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Insurance renewal reminder template
A simple renewal tracker with 90, 60 and 30-day reminder columns. Opens in Excel or Google Sheets.
Download the template
One example row is included. Delete it and add your clients.
A renewal timetable that works
- 90 days before: ask the client for updated turnover, wage roll, sums insured and any changes.
- 60 days before: run a pre-renewal review of the schedule and go to market if needed.
- 30 days before: send the renewal terms, your recommendation and the key changes.
Tips
- Sort by renewal date each Monday.
- Use the Status column so anyone in the team can pick up a file.
- Use our pre-renewal review checklist at the 60-day point.
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