Policy Renewals Tracking and Management Template

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Ensure no policy lapses with our comprehensive Policy Renewals Tracking and Management template. This tool is designed to help you manage and prioritize policy renewals effectively, ensuring client satisfaction and retention.

From identifying critical policies to preparing renewal documents and following up with clients, this template provides a structured approach to handle renewals systematically and efficiently.

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Policy Renewals Tracking and Management for Priority Matrix

Policy Renewals Tracking and Management in Priority Matrix

Efficiently manage and prioritize policy renewals to ensure client satisfaction and retention.

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Proposed Tasks

Critical Renewals

  • Task 1: Identify Critical Policies due in 1 week
    ☐ Identify policies that are crucial and need immediate attention ☐ Communicate with clients about their renewals
  • Task 2: Prepare Renewal Documents for Critical Policies due in 2 weeks
    ☐ Prepare necessary documents for policy renewals ☐ Review documents for accuracy
  • Task 3: Follow up with Clients on Critical Policies due in 3 weeks
    ☐ Follow up with clients about their renewal status ☐ Address any concerns or queries they might have

Important Renewals

  • Task 4: Identify Important Policies due in 1 month
    ☐ Identify policies that are important and need attention ☐ Communicate with clients about their renewals
  • Task 5: Prepare Renewal Documents for Important Policies due in 5 weeks
    ☐ Prepare necessary documents for policy renewals ☐ Review documents for accuracy
  • Task 6: Follow up with Clients on Important Policies due in 6 weeks
    ☐ Follow up with clients about their renewal status ☐ Address any concerns or queries they might have

Routine Renewals

  • Task 7: Identify Routine Policies due in 2 months
    ☐ Identify policies that are routine and can be attended to in due course ☐ Communicate with clients about their renewals
  • Task 8: Prepare Renewal Documents for Routine Policies due in 10 weeks
    ☐ Prepare necessary documents for policy renewals ☐ Review documents for accuracy
  • Task 9: Follow up with Clients on Routine Policies due in 3 months
    ☐ Follow up with clients about their renewal status ☐ Address any concerns or queries they might have

Low Priority / Etc.

  • Task 10: Track and Update Policy Renewal Status due in 4 months
    ☐ Track all policy renewals ☐ Update renewal status in the system