Policy Renewal Review and Remarketing Worksheet

A pre-renewal worksheet for reviewing expiring insurance policies, assessing coverage adequacy and rate changes, and documenting remarketing options to support retention and proper coverage.

Renewal Overview

• Policy Number
• Named Insured
• Renewal Date
• Current Carrier
• Line of Business

Coverage Review

• Is current coverage adequate for the insured's exposures?
• Coverage gaps or missing endorsements identified
• Coverage review notes
  Summarize any changes in operations, locations, payroll, revenue, vehicles, claims, or other exposures that affect renewal terms.
• Recommended coverage changes
  Document any recommended limit, deductible, endorsement, or program changes needed before renewal.

Pricing and Renewal Terms

• Expiring Premium
  Enter the current annual premium if available.
• Quoted Renewal Premium
  Enter the proposed renewal premium if a quote has been received.
• Premium Change (%)
• Material terms changed at renewal?
• Terms change notes

Remarketing Decision

• Should this account be remarketed?
• Reason for remarketing or retention decision
• Markets to contact
  List carriers or markets to approach if remarketing is approved.
• Target action before renewal

Follow-Up and Disclosure

• Assigned To
  Name or team responsible for the next action.
• Follow-Up Date
• Client notified of renewal review?
• PII disclosure acknowledged
  Confirm that only necessary policy and contact information is being collected and used for renewal review and remarketing purposes.
• Internal notes
  Use for non-sensitive internal notes only. Avoid entering unnecessary PII.