ToolDox
Business

Insurance Renewal Dashboard

Upload a policy schedule, track renewal dates, and compare this year's premium total against last year's book cost.

UK renewals are often influenced by repair inflation, liability cost trends, and broker market testing at renewal.
Download CSV template
Upload insurance policies as CSV
Expected columns: policy_name, provider, renewal_date, current_premium, previous_premium
Current file: uk-demo-policy-schedule.csv
Use this to see which policies need attention first and whether the total premium book is drifting upward year over year.
United Kingdom: FCA and PRA environment
Policies tracked
4
Uploaded or demo schedule
Renewing in 30 days
2
Immediate renewal focus
Current yearly premium
£62,750
Across all tracked policies
Year-over-year change
+£4,200
7.2% versus last year
Renewal note for United Kingdom
UK renewals are often influenced by repair inflation, liability cost trends, and broker market testing at renewal.
PolicyProviderRenewalDays leftPreviousCurrentChange
Property PackageSummit Risk29 May 202610 days£20,550£22,300+£1,750 (8.5%)
Fleet MotorAegis Mutual14 Jun 202626 days£17,100£18,450+£1,350 (7.9%)
Public LiabilityNorthBridge Insurance02 Jul 202644 days£9,100£9,600+£500 (5.5%)
Cyber CoverShieldPoint19 Aug 202692 days£11,800£12,400+£600 (5.1%)
Renewal dashboard guideRenewal dashboard FAQ

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What this insurance renewal dashboard does

Insurance renewals often get managed in disconnected spreadsheets, email reminders, and broker threads. That creates blind spots. This dashboard gives you one simple view of what renews next, what the current year costs, and how that total compares with the prior year.

Why regional context matters

Insurance is not the same across countries. UK renewals are often influenced by repair inflation, liability cost trends, and broker market testing at renewal. This version lets you work in United Kingdom context rather than forcing a generic global view.

Go deeper with guide and FAQ support

If you need help interpreting the renewal process, use the supporting renewal dashboard guide and the renewal dashboard FAQ.