This Excel Template helps you manage your insurances – list all of them and never lose track of all the insurance policies you have taken out.
Click here to go directly to the download.
How does the Contract Management for Insurance work?
Every one of us has insurance contracts. Depending on your country, there are many types of insurance:
- health insurance
- pension insurance
- car insurance
- liability insurance
- social insurance
- accident insurance
- disability insurance
- life insurance
- house insurance
- even insurance for funeral expenses already exists
With so many insurance and associated companies, it’s no wonder that you quickly lose track.
To improve the overview, this template was created. Simply enter the type of insurance, type, provider, closing date, agent or consultant, number, duration and method of payment and costs. Under remarks, you can still record in which folder you keep the documents.
Preview of your Personal Insurance Contract Management with Excel
Download of the Insurance Management Template
As usual, this template is available as an Excel file (XLSX).
If you like my templates, I’m looking forward to a little donation 🙂
nice
good one
I tired several times to download and no files are downloaded
Nothing dowloaded, even after subscribing to the newsleter.
The link for download is in the list.
Use this link will help too:
https://www.excel-template.net/wp-content/uploads/2018/03/insurance-management.xlsx
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You don’t have to subscribe – just download from the download-section.