Insurance policy tracker

Tracking of insurance policies has always been difficult and done mainly in Excel. Even, in Excel, you can only see multiple rows of data and cannot get insights quickly. The cluttered dashboard makes it time-consuming and difficult to make decisions.

With this Notion template, you can now have all those data stored all in 1 place and also get a quick interactive summary view of important details. Look at important information when you need to. Never lose track by storing policy details, screenshots and claim documents in 1 single tracker.

Sneak peak of the tracker

In addition to the Insurance Policy Tracker, you will also receive a written 7-page Guide on Insurance. This guide is a result of costly mistakes made by our parents and us, and distilled into simple practical steps to help you plan for your insurance coverages.

A problem we realized is that insurance is sold by brokers and agents who often may not have your best interests or are well equipped to provide insurance advice. The best, perhaps only, way is to arm yourself with knowledge to protect yourself. We wrote this guide objectively without bias to sell you any insurance products.

It contains the general stats of various fees you want to protect yourself against, how much coverage you should procure and ultimately how should you go ahead and get the insurance coverages.

Quick glimpse of the guide.

This will cost $14.99 but for a limited number of people, this will cost $2.99. (total downloads are reflecting incorrectly as previous versions are not properly accounted).

>100 downloads to date.

You will receive:

1. Insurance Policy Tracker to get started immediately
2. 7-pager Insurance Guide with research and practical steps

Please follow Facebook Page for more updates as I look to integrate more of such trackers to provide a holistic personal finance view.

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