Wayset is the back office your Insurance Agency actually needs

Insurance Agency Operations Software

Wayset replaces the notebook, the abandoned SharePoint, and the Drive folder with one organized place for carrier info and agency codes, vendor contacts, documents, and new hire onboarding.

“With 13 years in this industry, I’ve been onboarded at large agencies and small ones. The steps are mostly the same. But only once or twice did I walk in on day one to an inbox already full of tasks to get me moving. That momentum matters.” – Adam Morris – Founder of Wayset

Everything your back office runs on. One place. No bloat.

Insurance Carrier Directory

Every carrier, agency code, login link, and line of business — with contacts and documents attached to the card.

Agency Vendor Directory

The same structure for IT, payroll, cleaning — whoever keeps the lights on. Searchable, not scattered.

Document Library

Upload your ACORD forms, agency policies, and training materials in one categorized library the whole team can find.

Team Management

Role-based access. Managers see everything, new hires see what they need, license numbers stay on file.

New Hire Onboarding

A clear starting point for new hires, with onboarding documents assigned and ready when they log in!

Built by someone who works in an agency, for the people who keep them running.

Insurance Agency Owners

Know your agency’s insurance carrier info, vendor contacts, and documents won’t walk out the door with the next employee who leaves.

Service Managers & Office Managers

Onboard new hires, manage roles, and keep everything current without waiting on the IT department.

CSRs & New Hires

Find the agency code, the underwriter’s number, or the right form in seconds instead of asking around.