Company Insurance Policy and Renewal Tracker

Centralize all company insurance policies, coverage, premiums, and renewal dates. Free .xlsx with formulas. Tracks Active Policies, Total Annual Premium.

Operations · tracker · CC0 · Public domain · Built by Sheetly AI

About this template

This operations tracker follows indicators like "Active Policies", "Total Annual Premium" and "Policies Renewing 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.

Use this template to register every active insurance policy across your company, including coverage type, provider, annual premium, and key renewal dates. Update the data whenever you add, cancel, or renew a policy so you can monitor total costs and upcoming expirations. Filter by policy type, business unit, or provider to review coverage gaps and consolidation opportunities. Review the KPIs and comparison bars to quickly assess spend distribution and renewal workload by quarter.

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 "Active Policies" and "Total Annual Premium"
• Make faster decisions based on "Policies Renewing 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

• Active Policies
• Total Annual Premium
• Policies Renewing 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
• 40 working formulas — including SUM, AVERAGE, COUNTA. They recalculate as you edit, so the sheet stays yours after download.
• Sized for real data: up to 37 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.

Download the .xlsx free

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