Insurance · Agency Operations
Renewal cycle checklist
A step-by-step task list agency staff follow to review and process a policy renewal before its expiration date.
What it usually contains
- Timeline of tasks by days before expiration (e.g., 120, 90, 60, 30)
- Coverage review and exposure update questions for the client
- Steps for requesting carrier renewal terms and remarketing
- Client contact, quote presentation, and signature or payment collection steps
- Assigned roles and sign-off spaces for producer and account manager
What the assistant uses it for
Use it to answer when each renewal task should happen, who is responsible, and what must be confirmed with the client or carrier before a policy renews.
How it is versioned
A document of this type has exactly one current version at a time. Upload a revision and it becomes the version that counts — the one before it is kept and dated, but is no longer what your assistant answers from. Nothing is ever deleted, so you can always show what this document said on a given date.
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