Insurance Policy Organizer & Renewal Dashboard

Keep your insurance information organized in one place and make renewal time easier to manage.

The Insurance Policy Organizer & Renewal Dashboard is a practical digital spreadsheet designed to help you track policy details, renewal dates, premium estimates, documents, contacts, and questions without digging through multiple files or folders.

This product includes both an Excel version and a Google Sheets version, so you can choose the format that works best for you.

What you can track

• Policy status and policy type
• Insurance company
• Policy number
• Named insured
• Coverage summary
• Deductible
• Premium amount and payment frequency
• Estimated monthly premium equivalent
• Estimated annual premium equivalent
• Effective date
• Renewal or expiration date
• Days until renewal
• Document or declarations-page location
• Review-at-renewal reminders
• Agent or contact information
• Notes and questions
• Autopay status
• Life changes or review triggers

Automatic features

The organizer includes built-in formulas that help you see important information at a glance.

You’ll get:

• Estimated monthly premium totals
• Estimated annual premium totals
• Days until renewal
• Upcoming renewals within the next 90 days
• Active policy count
• Renewal reminders
• Premium summaries by policy type
• A simple 12-month renewal view

Included files

• Excel workbook
• Google Sheets access instructions
• PDF access guide
• TXT access guide

The workbook includes one sample policy row so you can see how the dashboard works before replacing it with your own information.

Use Excel or Google Sheets

Prefer Excel? Download the workbook and save your own working copy.

Prefer Google Sheets? Use the included link and choose File > Make a copy to save your own private version to Google Drive.

The Excel and Google Sheets versions are separate files and do not automatically sync with each other.

Good to know

This is a digital product. No physical item will be mailed.

For privacy, store the file in a secure location and avoid entering passwords or full payment-card information.

This organizer is intended for educational, organizational, and planning purposes only. It does not determine whether your insurance coverage is adequate and is not insurance, legal, financial, tax, or other professional advice. Coverage, deductibles, limits, exclusions, claim payments, and documentation requirements depend on the actual policy and circumstances.

Format: Excel + Google Sheets

Delivery: Instant digital download

Physical product: No

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