Commercial Insurance Policy Renewal Tracker
Download the free Commercial Insurance Policy Renewal Tracker and stay on top of every GL, property, cyber, workers comp, and umbrella renewal across your entities and sites — your own coverage, not vendor certificates.
Commercial Insurance Policy Renewal Tracker
Microsoft Excel (.xlsx) — Free
Track your company's own commercial policies by entity and site — renewal dates, annual premium, and coverage-gap status. Includes an auto-calculated dashboard and lookup dropdowns. Distinct from vendor COI trackers. No sign-up required.
Free Template DownloadWhat's Inside the Spreadsheet
Three pre-built sheets that give risk, finance, and ops a full view of every entity-owned commercial policy renewal — premium exposure included.
Policy Renewal Tracker Sheet
13 columns: sample flag, entity/legal name, site/location, policy type (GL / Property / Cyber / Workers Comp / Umbrella / Other), carrier, optional sample policy number, effective date, expiration / renewal date, annual premium, broker/contact, notes, days to renewal (auto), and status (Overdue / Due Soon / OK / Missing Date). No claim PII.
Renewal Dashboard
KPIs for overdue, due soon, OK, and missing-date policies. Premium exposure totals for action-needed renewals. Breakdown by policy type with annual premium rollups and a coverage health score.
Dropdown Lookup Lists
Editable lists for Policy Types, Sample Flag, Status Labels, and sample Entities / Sites — keeps multi-entity data entry consistent across the workbook.
Built for Risk, Finance & Ops Teams
Whether you hold one CGL binder or a multi-entity tower of GL, property, cyber, workers comp, and umbrella policies, this spreadsheet gives you a single register for renewal dates, premium exposure, and coverage-gap risk — framed as your policies, not vendor certificates.
- Risk managers watching entity-owned GL, property, cyber, WC, and umbrella renewals
- CFOs and controllers forecasting annual premium and action-needed exposure
- Multi-entity / multi-site operators separating HQ, warehouse, and store binders
- Bookkeepers and agencies tracking client commercial renewals in one register
- Teams that need a date/status spreadsheet before automating renewal reminders
Automate Insurance Renewal Reminders
Spreadsheets work — until you have staggered renewals across entities, premium packages due every quarter, and broker questionnaires that need weeks of lead time. Remindax automates email, SMS, and WhatsApp reminders before every policy renews, stores policy documents in one place, and keeps your register audit-ready. See our insurance renewal reminder software page for how multi-stage alerts protect coverage.
- Automated email, SMS & WhatsApp policy renewal reminders
- Multi-entity / multi-policy register with staged 90/60/30/7-day alerts
- Upload policy PDFs & keep renewal history audit-ready
- Forever Free plan — no credit card required
Stop losing track of
critical deadlines.
Join 30,000+ businesses that use Remindax to automate expiry tracking, compliance, and renewal reminders — so nothing slips through the cracks.