Policy Renewal Management Template

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Stay ahead of your insurance policy renewals with this comprehensive template designed for insurance consultants. This template helps you track all upcoming renewals, ensuring timely communication with clients and avoiding lapses in coverage.

Using this template, you can manage the entire renewal process efficiently, from initial policy review to client meetings and final confirmation, ensuring your clients are always protected.

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Policy Renewal Management for Priority Matrix

Policy Renewal Management in Priority Matrix

Manage upcoming insurance policy renewals efficiently and ensure timely client communication.

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Proposed Tasks

Immediate Renewals

  • Renewal Due in 1 Day
    ☐ Review policy details ☐ Send renewal request to client ☐ Follow-up with client
  • Renewal Confirmation Due in 1 Month
    ☐ Get client confirmation on renewal ☐ Process renewal ☐ Send confirmation to client
  • Renewal Confirmation Due in 3 Months
    ☐ Get client confirmation on renewal ☐ Process renewal ☐ Send confirmation to client

Communications and Follow-ups

  • Follow-up Call for Renewal Due in 3 Days
    ☐ Prepare renewal details ☐ Call client to discuss renewal
  • Client Meeting for Renewal Due in 2 Weeks
    ☐ Prepare meeting agenda ☐ Discuss renewal proposal with client ☐ Handle any client objections
  • Client Meeting for Renewal Due in 10 Weeks
    ☐ Prepare meeting agenda ☐ Discuss renewal proposal with client ☐ Handle any client objections

Upcoming Renewals

  • Policy Review for Renewal Due in 1 Week
    ☐ Review policy ☐ Identify any changes needed ☐ Prepare renewal proposal
  • Policy Review for Renewal Due in 2 Months
    ☐ Review policy ☐ Identify any changes needed ☐ Prepare renewal proposal

Policy Review and Analysis

  • Policy Analysis for Renewal Due in 6 Weeks
    ☐ Analyze policy performance ☐ Identify any potential improvements ☐ Prepare report for client
  • Policy Analysis for Renewal Due in 4 Months
    ☐ Analyze policy performance ☐ Identify any potential improvements ☐ Prepare report for client