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Tracking Insurance data with Excel

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All of us will have several insurance policies

such as Life Cover, Health Insurance, Vehicle insurance etc.

It will be a good practice to have all your insurance data in an Excel file.

Prepare a sheet called Summary Sheet with the following fields:

  • Name (of person Insured)
  • Insurer
  • Premium Amount
  • Total Premium Paid so far
  • Value as on date
  • Start Date (of Policy)
  • Last transaction date (of Policy)
  • Next transaction date (of Policy)
  • Available Time (to pay the next transaction)
  • End / Maturity Date
  • Last Check Date (by you)
  • Days since last check
  • Status (of Policy)
  • Policy Type
  • Description

Create separate individual sheets for each of your policies.

You need to periodically check this Insurance spreadsheet file and update as and when some transaction / update is there.

Tip: You can include other annual paying deposits such as PPF / SSA / NPS etc into this as well

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