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Free downloadable template

Renewal Tracker

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

Sample rows only. Status values are yours to define. InsuOrg tracks the same fields on the renewal file.

Preview

Sample rows only. Status values are yours to define. InsuOrg tracks the same fields on the renewal file.

CustomerPolicy NumberPolicy TypeInsurerPremiumExpiry DateAssigned EmployeeFollow-up DateStatus
Malabar Spices Pvt LtdPOL-F104FireSample Insurer A1850002026-10-12Anita2026-09-12Open
Cochin Logistics LLPPOL-G088GMCSample Insurer B4200002026-09-28Rahul2026-09-13Quote out

Download

CSV opens in Excel, Google Sheets and Numbers. The .xls file is SpreadsheetML that Excel opens directly.

Save to InsuOrg

All templates · History stays in this browser.

What this tool does

Sample rows only. Status values are yours to define. InsuOrg tracks the same fields on the renewal file.

Formula

Download CSV or Excel, replace the sample rows, keep the column headers if you plan to import later.

How to use it

Enter the fields, run the estimate or copy the wording, then paste into WhatsApp, email or a worksheet. This marketing site does not keep a server-side file. This browser can keep a short local history. Saving onto a policy, commission or renewal in the product requires an InsuOrg workspace.

Limitations

Sample rows only. Status values are yours to define. InsuOrg tracks the same fields on the renewal file.

Related tools

Renewal Date CalculatorGet expiry and reminder dates from policy start and term.Lead TrackerTrack source, owner, status and expected premium.Commission TrackerGross, TDS, net, received and pending commission columns.

InsuOrg product — the workspace these tools point toward.

Questions

Is this the InsuOrg product?

No. It is a free spreadsheet starter. The workspace keeps owner and next action on the file so Excel is not the system of record.

Can I import this into InsuOrg?

The product already has Excel/CSV import for clients and policies. Map columns there. This download is the working sheet for today.

Need the desk, not only the calculator?

12-minute walkthrough: Overview → one file → My Day.

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Request 12-min walkthroughRenewal Tracker Excel Template for Insurance Brokers | InsuOrg