Milwaukee, WI – Wayset today announced the launch of its operations and onboarding platform designed specifically for independent insurance agencies. Wayset gives agency owners a single, organized home for the carrier information, agency knowledge and onboarding processes that most agencies still manage across spreadsheets, shared drives and email.

Independent agencies juggle relationships with dozens of carriers, each with its own appointments, agency codes, portals and underwriter contacts. In many agencies, that information is spread across files and inboxes, and the details of how the agency actually operates live in the heads of a few long-time employees. The cost shows up when a new hire starts, when a producer leaves, or when a team member simply needs a code for a carrier the agency writes only a few times a year.

 

Wayset replaces that patchwork with a central carrier directory that keeps appointments, agency and producer codes, contacts and portal links in one place, an approach the company outlines in its guide to tracking carrier appointments and agency codes. The platform also includes a vendor directory, a home for agency documents and SOPs, and team management tools.

“Every agency we talked to had the same problem: the information a new hire needs exists, but it’s scattered across spreadsheets and people’s heads,” said Adam Morris, founder of Wayset. “We built Wayset so a new CSR can find every carrier, code and process on day one, and so an agency’s knowledge stays with the agency when people come and go.”

 

Onboarding is a central focus of the platform. Wayset gives agencies a structured path for bringing on new customer service representatives and producers, so new team members become productive faster and owners spend less time answering the same questions. To help agencies get started, the company is offering a free insurance agency onboarding checklist covering a new hire’s first days and weeks.

 

Wayset also addresses a growing concern for agency owners: key-person risk. Documented, organized operations make an agency less dependent on any single employee, easier to scale, and better prepared for succession planning or a future sale.

 

Wayset is available now. Agencies can learn more and start a free trial at getwayset.com.

About Wayset

 

Wayset is an operations and onboarding platform for independent insurance agencies, bringing carrier and vendor directories, agency documents, team management and new hire onboarding into one place. Learn more at getwayset.com.

Email: adam@getwayset.com

 

Media Contact

Name
Wayset
Contact name
Adam Morris
Contact phone
262-235-0483
City
Milwaukee
State
Wisconsin
Country
United States
Url
https://getwayset.com/

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