Policy Renewal Tracking and Prioritization Project Template

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Stay on top of upcoming policy renewals and ensure no client is left behind with this comprehensive tracking and prioritization template. Designed for insurance advisors, this template helps you manage renewals effectively by categorizing them based on their due dates.

By utilizing this template, you can streamline the renewal process, keep clients happy, and improve retention rates. Never miss a renewal again and maintain the highest standards of client service.

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Policy Renewal Tracking and Prioritization Project for Priority Matrix

Policy Renewal Tracking and Prioritization Project in Priority Matrix

Track and prioritize policy renewals to ensure no lapses and maintain client satisfaction.

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Proposed Tasks

Urgent and Important

  • Policy Renewal due in 1 day
    ☐ Review policy details ☐ Contact client for renewal
  • Policy Renewal due in 1 week
    ☐ Review policy details ☐ Contact client for renewal

Important, Not Urgent

  • Policy Renewal due in 2 weeks
    ☐ Review policy details ☐ Contact client for renewal
  • Policy Renewal due in 3 weeks
    ☐ Review policy details ☐ Contact client for renewal

Urgent, Not Important

  • Policy Renewal due in 1 month
    ☐ Review policy details ☐ Contact client for renewal
  • Policy Renewal due in 2 months
    ☐ Review policy details ☐ Contact client for renewal

Not Urgent, Not Important

  • Policy Renewal due in 13 months
    ☐ Review policy details ☐ Contact client for renewal
  • Policy Renewal due in 14 months
    ☐ Review policy details ☐ Contact client for renewal
  • Policy Renewal due in 15 months
    ☐ Review policy details ☐ Contact client for renewal
  • Policy Renewal due in 16 months
    ☐ Review policy details ☐ Contact client for renewal
  • Policy Renewal due in 3 months
    ☐ Review policy details ☐ Contact client for renewal
  • Policy Renewal due in 4 months
    ☐ Review policy details ☐ Contact client for renewal
  • Policy Renewal due in 5 months
    ☐ Review policy details ☐ Contact client for renewal
  • Policy Renewal due in 6 months
    ☐ Review policy details ☐ Contact client for renewal
  • Policy Renewal due in 7 months
    ☐ Review policy details ☐ Contact client for renewal
  • Policy Renewal due in 8 months
    ☐ Review policy details ☐ Contact client for renewal
  • Policy Renewal due in 9 months
    ☐ Review policy details ☐ Contact client for renewal
  • Policy Renewal due in 10 months
    ☐ Review policy details ☐ Contact client for renewal
  • Policy Renewal due in 11 months
    ☐ Review policy details ☐ Contact client for renewal
  • Policy Renewal due in 12 months
    ☐ Review policy details ☐ Contact client for renewal