Insurance Renewal Tracker Template

Keep every insurance policy, renewal date, and premium in one place. This template helps operations, finance, and property teams track policies by type and location, prepare for renewals, and compare quotes. Renewal work starts before the policy expires, not after.

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Riverside Ops
Insurance Policies
Locations
File Library
Insurance Renewal Tracker14 policies · $182,400 annual premium MRJLTKList ViewNew policy
AskSearchFilterSortGroups (1)
Policy
Carrier
Expires
Premium
Change
Up for Renewal(2)
General LiabilityGL-4471-22
Travelers
May 01
$38,200
+6%
Commercial AutoCA-10882
Progressive
May 15
$21,600
—
Quoted(1)
PropertyPR-99103
Chubb
Apr 10
$52,900
-3%
Active(10)
Workers CompensationWC-30017
The Hartford
Jan 01, 2027
$44,100
—
Cyber LiabilityCY-5520
Coalition
Nov 30
$6,800
—

How the Insurance Renewal Tracker Workflow Works

Record each policy

Add a policy with its Policy Type, Insurance Carrier, Broker / Agency, Policy Number, Effective Date, Expiration Date, and Renewal Notice Required (Days).

General LiabilityActive
CarrierTravelers
Broker / AgencyLockton
Policy NumberGL-4471-22
ExpirationMay 01, 2026
Notice (Days)60

Capture coverage and cost

Record Coverage Limit (Per Occurrence), Coverage Limit (Aggregate), Deductible / Retention, Annual Premium, and Payment Frequency, and attach the Policy Document and Certificate of Insurance.

Coverage and cost
Per Occurrence$1,000,000
Aggregate$2,000,000
Deductible$5,000
Annual Premium$38,200 · Quarterly
DocumentsPolicy.pdf · COI.pdf

Work the renewal

Choose a Renewal Action, such as Auto-Renew, Re-Market, or Replace Carrier, track Quote Requested and Quote Received Date, and move the policy through Up for Renewal, In Renewal, Quoted, and Bound.

General Liability renewal
Up for RenewalMar 01
In RenewalRe-Market
QuotedCurrent
Bound

Benefits of This Insurance Renewal Tracker Workflow

  • No surprise lapses

    Expiration dates and notice periods are on every policy, and the Status field shows which policies are up for renewal.

  • Better renewal decisions

    Renewal Premium (New), Premium Change %, Open Claims, and Claims Last 12 Months sit next to the current premium.

  • Documents in one place

    Policy documents and certificates of insurance are attached to the policy they belong to.

What’s Included in This Workflow

Policy records

One card per policy, with 29 fields covering carrier, broker, dates, limits, premiums, renewal, and claims.

  • Insurance Carrier
  • Expiration Date
  • Annual Premium
  • Premium Change %

Policy types and statuses

15 Policy Type options, including General Liability, Property, Workers Compensation, and Cyber Liability, and Status options for Active, Up for Renewal, In Renewal, Quoted, Bound, Expired, Cancelled, and Lapsed.

  • 15 policy types
  • 8 statuses

List views

A List view grouped by status and an All Policies list.

  • By status
  • All Policies

Customize the Workflow for Your Team

Add policy types, fields for your broker's process, or coverage details you track. Connect the Location field to your existing Locations workspace so each policy links to the properties it covers. Coast AI can add renewal reminders based on the notice period, an expiring-soon view, or calculate Premium Change % automatically.

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FAQs About Insurance Renewal Tracker

What happens when I add this workflow to Coast?

Coast creates an Insurance Renewal Tracker workspace with policy, coverage, premium, renewal, and claims fields, 15 policy types, eight statuses, and list views.

How can Coast AI help with this workflow?

Coast AI can add reminders and views, and answer questions such as which policies expire in the next 90 days or what you pay in total premiums.

Can I track policies across multiple properties?

Yes. Connect the Location field to your Locations workspace, then link each policy to its location and filter by location to see coverage for one site.

Can I import my current policies?

Yes. Import a policy schedule from a spreadsheet, or ask Coast AI to help map your columns.

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