Insurance Management with Excel

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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

Your insurance management with an excel-template

Your insurance management with an excel-template

Free download of the insurance-spreadsheet

As usual, these templates are available as xlsx and xltx files as well as zip.

I recommend users of Internet Explorer to download the zip file, as the others may not be recognized by Windows as an Excel file.



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