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Insurance template

Insurance Renewal Tracker Excel Template

Track renewal dates, notice deadlines, premium movement, exposure updates, missing documents, quote status, owners, and next actions in one renewal control sheet.

Download CSV templateUse in workflowAll templates

Who it is for

Commercial insurance brokers, risk managers, account handlers, and operations teams preparing renewal packs.

Best use cases

  • Renewal diary control
  • Missing-data tracking
  • Client action lists
  • Broker team handover
  • Market submission planning

Related workflow

Used in: Insurance Renewal Prep Workflow

Use this template as the intake sheet before moving through premium movement, claims review, exposure checks, and quote comparison.

Feeds into tools

Insurance Renewal Dashboard
Turn renewal rows into a live control view.
Insurance Premium Change Analyzer
Use premium and claims fields to explain renewal movement.

Template fields and structure

The starter structure is designed to work in Excel, Google Sheets, Power BI, insurer portals, internal trackers, or client-facing documents.

policy_referenceclient_nameline_of_businessrenewal_datenotice_due_datecurrent_premiumclaims_countstatusnext_actionowner

Copyable CSV / spreadsheet structure

policy_reference,client_name,line_of_business,renewal_date,notice_due_date,current_premium,claims_count,status,next_action,owner
PROP-2026-001,Northstar Foods Ltd,Property,2026-09-30,2026-07-31,84500,3,Missing loss run,Request updated loss run and SOV,Account Executive

Example filled row

Use the example as a quality benchmark for how specific each row should be before the file is used in a workflow or tool.

policy_referenceclient_nameline_of_businessrenewal_datenotice_due_datecurrent_premiumclaims_countstatusnext_actionowner
PROP-2026-001Northstar Foods LtdProperty2026-09-302026-07-31845003Missing loss runRequest updated loss run and SOVAccount Executive

How to use it

  1. Add one row per policy, coverage section, or renewal workstream.
  2. Update document flags as loss runs, SOVs, exposure updates, and quotes arrive.
  3. Filter by status or owner during renewal meetings.
  4. Use the notes column for underwriter questions and client follow-ups.

What a completed version should prove

OKEvery renewal workstream has an owner, status, deadline, and next action.
OKPremium, claims, exposure changes, and missing documents are visible before broker or carrier meetings.
OKRows can be filtered by owner, deadline, line of business, and readiness status.

Common mistakes to avoid

!Tracking only renewal date and premium without document readiness or next actions.
!Mixing policy-level rows with client-level notes in the same field.
!Leaving owner, notice deadline, or quote status blank until the renewal is already urgent.

Use this with

Related guides

Frequently asked questions

Can I open this template in Excel?

Yes. It is a CSV file, so it opens in Excel, Google Sheets, Numbers, and most spreadsheet tools.

Should I track every policy separately?

For simple clients, one row per line of business is enough. For larger programmes, split rows by policy, layer, country, or workstream.