Company Insurance Policy & Renewal Tracking System
Monitor policies, renewals, premiums, and compliance in one place. Free .xlsx with formulas. Tracks Total Annual Premiums, Active Policies, Compliant.
Operations · tracker · CC0 · Public domain · Built by Sheetly AI
About this template
This operations tracker follows indicators like "Total Annual Premiums", "Active Policies" and "Compliant Policies" 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 centralize all company insurance policies, track renewal dates, and monitor compliance status across carriers and locations. Enter each policy with its coverage type, carrier, premium amount, effective and renewal dates, and compliance indicators. Review the KPIs to identify upcoming renewals, total annual premium exposure, and compliance gaps. Update the data regularly to maintain an accurate view of insurance coverage and ensure timely renewals and audits.
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 Premiums" and "Active Policies"
- Make faster decisions based on "Compliant Policies"
- 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 Premiums
- Active Policies
- Compliant Policies
- 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.
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