Periodic Review Checklist
Keep client reviews, renewals, remarkets, policy cleanup, and service follow-ups from slipping through the cracks. This checklist gives your agency a repeatable operating rhythm.
Free worksheet. No credit card required. Built for insurance agencies.
A recurring review rhythm for insurance agencies
Use this checklist weekly, monthly, or before renewals. It gives your team a standard way to review upcoming policy events, client needs, remarketing decisions, missing data, and follow-up ownership.
Identify accounts due for review
Pull renewals, high-value accounts, policy changes, open service requests, and clients without a recent coverage conversation.
Review risk and service signals
Look for coverage gaps, premium jumps, claims activity, missing documents, stale contact data, and accounts needing remarketing.
Schedule the next action
Assign the call, email, remarket, certificate request, renewal review, or policy cleanup task before the review meeting ends.
Review worksheet
List policies renewing in the next 90 days and mark accounts that need producer review.
Identify clients with premium increases, coverage changes, recent claims, or missing contact data.
Confirm whether each account needs remarketing, coverage review, cross-sell review, or simple renewal follow-up.
Record open service issues, certificate needs, billing problems, and document gaps by account.
Assign each follow-up to a producer, account manager, or service team member.
Set the next review date so every client has a clear cadence instead of random outreach.
Periodic review checklist
Why agencies use this checklist
Prevent renewal surprises
Reviewing accounts before renewal pressure hits gives producers time to explain changes, remarket when needed, and protect retention.
Standardize follow-up
A repeatable checklist keeps service, sales, and operations aligned on what needs attention and who owns the next move.
Turn reviews into workflow
AAMS helps convert review outcomes into tasks, reminders, renewal actions, and operational follow-up without manual tracking.
Make every review cycle intentional
Use the checklist manually today, then let AAMS automate client review workflows, renewal follow-up, and agency operating rhythm.
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