เทมเพลต Excel / Google Sheets

Insurance Client Policies & Renewal Alerts

Client and policy register with automatic renewal dates, 30-day alerts, yearly commission and renewal call tracking
Clients tab: Name, phone, birthday, job, channel
Policies tab: Policy no., type, insurer, premium, start, renewal
Renewal calls tab: Call log, result and next follow-up
Dashboard with key numbers and charts that update automatically
Formulas, drop-downs and colour highlights are ready. Works in Excel and Google Sheets (copy link included)

฿99Lifetime

About this template

Client and policy register with automatic renewal dates, 30-day alerts, yearly commission and renewal call tracking

Screenshots from the real file

Who it is for

Life insurance agents
Motor insurance agents
Insurance brokers

What you get out of it

Never lose a renewal
Know your yearly commission
See the whole book at a glance
One file for both Excel and Google Sheets

What is inside the file

How to useGetting-started steps, list of tabs and what the colors mean

DashboardKey numbers and charts that update as you enter data

ClientsName, phone, birthday, job, channel

PoliciesPolicy no., type, insurer, premium, start, renewal

Renewal callsCall log, result and next follow-up

How to use it

Open "วิธีใช้" (How to use) to see the tabs and colour legend
In "Clients", clear the sample rows and enter: name, phone, birthday, job, channel
In "Policies", clear the sample rows and enter: policy no., type, insurer, premium, start, renewal
In "Renewal calls", clear the sample rows and enter: call log, result and next follow-up
Open "Dashboard" for the overview and charts, calculated instantly

What you receive

Excel file (.xlsx), 48 KB, ready to download right after payment
A Google Sheets link that makes your own copy in Google Drive, usable on mobile
Sample data on every tab so you can see how to fill it in, then replace it with yours
Built-in formulas, drop-downs and color alerts

Frequently asked questions

Which programs does this template work with?

It works in both Microsoft Excel and Google Sheets. You get the .xlsx file to download plus a link to copy it into your own Google Drive.

Who is Insurance Client Policies & Renewal Alerts for?

Life insurance agents; Motor insurance agents; Insurance brokers

What's inside the file?

4 tabs: Dashboard, Clients, Policies, Renewal calls, with all formulas built in.

Do I need to be good at Excel?

No. Just type into the marked cells; the file calculates and summarises everything, and includes a how-to sheet.

How do I get the file, and how much is it?

It costs ฿99. Once payment is confirmed, download the file and the Google Sheets link right away from your account page.

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