Six years keeping insurance portfolios, client records, and correspondence in exact order — from policy renewals to CRM data to the follow-up nobody else remembers to send.
All samples below use fictional companies, names, and figures built to mirror the real thing — no client or employer data or materials are used.
A group premium reconciliation tracker built the way I'd set one up on the job — billed vs. received amounts, auto-calculated variance, and conditional formatting that flags underpaid, overpaid, and outstanding accounts at a glance.
Download .xlsx
A standard operating procedure styled after the CRM workflow documentation I write and maintain — step-by-step, with a purpose/owner header block and callout notes for anything easy to miss.
Download .docx
A messy raw export cleaned into a standardized, presentation-ready membership list — consistent IDs and casing, normalized labels, one date format, and currency formatting with a running total. Both versions are on separate tabs in the same file.
Download .xlsx
Compares estimated (quoted) payroll against audited actual payroll by classification code, calculates the resulting premium variance, and auto-flags each line as OK, Watch, or Review based on how far it drifts — the same structure I'd use to catch a mismatch before it reaches invoicing.
Download .xlsx
A field-by-field check of source documents against what's currently in the CRM, run before any renewal change is applied — auto-flags mismatches (dates, limits, additional insureds) so nothing gets updated on a bad assumption, with a running count of open discrepancies.
Download .xlsx
A full COI package built the way I prepare them for contractors and their upstream clients — the certificate of liability insurance, an endorsement schedule mapping every statement in the description box to its supporting form, and a verification checklist that flags anything unsupported (here, a loss payee with no cited form) before the package is released.
Download .pdf