Can anyone share the template on how you consolidate all your insurance policies in one excel spreadsheet?

For me personally, columns that cover most needs: person covered, insurer, policy number, type (life, health, critical illness, accident…), premium amount, how often it is paid, premium end date, GIRO yes/no, sum assured, cash value, date last checked it, nominee. After awhile though it does get wordy and tiring, and the excel sheet can fill up fast and look clogged, so I finally decided to build a free web app that does this and so much more- with reminders, alerts, home inventory, not just policies but anything our family needs to keep track of. It's called FamilyHub SG, happy to share if you think it might be helpful.

Drop me an email at [email protected]

I Will share the one page spreadsheet which I do for my clients as an overview