Worksheet

Renewal calendar worksheet

One printable sheet, a row per policy. Columns run left to right: policy number, insured, carrier, line of business, end date, early call date, quote request date, comparison sent, client decision, issue date, outcome and owner. A small table beneath gives the lead time in days for each line of business, so the stage dates fill themselves in once an end date is typed.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “How to build a renewal calendar for an insurance agency”, www.gullysystem.com/blog/how-to-build-a-renewal-calendar-for-an-insurance-agency