Get Help Managing and Growing Your Outside Book
Work with a licensed insurance agent who can help manage your outside book, automate packet and invoicing workflows, expand product offerings, train your team on the software, and reduce the time spent chasing paperwork, follow up, and admin.
You bring the opportunity. We help manage the book.
Outside business can become a real revenue channel, but it needs structure. If packets, documents, invoices, follow up, and case status are scattered across email, spreadsheets, and memory, the book becomes hard to manage.
This service gives you both sides of the solution: software to organize the workflow and hands on support from a licensed insurance operator who understands the responsibility that comes with managing outside business.
Start by building a packet yourself
Use the free packet builder to create a starter broker packet with your agency information, state, and product offerings.
Build My Free Broker PacketOr get help managing the full book
Book a meeting with an outside business manager to discuss your current workflow, product offerings, software setup, and growth plan.
Talk to an Outside Business ManagerOutside business gets messy fast.
Packets take too long
Agents need a faster way to build and send packets with the right business information.
Follow up gets missed
Cases sit in email, notes, or memory with no clear status or next step.
Billing gets unclear
Broker fee, admin fee, invoicing, and payment workflows need to be organized where allowed and appropriate.
Documents get scattered
Missing items, client information, packet status, and notes need to stay visible.
Employees need training
Your team needs to know how to use the system, update cases, send packets, and keep the workflow moving.
Growth creates more admin
Adding product offerings or commercial opportunities only helps if the book can actually be managed.
Everything needed to manage your outside book in one workflow.
The software is included, but the real value is the management behind it. We help place the system, train your team, support the workflow, and keep outside business moving.
Outside book setup
Set up the workflow for products, cases, documents, packets, invoices, follow up, and reporting.
Broker packet workflow
Build and send packets quickly using agency information, state, product offerings, client details, and process notes.
Automatic invoicing support
Organize invoice creation, payment requests, broker fee workflow, and admin fee workflow where allowed and appropriate.
Case tracking and follow up
Track what came in, what is missing, who needs follow up, and what needs to happen next.
Audit logging and metrics
Keep clearer records of packet activity, client workflow, case updates, revenue, status, and long term book performance.
Employee software training
Train your staff to use the system, update cases, send packets, track documents, and keep the workflow consistent.
Expand your outside book without adding more chaos.
Once the workflow is organized, you can add more product offerings and opportunities without everything becoming harder to manage.
Commercial sales support
Use commercial leads and outside business opportunities more effectively once your intake, packet, follow up, and tracking workflow is ready.
Medical product support
Add medical or health related products to your outside business offering with support from a team that already helps manage a medical book of business.
Licensed agent support
Work with someone who understands premiums, client communication, compensation workflow, disclosures, and the responsibility that comes with outside business.
Built around real book management experience.
Our team currently helps manage a medical book of business with 1000 plus clients. That means real experience with client tracking, paperwork, follow up, document flow, premium discussions, and administrative workflow at scale.
That experience applies directly to outside book management for Farmers agents who want to build a cleaner, more professional process.
This is for agents who want:
- A managed outside book of business
- A faster broker packet workflow
- Cleaner document and follow up tracking
- Invoicing and fee workflow support
- Help expanding product offerings
- Employee training on the system
This is not for agents who want:
- Generic CRM software only
- A lead vendor with no workflow support
- A template they will never use
- A broad consulting pitch
- Another system with no operator behind it
Ready to make outside business easier to manage?
Build your free broker packet or book a meeting with an outside business manager.
Best Go Leads is an independent service provider and is not affiliated with, endorsed by, or sponsored by Farmers Insurance. Services are designed to support workflow, organization, and administrative management. Agents are responsible for following all carrier, regulatory, licensing, and compliance requirements. Fee, billing, compensation, and disclosure workflows vary by state and situation.
Get Help Managing and Growing Your Outside Book
Work with a licensed insurance agent who can help manage your outside book, automate packet and invoicing workflows, expand product offerings, train your team on the software, and reduce the time spent chasing paperwork, follow up, and admin.
You bring the opportunity. We help manage the book.
Outside business can become a real revenue channel, but it needs structure. If packets, documents, invoices, follow up, and case status are scattered across email, spreadsheets, and memory, the book becomes hard to manage.
This service gives you both sides of the solution: software to organize the workflow and hands on support from a licensed insurance operator who understands the responsibility that comes with managing outside business.
Start by building a packet yourself
Use the free packet builder to create a starter broker packet with your agency information, state, and product offerings.
Build My Free Broker PacketOr get help managing the full book
Book a meeting with an outside business manager to discuss your current workflow, product offerings, software setup, and growth plan.
Talk to an Outside Business ManagerOutside business gets messy fast.
Packets take too long
Agents need a faster way to build and send packets with the right business information.
Follow up gets missed
Cases sit in email, notes, or memory with no clear status or next step.
Billing gets unclear
Broker fee, admin fee, invoicing, and payment workflows need to be organized where allowed and appropriate.
Documents get scattered
Missing items, client information, packet status, and notes need to stay visible.
Employees need training
Your team needs to know how to use the system, update cases, send packets, and keep the workflow moving.
Growth creates more admin
Adding product offerings or commercial opportunities only helps if the book can actually be managed.
Everything needed to manage your outside book in one workflow.
The software is included, but the real value is the management behind it. We help place the system, train your team, support the workflow, and keep outside business moving.
Outside book setup
Set up the workflow for products, cases, documents, packets, invoices, follow up, and reporting.
Broker packet workflow
Build and send packets quickly using agency information, state, product offerings, client details, and process notes.
Automatic invoicing support
Organize invoice creation, payment requests, broker fee workflow, and admin fee workflow where allowed and appropriate.
Case tracking and follow up
Track what came in, what is missing, who needs follow up, and what needs to happen next.
Audit logging and metrics
Keep clearer records of packet activity, client workflow, case updates, revenue, status, and long term book performance.
Employee software training
Train your staff to use the system, update cases, send packets, track documents, and keep the workflow consistent.
Expand your outside book without adding more chaos.
Once the workflow is organized, you can add more product offerings and opportunities without everything becoming harder to manage.
Commercial sales support
Use commercial leads and outside business opportunities more effectively once your intake, packet, follow up, and tracking workflow is ready.
Medical product support
Add medical or health related products to your outside business offering with support from a team that already helps manage a medical book of business.
Licensed agent support
Work with someone who understands premiums, client communication, compensation workflow, disclosures, and the responsibility that comes with outside business.
Built around real book management experience.
Our team currently helps manage a medical book of business with 1000 plus clients. That means real experience with client tracking, paperwork, follow up, document flow, premium discussions, and administrative workflow at scale.
That experience applies directly to outside book management for Farmers agents who want to build a cleaner, more professional process.
This is for agents who want:
- A managed outside book of business
- A faster broker packet workflow
- Cleaner document and follow up tracking
- Invoicing and fee workflow support
- Help expanding product offerings
- Employee training on the system
This is not for agents who want:
- Generic CRM software only
- A lead vendor with no workflow support
- A template they will never use
- A broad consulting pitch
- Another system with no operator behind it
Ready to make outside business easier to manage?
Build your free broker packet or book a meeting with an outside business manager.
Best Go Leads is an independent service provider and is not affiliated with, endorsed by, or sponsored by Farmers Insurance. Services are designed to support workflow, organization, and administrative management. Agents are responsible for following all carrier, regulatory, licensing, and compliance requirements. Fee, billing, compensation, and disclosure workflows vary by state and situation.