Insurance renewal timeline calculator
Enter a client’s policy expiry date. You get a 60-day renewal timeline, from the first request for updated information to confirmed instructions, and a calendar file with every date. Built for insurance brokers with business clients.
Works for any policy that renews on a set date. Business clients usually need the full 60 days.
Enter an expiry date to see the renewal timeline.
How the dates are worked out
The timeline counts back from the expiry date. Sixty days gives time to collect updated information, approach insurers if needed and hold a proper review before anything is due. Simple personal policies can start later.
The 14-day mark is the legal floor for the insurer, not a plan for the broker. Under the Insurance Contracts Act, an insurer must give notice that a renewable general insurance policy is expiring at least 14 days before it does.
This is a planning aid, not advice. Adjust the days to your book, and follow your own obligations and code of practice.
Renewals across a whole book?
A calculator works for one policy. For a whole book, the dates belong in one place, with requests and reminders drafted for your team to approve and a Monday list of renewals that are stuck. We wrote up a 60-day renewal process for brokers, and we build CRMs for insurance brokers.
About 60 days before expiry for business clients. That leaves time to collect updated information, approach insurers if needed and hold a review before the policy is due.
Book a 20-minute call.
Tell us how renewals run in your office today. We will tell you what we would set up first.