Free tool
Commercial producer pipeline spreadsheet
A free Excel and CSV template for tracking new commercial prospects from first look to bound. No email, no sign-up.
What's inside
- Lead facts: score, tier, business name, legal name, industry, likely coverages, entity type, formation date, address, county, state, ZIP, NAICS, website, source link and lead ID. These match the UncoveredList “CSV (all fields)” export, so you can paste an export straight in, or type in your own prospects.
- Pipeline columns: stage, owner, date added, researched, first and last touch, touch count, next step and date, lines to quote, markets submitted, quote date, quoted premium, expected close, X-date, won/lost reason, do not contact and notes.
- Stage dropdown (New, Researching, Contacted, Conversation, Submitted, Quoted, Won, Lost, Not a fit, Do not contact) and a stage summary tab that counts rows and totals quoted premium.
How to use it
- Add each new prospect as a row and research the business before you reach out.
- Keep a next step and a next-step date on every open row. Each morning, sort by that date.
- When a business asks you to stop, mark Do not contact and honor it everywhere.
- Outgrowing the sheet? Our import guides show how to move prospects into HawkSoft, EZLynx, AgencyZoom, Applied Epic, AMS360, HubSpot or Salesforce.
Need new businesses to fill it?
UncoveredList sends scored new-business filings from CO, NY, PA, CT and TX every morning, from $89/mo for one territory. Get up to 25 free leads for your county, no card needed.
Business-level public records only. No owner or officer names, phone numbers, or email. You're responsible for following CAN-SPAM, the TCPA, Do Not Call and state rules when you contact businesses. UncoveredList is a software and data provider, not a licensed insurance agency, broker or producer, and does not sell, solicit or negotiate insurance. Excel is a trademark of Microsoft and Google Sheets a trademark of Google.