ISSInsurance Sales Stack
Insurance Sales Stack

Templates & Resources for Insurance Sales Teams

Copy-ready templates, checklists and decision frameworks. Take what is useful and adapt it to your agency.

Find my CRM in 60 seconds →
Template library

Fifteen things you can copy today

Each links straight to the template inside its guide.

Follow-up cadence

Six touches, three channels and first-contact scripts.

Open template →

Pipeline stage exit rules

A six-stage table with a rule for when a deal can move.

Open template →

Quote follow-up matrix

The next task for every quote outcome, plus a price-objection script.

Open template →

Nine CRM demo questions

Surface hidden costs and exit risks before you sign.

Open template →

Small-agency CRM scorecard

Eight tests to score during a real trial.

Open template →

Starter picklists

Lead source, lost reason and line of business values.

Open template →

30-day rollout calendar

Four weeks from decision to go-live, plus a checklist.

Open template →

Data cleanup order

The sequence that works, with example stale-record rules.

Open template →

Producer dashboard layout

Panels and metrics that map to actions.

Open template →

Manager adoption habits

Five habits and the adoption metrics to watch.

Open template →

Renewal timeline

An example schedule and five review-call questions.

Open template →

Cross-sell trigger table

Trigger events and the review conversation for each.

Open template →

Referral tracker

Fields and a thank-you rhythm for referral sources.

Open template →

Commercial account map

Roles to capture and discovery prompts.

Open template →

P&C handoff spec

What the CRM does, what the AMS does and what moves.

Open template →
How we research

See how the conclusions were reached

Software research only helps if you can see the method.

Review methodology

How we score fit and keep rankings separate from commissions.

Read the method →

Editorial policy

How product facts and opinions are handled.

Read the policy →

Affiliate disclosure

How affiliate links work on this site.

Read the disclosure →
Frameworks

The big-picture decisions

Tech stack guide

A six-layer architecture for an insurance software stack.

Read guide →

CRM vs. AMS

The core system-design decision.

Read guide →

Best CRM for insurance agents

Five CRMs compared by sales motion and agency fit.

Read guide →