Your agency has processes.
Now make sure they actually get followed.
Agency Packet gives insurance agencies ready-to-use checklists and workflows for the processes your team handles every day.
No credit card required.
Stop managing important processes from memory.
You probably already have procedures.
- They're in a Word document.
- A shared drive.
- Someone's notes.
- An email from three years ago.
- Or, more often, in the head of the employee who has "always handled that."
Agency Packet turns those processes into simple, assignable workflows your team can actually follow.
Assign it.
Choose a Packet and assign it to an employee with a due date.
They work through it.
Employees get a simple checklist showing exactly what needs to happen.
You know it got done.
See progress without sending another "Where are we on this?" email.
Built for the work insurance agencies do every day.
Agency Packet comes with pre-built Packets for common agency processes.
New Employee Onboarding
Give every new hire the same organized onboarding experience.
New Business Quoting
Make sure important steps aren't skipped before a quote goes out.
Binding & Issuance
Create a repeatable process from "bind it" to a completed file.
Renewal Reviews
Give your team a consistent renewal process instead of relying on memory.
Claims Intake
Make sure the right information gets collected and the right steps happen next.
Employee Offboarding
Don't discover three weeks later that a former employee still has access to something.
Producer → Service Handoff
Make the handoff clear so service staff aren't chasing missing information.
Agency Operations
Turn the recurring things your agency does into processes people can actually follow.
As simple as a checklist.
More useful than a document.
Employees don't need another complicated piece of software to learn. When they open Agency Packet, they see what has been assigned to them and what they need to do next.
- No Kanban boards.
- No project-management jargon.
- No complicated workflow builder your staff needs a training session to understand.
- Complete payroll paperwork
- Set up company email
- Review employee handbook
- Log into agency management system
- Phone system setup
- Carrier portal access
- Comparative rater access
- Complete AMS training
That's it.
You shouldn't have to chase people to know what's done.
Agency Packet gives owners and managers a simple view of what's happening across the agency.
See:
- What's assigned
- What's in progress
- What's complete
- What's overdue
- Where someone is getting stuck
Open an assignment and see exactly which steps have been completed and which ones still need attention.
So instead of asking:
"Did we get everything done for Sarah's onboarding?"
You can just look.
Start with your next new hire. Free.
Every Agency Packet account includes our New Employee Onboarding Packet. Assign it to your next employee and manage their onboarding from one simple checklist.
- No spreadsheets.
- No printed checklists.
- No digging through old emails to remember what needs to happen.
No credit card required.
When you're ready, run more of your agency through Packets.
Start with New Employee Onboarding.
- New Employee Onboarding Packet
- Assign to employees
- Track completion
- See progress
- No credit card required
For agencies ready to standardize more of their everyday processes.
- Multiple pre-built agency Packets
- Assign Packets to your team
- Progress tracking
- Due dates
- Basic customization
- New Packets as they're released
For agencies that want to make Agency Packet their own.
- Every Agency Packet template
- Full Packet customization
- Create your own Packets
- Manager dashboard
- Agency branding
- Full progress visibility
No per-employee pricing. No setup fees. No long-term contracts.
Your SOP shouldn't be a document nobody opens.
The point isn't to document how your agency is supposed to operate. The point is to make it easy for your team to actually operate that way.
Start with the New Employee Onboarding Packet. No credit card required.