Company Insurance & Policy Renewal Tracker — Excel spreadsheet template to download
Monitor insurance renewals, compliance dates, and coverage costs in one place
Finance · tracker · CC0 · Public domain · Built by Sheetly AI
About this template
This finance tracker follows indicators like "Total Annual Premium", "Average Coverage Limit per Policy" and "Policies Compliant with Requirements" 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 your company track all insurance policies, renewal dates, premiums, and compliance status across departments. Enter each policy with its effective and renewal dates, annual premium, and coverage limits. Use the KPIs to monitor total insurance spend, upcoming renewals, and compliance rate. Review the category comparison to optimize coverage mix and identify cost-saving opportunities.
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" and "Average Coverage Limit per Policy"
- Make faster decisions based on "Policies Compliant with Requirements"
- Monitor your finances without building the spreadsheet from scratch
- Edit the entries in the Data tab and watch the dashboard recalculate automatically
Key features
- Total Annual Premium
- Average Coverage Limit per Policy
- Policies Compliant with Requirements
- 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
- 39 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.
Related free templates
- Construction Project Cost & Budget Control Workbook — Excel template with real formulas — Estimate materials and labor, track costs vs budget, and monitor schedule KPIs. Free .xlsx with formulas.
- Construction Project Cost Estimation & Budget Dashboard — free Excel template — Track estimated vs actual construction costs and budget performance. Free .xlsx with formulas. Tracks Total Estimated Cost, Total Actual Cost, Budget.
- Nonprofit Grant Management & Impact Dashboard — Track grant pipeline, drawdown rate, and impact per dollar for active awards. Free .xlsx with formulas. Tracks Total Awarded Grants, Overall Drawdown Rate.
- Commercial Construction Change Order & Contingency Dashboard — Track change orders, contingency usage, and margin erosion across active projects. Free .xlsx with formulas.
- Monthly Cash Flow Waterfall & Scenario Variance Dashboard — Track monthly cash inflows, outflows, and scenario variances in one place. Free .xlsx with formulas.
- Small Business Administrative Control Center — Centralize clients, contracts, and finance KPIs in one control hub. Free .xlsx with formulas.
Browse every free Excel template built by Sheetly AI.