Tag Archives: management

Insurance Management with Excel

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

Continue reading