Insurance Policy and Renewal Tracking Template — free Excel template
Monitor insurance policies, coverage status, renewals, and risk KPIs in one place
Operations · tracker · CC0 · Public domain · Built by Sheetly AI
About this template
This operations tracker follows indicators like "Total Annual Premium", "Active Policies" and "Policies Renewing Next 60 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 track all active and expired insurance policies, their coverage details, renewal dates, premiums, and risk levels. Enter each policy as a new row with carrier, policy type, limits, premium, risk rating, and key dates. Review the KPIs and comparison chart to monitor total premiums, coverage sufficiency, renewal pipeline, and distribution of risk tiers. Update the data regularly to keep renewal priorities visible and reduce coverage and lapse risks.
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 "Active Policies"
- Make faster decisions based on "Policies Renewing Next 60 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
- Active Policies
- Policies Renewing Next 60 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
- 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 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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