Policy Project Tracker Template

More project-management templates

Streamline your policy project management with the Policy Project Tracker template. This tool leverages the Eisenhower Matrix to help you prioritize urgent and important tasks, ensuring that critical projects are addressed first. Ideal for insurance industry professionals juggling multiple policy projects, this template simplifies task delegation and enhances productivity.

By using this template, you can ensure that your policy projects are handled efficiently, deadlines are met, and your team remains focused on high-priority tasks.

Get this template on priority matrix

Policy Project Tracker for Priority Matrix

Policy Project Tracker in Priority Matrix

Prioritize and manage your policy projects effectively using the Eisenhower Matrix.

You can start using Policy Project Tracker or other Project-Management 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

  • Policy Project 1 due in 1 day
    ☐ Review policy details ☐ Coordinate with team ☐ Finalize policy project
  • Policy Project 2 due in 3 days
    ☐ Research policy updates ☐ Meet with policyholders ☐ Revise policy language
  • Policy Project 9 due in 7 weeks
    ☐ Coordinate with underwriters ☐ Adjust policy premiums ☐ Finalize policy renewals

Important, Not Urgent

  • Policy Project 3 due in 1 week
    ☐ Prepare policy brief ☐ Discuss with stakeholders ☐ Submit for approval
  • Policy Project 4 due in 2 weeks
    ☐ Conduct risk assessment ☐ Adjust policy terms ☐ Update policy records
  • Policy Project 10 due in 8 weeks
    ☐ Review policy applications ☐ Verify applicant information ☐ Approve or deny applications

Urgent, Not Important

  • Policy Project 5 due in 3 weeks
    ☐ Review claim history ☐ Modify policy rates ☐ Notify policyholders
  • Policy Project 6 due in 1 month
    ☐ Examine market trends ☐ Plan policy changes ☐ Implement policy changes

Neither Urgent nor Important

  • Policy Project 7 due in 5 weeks
    ☐ Communicate with legal team ☐ Revise policy contracts ☐ Ensure regulatory compliance
  • Policy Project 8 due in 6 weeks
    ☐ Organize policy documents ☐ Update policy database ☐ Maintain policy files