Worksheet

Renewal and claim tracker

Two tabs. The first lists policies by expiry date with status, assigned caller and last contact. The second lists open claims with intimation date, papers pending, last reply and next step. Fill both for one month to see where follow-ups go missing.

Name: ______________________   Business: ______________________   Date: ______________

Cross out or rewrite any heading that does not fit your business. From the guide “How Insurance Agents Can Manage Policy Renewals and Claim Follow-up”, www.gullysystem.com/blog/policy-renewal-and-claim-follow-up-guide-for-insurance-agents