Insurance Agent Renewal Tracker + 30 Scripts (Excel, Google Sheets)

Insurance Agent Client & Renewal Tracker + Scripts.

A simple spreadsheet that shows which policies renew in the next 30 and 60 days, whose birthday it is this month, and who to follow up with today. Plus 30 call, text and email scripts for when it is time to reach out, with a printable PDF guide.

SEE ONE SCRIPT
Script R03 (a text, 30 days before renewal), word for word from the pack:
"Hi [First Name], this is [Your Name] at [Your Agency]. Your [Policy Type] policy renews on [Renewal Date]. Has anything changed that I should know about (car, driver, move, home work)? Reply here or call [Phone]. Reply STOP to opt out." (the standard opt-out line for business texts)

Four words, in plain words:
- Renewal: when a policy comes up to be continued for another term, usually a year.
- Cross-sell: offering a client a second type of policy, like home insurance for a client who only has car insurance.
- Carrier: the insurance company that issues the policy.
- Referral: a new client who comes to you because a happy client told them about you.

WHAT YOU GET (1 ZIP, 4 files)
- A client and renewal tracker for Excel and Google Sheets with 4 tabs: START HERE, CLIENTS (one row per policy, dropdown menus, room for 500 policies), TODAY (the hero tab) and SCRIPT LIST
- The TODAY tab shows: renewals due in the next 30 days (past due first), renewals due in 31 to 60 days, birthdays this month, follow-ups you set, and clients who only have one policy (cross-sell chances). Each line names the script to send.
- 30 scripts: 9 renewal reminders, 8 cross-sell scripts, 3 birthday messages, 5 referral asks and 5 review asks. That is 9 call scripts, 9 text scripts and 12 email scripts.
- The same 30 scripts as an editable Word file (also opens in Google Docs)
- A printable PDF guide with every script (16 pages)
- A 2-page READ-ME-FIRST quick start
- 8 example rows in the tracker (fake names) so you can see how it works. Delete them before you start.

HOW IT WORKS
1. Download and unzip. Open the tracker and read START HERE.
2. On the CLIENTS tab, add one row per policy: name, phone, policy type, insurance company and renewal date.
3. Open TODAY each morning. It tells you who to contact and which script to send (like R03 or X01).
4. Find that script in the PDF or the Word file, swap the [brackets] for real details, send it, then update the Status or set a Follow-up date.

WHO IT'S FOR
- Independent insurance agents who want one simple place to see what renews next
- Small agencies and new agents who do not want to pay for software
- Anyone who sells auto, home, renters, life, business or other policies and wants to stay in touch with clients

GOOD TO KNOW
- Works with what you already use: copy a script into your phone, email or agency system. No app to learn and no subscription. (These are files, not software. Nothing sends by itself.)
- You edit the spreadsheet and the Word file directly.
- The scripts make no price, saving or coverage promises.
- Example rows in the tracker are fake. Screenshots show example data.

FAQ
Do I need Excel? No. The tracker works in Google Sheets (free) or Excel.
Does it connect to my agency system? No. You type or paste your policies into the CLIENTS tab.
Can I change the words? Yes. Every script is editable.
Do the scripts promise results? No. No fake numbers, no promised prices and no promised savings.
Can I resell it? No. Use is for your own business only.
Is there a refund? Digital items are generally non-refundable. If a file has a problem, message me and I will fix it.

ABOUT THESE FILES
- Written and edited by SkynetLabs with AI help. Every script has [brackets] for your name, agency and details, so each message goes out in your own words.
- Templates you adapt to your state and business. Not legal advice: check local rules (texting, email, Do Not Call) before you contact anyone. Also check your carrier guidelines.

INSTANT DIGITAL DOWNLOAD. No physical item will be shipped. After purchase, your files are available on Etsy right away under Purchases and Reviews > Download Files.