-general-insurance-agency