Company Insurance & Contract Lifecycle Tracker
Track policies, contracts, premiums, and renewal dates in one place. Free .xlsx with formulas.
Operations · tracker · CC0 · Public domain · Built by Sheetly AI
About this template
This operations tracker follows indicators like "Total Annual Premium / Contract Value", "Active Contracts & Policies" and "Renewals Due Next 90 Days" over time. Log your entries in the Data tab and the tracking stays up to date — no need to build the spreadsheet from scratch.
This template helps you centralize insurance policies and contracts, monitor key coverage terms, and stay ahead of renewal dates. Enter each policy or contract with its effective and expiration dates, premium or contract value, and status. Use the KPIs and comparison bars to see total exposure, upcoming renewals, and distribution by contract type. Update the tracker regularly to maintain accurate records and support compliance and budgeting decisions.
Released under the CC0 license (public domain): you can download, edit and use it freely — including in commercial projects — with no attribution required.
Use cases
- Track indicators like "Total Annual Premium / Contract Value" and "Active Contracts & Policies"
- Make faster decisions based on "Renewals Due Next 90 Days"
- Monitor your operations without building the spreadsheet from scratch
- Edit the entries in the Data tab and watch the dashboard recalculate automatically
Key features
- Total Annual Premium / Contract Value
- Active Contracts & Policies
- Renewals Due Next 90 Days
- Tracking dashboard with 3 automatic indicators
- Editable formulas in the Data tab
- In-cell mini charts (sparklines)
What's inside the file
- 3 tabs: Dashboard, Data, Instructions
- 38 working formulas — including SUM, AVERAGE, COUNTA. They recalculate as you edit, so the sheet stays yours after download.
- Sized for real data: up to 36 rows × 18 columns already laid out and formatted.
- Built-in chart that updates with your numbers.
Everything is a normal .xlsx: it opens in Excel, Google Sheets, LibreOffice and Numbers, with no add-ons, no macros and no locked cells.
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