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Run: Policy Renewal Review and Remarketing Worksheet

A pre-renewal worksheet for reviewing an expiring policy, comparing coverage and premium changes, and documenting whether to renew or remarket. Use it to cap...

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Renewal Overview

Policy Number (required)

Named Insured (required)

Renewal Date (required)

Current Carrier (required)

Line of Business (required)

Coverage Review

Is current coverage adequate for the insured's exposures? (required)

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? (required)

Terms change notes

Remarketing Decision

Should this account be remarketed? (required)

Reason for remarketing or retention decision

Markets to contact

List carriers or markets to approach if remarketing is approved.

Target action before renewal (required)

Follow-Up and Disclosure

Assigned To

Name or team responsible for the next action.

Follow-Up Date

Client notified of renewal review? (required)

PII disclosure acknowledged (required)

Confirm that only necessary policy and contact information is being collected and used for renewal review and remarketing purposes.

Yes No N/A

Internal notes

Use for non-sensitive internal notes only. Avoid entering unnecessary PII.

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Email (required)

Your name (optional)

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