Insurance Agency Renewal Tracker (Excel & Google Sheets)

Retention is where independent agencies quietly win or lose — and most agents are tracking renewals in their head or a messy spreadsheet. This is the done-for-you system I built to run renewals inside my own agency.

Twelve monthly tabs with an automatic "Days Left" countdown on every policy, a live retention-rate calculation, and premium-renewed-vs-lost totals that show you exactly how much revenue you're saving (and bleeding). A built-in dashboard rolls all twelve months into one year-to-date view, with color-coding that flags renewed, lost, and non-standard-carrier policies as you type. It even includes a bonus Workers Comp payroll-audit tab and a renewal contact-cadence guide.

No setup, no formulas to build. Replace the agency name, paste your expiring policies from your AMS, and start working your book.

✓ 12 monthly tabs + auto Days-Left countdown

✓ Live retention rate & revenue-at-risk dashboard

✓ Color-coded statuses and non-standard-carrier flags

✓ Bonus Workers Comp payroll-audit tab + how-to guide

✓ Works in Excel and Google Sheets — instant download