Policy Renewals and Communication Project Template

More insurance templates

Managing policy renewals is a critical task in the insurance industry. This template helps you track policy renewals and ensures timely communication with policy holders, so no renewal falls through the cracks.

By following the outlined tasks, you can set up an efficient policy renewal tracking system, develop a comprehensive communication plan, and ensure that your staff is well-trained, ultimately leading to greater customer satisfaction and retention.

Get this template on priority matrix

Policy Renewals and Communication Project for Priority Matrix

Policy Renewals and Communication Project in Priority Matrix

Ensure timely policy renewals and effective communication with policy holders.

You can start using Policy Renewals and Communication Project or other Insurance Project Templates with Priority Matrix in just a few steps:

  1. Click to sign in or create an account in the system
  2. Start adding your items to the matrix
  3. If you prefer to use the Mac and Windows app download Priority Matrix and take your data with you
If you have any questions and you can't find the answer in our knowledge base, don't hesitate to contact us for help.


Proposed Tasks

Urgent and Important

  • Task 7: Monitor Policy Renewals (ongoing task)
    ☐ Regularly review policy renewal status ☐ Address any issues promptly
  • Task 1: Set Up Policy Renewal Tracking System (due in 1 week)
    ☐ Investigate existing tracking systems ☐ Select suitable system ☐ Implement system
  • Task 2: Import Current Policy Data (due in 2 weeks)
    ☐ Gather current policy data ☐ Import data into tracking system

Important but not Urgent

  • Task 9: Review and Update Policy Data (ongoing task)
    ☐ Regularly review policy data ☐ Update data in tracking system as necessary
  • Task 3: Develop Communication Plan (due in 1 month)
    ☐ Identify key communication points ☐ Develop messaging for each point ☐ Create communication schedule
  • Task 4: Train Staff on Renewal Tracking System (due in 6 weeks)
    ☐ Develop training materials ☐ Schedule training sessions ☐ Conduct training

Urgent but not Important

  • Task 5: Test Renewal Tracking System (due in 2 months)
    ☐ Run test scenarios ☐ Collect and analyze test results ☐ Make necessary adjustments
  • Task 6: Implement Communication Plan (due in 2.5 months)
    ☐ Prepare communication materials ☐ Begin scheduled communication

Not Urgent and not Important

  • Task 10: Continual Improvement of Renewal Tracking System (ongoing task)
    ☐ Regularly review system performance ☐ Make improvements as necessary
  • Task 8: Evaluate Communication Effectiveness (due in 3 months)
    ☐ Gather feedback from policy holders ☐ Analyze feedback ☐ Adjust communication plan as necessary