Dossier OSSidecar Desk · v1
Independent P&C Agency Ops Kit
Sidecar Desk
A named sidecar for the work your AMS does not run. Five sheets, a one-page SOP, a huddle deck. Internal only. Not a certificate.
What is in the zip
Sidecar-Desk-v1.xlsxCanonical workbook. Five ops sheets plus cover, how-to, paste, and lists.Sidecar-Desk-v1-SAMPLE.xlsxSame file with Harbor Point sample rows filled in.Sidecar-Desk-v1-BLANK.xlsxEmpty copy for a clean start.Sidecar-Desk-SOP.docxOne-page desk SOP. How the sidecar sits next to the AMS.Sidecar-Desk-Huddle.pptxShort huddle deck for the Monday morning table.README.md+LICENSE.txtUse, watermark language, and license.
The five sheets, named
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01
Renewal calendar
A working list of what is coming due. Paste from the AMS. Do not rebuild policy admin here.
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02
COI request log
Who asked, for which insured, when it is needed, whether the desk sent it from the AMS. It is a log. It is never a cert, never coverage language, never something you hand a GC.
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03
Producer pipeline
Who is in motion and what still has to land in the file. Not a CRM replacement.
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04
CSR daybook
Intake and callbacks for the desk. Sticky notes, named.
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05
Claims chase
Open items you are chasing. Not a claims system. The file stays in the AMS.
Safety, on purpose
- Every sheet is watermarked: INTERNAL AGENCY WORKSHEET — NOT A CERTIFICATE OF INSURANCE.
- No ACORD replica, no fillable cert, no ISO language, no carrier letterhead, no printable COI.
- Does not quote, bind, or replace Applied Epic, HawkSoft, EZLynx, or AgencyBloc. Mention is not a partnership.
- For already-licensed independent agencies. Not legal or insurance advice.
$49, once
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