Insurance Policy Tracker
Insurance policies are easy to forget about — until a renewal lapses or you can't find the details when you need them. This free Insurance Policy Tracker keeps every policy in one place — type, provider, premium, coverage, renewal date — so you stay covered and never miss a renewal.
How to use it: record each policy with its provider, premium, coverage and renewal date. Sort by renewal date to see what's coming up, and keep policy numbers and contacts handy for when you need to make a claim.
This template is designed for individual investors and personal finance enthusiasts who track portfolios, returns and investment performance — without the need for expensive specialist software.
The Insurance Policy Tracker is part of our Personal Finance & Budgeting collection — downloaded 16 times and counting. Built from real-world experience by the ExcelGurukul team and tested across multiple industries and roles.
Yes, free download, no sign-up.
Policy type, provider, premium, coverage and renewal dates.
Yes, sort by renewal date to never miss one.
Fully editable in Excel or Google Sheets.