Excel-compatible downloads

Free templates for insurance brokers

Renewal, lead, claim and commission trackers plus a claim document checklist. CSV and Excel. No account required.

What are these templates? Spreadsheet starters for desks that still live in Excel. They are not the InsuOrg workspace. Import or re-type into Clients and Policies when you are ready.

Spreadsheet

Renewal Tracker

Excel-compatible tracker for expiry, owner and follow-up date.

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Spreadsheet

Lead Tracker

Track source, owner, status and expected premium.

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Spreadsheet

Claim Tracker

Claim amount, pending documents and next follow-up in one sheet.

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Spreadsheet

Commission Tracker

Gross, TDS, net, received and pending commission columns.

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Spreadsheet

Claim Document Checklist

A starting list of common papers — always confirm with the insurer.

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Spreadsheet

Policy Comparison Template

Compare 2–3 insurer quotes before you bind.

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