Policy Renewal Tracking and Client Communication Project Template

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Ensure continuous coverage for your clients by effectively tracking policy renewals and maintaining timely communication. This template provides a comprehensive guide to managing renewals, from creating a policy renewal calendar to developing a client communication plan.

By following the steps outlined in this template, you can prevent policy lapses, enhance client satisfaction, and streamline the renewal process for your insurance agency.

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Policy Renewal Tracking and Client Communication Project for Priority Matrix

Policy Renewal Tracking and Client Communication Project in Priority Matrix

Stay on top of policy renewals and ensure timely client communication to prevent coverage lapses.

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Proposed Tasks

Urgent and Important

  • Create a Policy Renewal Calendar due in 1 week
    ☐ Identify all policies due for renewal in the next 6 months ☐ Input renewal dates into calendar ☐ Set reminders for each renewal date
  • Develop a Client Communication Plan due in 2 weeks
    ☐ Identify key communication points ☐ Decide on communication methods ☐ Set communication schedule
  • Monitor Policy Renewal Rates due in 4 months
    ☐ Track renewal rates ☐ Analyze trends ☐ Identify any issues

Important but Not Urgent

  • Train Team on Renewal Process due in 3 weeks
    ☐ Develop training materials ☐ Schedule training sessions ☐ Conduct training
  • Implement a Policy Management System due in 1 month
    ☐ Research suitable policy management systems ☐ Select a system ☐ Implement the system
  • Develop Client Retention Strategies due in 3 months
    ☐ Research effective retention strategies ☐ Develop a plan for implementing strategies ☐ Implement retention strategies

Urgent but Not Important

  • Conduct Client Satisfaction Survey due in 6 weeks
    ☐ Create survey ☐ Distribute survey to clients ☐ Analyze survey results
  • Create a Client Feedback System due in 3.5 months
    ☐ Research feedback systems ☐ Select a system ☐ Implement the system

Neither Urgent nor Important

  • Review and Update Renewal Process due in 2 months
    ☐ Review current process ☐ Identify areas for improvement ☐ Update process
  • Maintain Client Database due in 2.5 months
    ☐ Review client database for accuracy ☐ Update any outdated information ☐ Add new clients to the database