A book spread across a spreadsheet, a calendar, and memory is a book with holes in it. This puts every policy in one register with the date that matters on the front of it.
What's Included
- One record per policy with client, carrier, type, premium, and dates.
- Renewal countdown on every policy, sorted by what is closest.
- Client view across policies so gaps in cover are visible.
- An assistant that answers questions about your own book.
How To Use
- Load the renewal date first. Everything else can follow later.
- Group by client as well as by policy. Gaps show up at client level.
- Record the carrier and the reference. You will need both under pressure.
- Review the whole book once a quarter, not once a year.
Work the dates with renewal reminders, and check you are paid with commission tracking.