What you'll accomplish
Build and maintain a renewal tracking spreadsheet that uses Google Sheets' built-in AI to calculate loss ratios, sort by priority, and answer questions about your book of business — without a Microsoft 365 subscription. Identical outcome to Copilot in Excel, built on free tools.
What you'll need
- A Google account (free) or Google Workspace subscription
- Google Sheets open in your browser
- Basic spreadsheet familiarity (knowing how to add columns and enter data)
Tool Feature: Google Sheets AI — Renewal Portfolio Tracker
Step 1: Create Your Renewal Tracking Template
Open a new Google Sheet. Click "Help me create" or the Gemini icon (sparkle symbol) in the toolbar.
Ask: "Create a renewal tracking table for an insurance underwriter with columns for: Account Name, Line of Business, Effective Date, Current Premium, Renewal Premium, 5-Year Incurred Losses, 5-Year Loss Ratio, Renewal Status (options: Pending, Quoted, Bound, Non-Renew), and Notes."
Gemini creates the table with headers. You now have a template ready for data entry.