Policyholder Information Clerk Templates

Looking for Policyholder Information Clerk Templates to download? See the main templates that a Policyholder Information Clerk would use in their day-to-day work.

Need one of these templates? Request for it to be built by one of our experts.

Policyholder Information Clerk Templates

There is a huge number of templates that someone in the Policyholder Information Clerk role uses in their daily work. In this article, we’ll outline the main templates they use.

Documents & Spreadsheets

These templates are some of the most commonly used templates by a Policyholder Information Clerk. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Policyholder Information Form
2. Policy Renewal Spreadsheet
3. Claim Report Template
4. Policy Change Request Form
5. Customer Complaint Log
6. Policy Cancellation Form
7. Premium Payment Tracker
8. Policyholder Database Template
9. Policy Coverage Summary Sheet
10. Monthly Performance Report


Reports are often prepared by a Policyholder Information Clerk to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.

1. Policyholder Enrollment Report
2. Policyholder Cancellation Report
3. Policyholder Claims Report
4. Policyholder Premium Payments Report
5. Policyholder Address Change Report
6. Policyholder Coverage Changes Report
7. Policyholder Policy Expiration Report
8. Policyholder Policy Renewal Report
9. Policyholder Complaints Report
10. Policyholder Satisfaction Survey Report


At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Policyholder Information Clerk does and how they do it.

1. New Policyholder Registration
2. Policyholder Information Update
3. Policyholder Claim Submission
4. Policyholder Payment Processing
5. Policyholder Document Retrieval
6. Policyholder Complaint Handling
7. Policyholder Account Closure
8. Policyholder Data Analysis
9. Policyholder Record Maintenance
10. Policyholder Communication Guidelines


Policyholder Information Clerk presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.

1. Monthly Policyholder Report
2. Claims Analysis Presentation
3. Customer Satisfaction Survey Results
4. Policy Renewal Recommendations
5. Industry Trends and Analysis

Legal Docs

There are several key times when a Policyholder Information Clerk needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.

1. Policy Renewal Form
2. Claim Application Template
3. Policy Change Request Form
4. Policy Cancellation Form
5. Policyholder Information Update Template

Health & Safety Templates

Health & Safety templates for a Policyholder Information Clerk ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Incident Report Template
2. Safety Inspection Checklist Template
3. Emergency Evacuation Plan Template
4. First Aid Log Template
5. Workplace Hazard Assessment Template


Setting up Policyholder Information Clerk calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Policyholder Meeting Calendar
2. Policy Renewal Reminder Calendar
3. Claims Processing Deadline Calendar
4. Policyholder Information Update Calendar
5. Compliance and Regulatory Reporting Calendar

Invoice Templates

Several types of Policyholder Information Clerk invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Monthly Premium Invoice
2. Policy Renewal Invoice
3. Claim Reimbursement Invoice
4. Policy Change Invoice
5. Late Payment Reminder Invoice

Survey Templates

For a Policyholder Information Clerk to get insights related to the work they do, they need to send out Policyholder Information Clerk surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Customer Satisfaction Survey
2. Policy Renewal Survey
3. Claims Experience Survey
4. Policyholder Feedback Survey
5. Policy Coverage Survey

Meeting Agendas

Having premade Policyholder Information Clerk meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.

1. Monthly Policyholder Information Review Meeting
2. Policyholder Data Analysis Meeting
3. Policyholder Information System Update Meeting
4. Policyholder Information Quality Assurance Meeting
5. Policyholder Information Training and Development Meeting

Budget Templates

To manage finances well, a Policyholder Information Clerk would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Monthly Expense Budget Template
2. Income Tracking Budget Template
3. Savings and Investment Budget Template
4. Debt Repayment Budget Template
5. Annual Budget Planning Template


Dashboards are a useful way for a Policyholder Information Clerk to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Policyholder Demographics Dashboard
2. Claims Processing Dashboard
3. Premium Payments Dashboard
4. Policy Renewals Dashboard
5. Customer Satisfaction Dashboard

Proposal Templates

For bidding or requesting work, a Policyholder Information Clerk needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.

1. Monthly Policy Renewal Proposal
2. New Policy Application Proposal
3. Policy Amendment Proposal
4. Policy Cancellation Proposal
5. Policy Claim Settlement Proposal

Get Your Template Made

We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Policyholder Information Clerk templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.