Free fleet tool
Fleet insurance renewal planner: your eight-week plan
Enter your renewal date and get a dated plan that works back from it, from checking the vehicle list to deciding on cover, with a countdown and calendar reminders for each step.
- Free to use
- No sign-up
- Calendar reminders
Pick your renewal date to see a dated eight-week plan, with calendar reminders you can download.
Fleet insurance renewal plan
How to use the renewal planner
Enter the renewal date from your current schedule or renewal notice. The planner counts back from that date and lays out eight steps, each with its own date, so the work is spread over about two months instead of landing in the final week. Add the business name if you want it on the printout and the calendar entries.
- Pick the renewal date. The timeline appears straight away.
- Look for the step marked next up: that is where to start.
- Download the calendar file and open it in Outlook, Google Calendar or Apple Calendar to get a reminder on each date.
- Print the plan if someone else in the business handles part of the work.
The date and name are remembered in this browser only, so the plan is still there when you come back.
Why fleet renewals need a run-up
A fleet renewal is more than accepting a new figure. Insurers price the fleet on the vehicles, drivers and claims you declare, and the details have usually changed over the year: vans replaced, staff gone, a new driver with points. Brokers also need time to approach insurers and come back with terms. Leaving it until the renewal notice arrives tends to mean renewing on whatever is offered, without a real comparison.
Starting early also protects the cover itself. If the vehicle list or driver details on the policy are out of date, a claim can be questioned, so the first steps of the plan are about getting the facts right before anyone quotes.
What each stage is for
- Vehicle list and claims letter first. These are the two documents brokers ask for most, and the claims experience letter can take time to come through.
- Drivers next. Fresh licence checks mean convictions are declared accurately.
- Quotes with a month to go. Enough time for several brokers to come back without a rush.
- Like-for-like comparison. The quote comparison sheet lines up excesses, driver terms and extras.
- Questions, then a decision. Leaves a week to arrange payment so cover runs on without a gap.
If the renewal is close
When the date is under four weeks away the planner flags it and marks earlier steps as overdue. They are still worth doing, just faster: send whatever you have to a broker straight away and fill gaps as you go. The quote readiness checklist shows what is still missing.