Worksheet

Policy lifecycle tracker

A single sheet that gives each policy its own row, with six stage columns: quote, proposal, issuance, endorsement, claim and renewal. Each cell holds the date entered and the owner. Extra columns show insurer, policy number, premium, expiry date, documents pending and next action, so any colleague can pick up a file without asking. A flag marks rows stuck beyond seven days.

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 “What an insurance policy lifecycle looks like from quote to renewal”, www.gullysystem.com/blog/what-an-insurance-policy-lifecycle-looks-like-from-quote-to-renewal