Marine Insurance Policy Renewals Tracking Template

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Keep track of upcoming marine insurance policy renewals to maintain strong client relationships and steady revenue streams. This template helps a Manager Marine Underwriting to efficiently manage policy renewals by organizing tasks such as reviewing policy details, preparing renewal documents, and planning client communications.

Using this template, you can ensure that no renewal slips through the cracks, enabling timely follow-ups and effective client communication to uphold client satisfaction and business continuity.

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Marine Insurance Policy Renewals Tracking for Priority Matrix

Marine Insurance Policy Renewals Tracking in Priority Matrix

Ensure timely communication and effective management of marine insurance policy renewals.

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Proposed Tasks

Critical Renewals

  • Policy Renewal Follow-up Due in 3 Days
    ☐ Review client feedback ☐ Update policy details if required ☐ Send renewal documents
  • Policy Renewal Due in 1 Week
    ☐ Review policy details ☐ Prepare renewal documents ☐ Contact client
  • Policy Renewal Follow-up Due in 1 Week
    ☐ Review client feedback ☐ Update policy details if required ☐ Send renewal documents
  • Policy Renewal Follow-up Due in 2 Weeks
    ☐ Review client feedback ☐ Update policy details if required ☐ Send renewal documents
  • Policy Renewal Follow-up Due in 1 Month
    ☐ Review client feedback ☐ Update policy details if required ☐ Send renewal documents
  • Policy Renewal Follow-up Due in 2 Months
    ☐ Review client feedback ☐ Update policy details if required ☐ Send renewal documents

Upcoming Renewals

  • Policy Renewal Due in 1 Month
    ☐ Review policy details ☐ Prepare renewal documents ☐ Plan client communication
  • Policy Renewal Due in 2 Months
    ☐ Review policy details ☐ Prepare preliminary renewal documents ☐ Plan client communication
  • Policy Renewal Due in 3 Months
    ☐ Review policy details ☐ Prepare preliminary renewal documents ☐ Plan client communication
  • Policy Renewal Due in 4 Months
    ☐ Review policy details ☐ Prepare preliminary renewal documents ☐ Plan client communication
  • Policy Renewal Due in 5 Months
    ☐ Review policy details ☐ Prepare preliminary renewal documents ☐ Plan client communication
  • Policy Renewal Due in 6 Months
    ☐ Review policy details ☐ Prepare preliminary renewal documents ☐ Plan client communication

Client Communication

  • Client Communication for Renewal Due in 2 Weeks
    ☐ Prepare communication script ☐ Schedule call
  • Client Communication for Renewal Due in 1 Month
    ☐ Prepare communication script ☐ Schedule call
  • Client Communication for Renewal Due in 3 Months
    ☐ Prepare communication script ☐ Schedule call
  • Client Communication for Renewal Due in 4 Months
    ☐ Prepare communication script ☐ Schedule call
  • Client Communication for Renewal Due in 5 Months
    ☐ Prepare communication script ☐ Schedule call

Miscellaneous Tasks

  • Team Meeting to Discuss Upcoming Renewals
    ☐ Prepare agenda ☐ Schedule meeting ☐ Discuss critical renewals
  • Update Client Contact Details
    ☐ Review client contact details ☐ Update if required
  • Update Renewal Tracking Spreadsheet
    ☐ Update spreadsheet with latest renewal dates ☐ Highlight critical renewals