Insurance
Insurance Renewal Tracker
Track renewal dates, notice deadlines, premium movement, exposure updates, missing documents, quote status, owners, and next actions in one renewal control sheet.
Downloadable work products
Free Templates for Insurance, Risk, Data, and Finance Work
Download practical templates that connect directly to ToolDox tools: renewal trackers, risk registers, SOVs, bordereaux, client presentation outlines, broker AI prompts, Power BI dashboard starters, and ROI business-case spreadsheets.
Preparing a market map or company note? Use the Company Research Reports alongside these templates.
Insurance
Renewal, bordereaux, loss run, and SOV templates for insurance workflows.
Risk
Risk registers and exposure review templates for practical risk management.
Presentations
Client-ready deck outlines for renewal, claims, and advisory conversations.
AI prompts
Broker productivity prompts for drafts, summaries, and renewal preparation.
Power BI
Dashboard starter packs, sample data, and DAX measures for BI workflows.
Excel
Spreadsheet templates for business cases, calculations, and repeatable analysis.
Risk
Risk Register
A practical risk register with likelihood, impact, inherent score, current controls, residual score, treatment plan, owner, deadline, and insurance relevance.
Insurance
Property SOV
A schedule of values CSV template for property insurance submissions, including location, address, occupancy, construction, total insured value, and currency fields.
Insurance
Claims Bordereaux
A claims bordereaux CSV template for claim references, policy references, loss dates, status, paid, reserve, incurred, currency, and core claim fields.
Insurance
Premium Bordereaux
A premium bordereaux CSV template for policy, insured, risk, transaction, premium, country, class, currency, inception, and expiry fields.
Presentations
Renewal Presentation
A client presentation outline for insurance renewal meetings, covering objectives, exposure changes, claims, market conditions, coverage review, quote comparison, and next actions.
Presentations
Claims Review Presentation
A claims review deck outline for claim counts, paid, reserves, incurred, frequency, severity, large losses, reserve pressure, loss drivers, and renewal narrative.
AI prompts
Broker AI Prompts
A practical prompt pack for insurance brokers covering renewal narratives, premium explanations, loss run summaries, SOV gap reviews, quote comparison emails, and client data requests.
Power BI
Power BI Claims Dashboard
A Power BI starter pack with sample claims data, dashboard page structure, recommended visuals, DAX measures, and data-quality checks for claims analytics.
Excel
ROI Business Case
A spreadsheet template for comparing investment cost, implementation cost, ongoing cost, expected revenue, savings, total benefit, ROI, payback, assumptions, and risks.