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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 seprate individual sheets for each of your policies.
Tip: You can include other annual paying deposits such as PPF / SSA / NPS etc into this as well
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