Insurance Policy Lifecycle & Renewal Management Dashboard
Track policies, renewals, premiums, and compliance KPIs across the full lifecycle. Free .xlsx with formulas. Tracks Active Policies, Monthly Written Premium.
Operations · dashboard · CC0 · Public domain · Built by Sheetly AI
About this template
This operations dashboard brings together indicators like "Active Policies", "Monthly Written Premium" and "Renewal Retention Rate" in a single view. Edit the entries in the Data tab and the dashboard numbers update instantly — no need to build the spreadsheet from scratch.
Use this template to monitor insurance policies from issue to renewal, including premiums, claims, and compliance status. Enter each policy record with key dates, premiums, and indicators such as auto-renewal and compliance flags. Filter and sort by renewal dates to prioritize outreach and reduce churn, while tracking non-compliant policies for timely remediation. Update the data regularly to keep KPIs and visual summaries accurate for operational and compliance reviews.
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
- Visualize indicators like "Active Policies" and "Monthly Written Premium"
- Make faster decisions based on "Renewal Retention Rate"
- Compare 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
- Monthly Written Premium
- Renewal Retention Rate
- Visual 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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