Insurance Policy Renewal Project Template

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Stay on top of all insurance policy renewals and ensure they are processed on time with this comprehensive template. Designed for Assistant Vice Presidents in the insurance brokerage industry, this project helps manage renewal dates efficiently, avoiding lapses and potential revenue loss.

By following the structured tasks and subtasks, you can review policy details, notify clients, and assign responsibilities to team members, ensuring a seamless renewal process that maintains client satisfaction and business continuity.

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Insurance Policy Renewal Project for Priority Matrix

Insurance Policy Renewal Project in Priority Matrix

Ensure timely and efficient insurance policy renewals to maintain seamless service and revenue flow.

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Proposed Tasks

Critical and Immediate

  • Client Meeting - Policy Renewal
    ☐ Prepare for meeting ☐ Discuss renewal terms ☐ Update policy
  • Follow-up on Pending Renewals
    ☐ Identify policies with pending renewals ☐ Follow-up with clients ☐ Update policy status
  • Policy Renewal Due in 1 Week
    ☐ Review policy details ☐ Ensure client has been notified ☐ Assign to appropriate team member
  • Policy Renewal Due in 2 Weeks
    ☐ Review policy details ☐ Ensure client has been notified ☐ Assign to appropriate team member

Important but not Immediate

  • Team Meeting - Renewal Updates
    ☐ Prepare update report ☐ Conduct meeting ☐ Assign new tasks
  • Policy Renewal Due in 3 Weeks
    ☐ Review policy details ☐ Ensure client has been notified ☐ Assign to appropriate team member
  • Policy Renewal Due in 1 Month
    ☐ Review policy details ☐ Ensure client has been notified ☐ Assign to appropriate team member

Less Critical but Immediate

  • Policy Renewal Due in 2 Months
    ☐ Review policy details ☐ Ensure client has been notified ☐ Assign to appropriate team member
  • Policy Renewal Due in 3 Months
    ☐ Review policy details ☐ Ensure client has been notified ☐ Assign to appropriate team member

Less Important and not Immediate

  • Review Renewal Process
    ☐ Analyze current renewal process ☐ Identify areas of improvement ☐ Implement changes