Corporate Insurance & Policy Renewal Management Tracker — Excel spreadsheet template to download
Track coverages, expirations, premiums, and risk KPIs across all policies
Operations · tracker · CC0 · Public domain · Built by Sheetly AI
About this template
This operations tracker follows indicators like "Total Annual Premiums", "Average Policy Risk Score" and "Policies Expiring in 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 centralize all corporate insurance policies, monitor their coverage levels, premiums, and renewal dates, and track key risk indicators. Enter each policy’s details in the Data sheet, including carrier, coverage type, limits, premiums, and risk scores. Review the KPIs and comparison bars to identify upcoming expirations, high-cost policies, and areas with elevated risk. Update the data regularly to keep your renewal planning and risk management decisions accurate and timely.
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 "Average Policy Risk Score"
- Make faster decisions based on "Policies Expiring in 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 Premiums
- Average Policy Risk Score
- Policies Expiring in 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.
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