Insurance Policy Inventory

Every policy you own on one page — premium, renewal date, deductible and coverage limit.

Features

• Room for 10 policies: type, provider, policy number, premium and payment frequency
• Every premium converted to its true annual cost automatically — monthly, quarterly or annual
• A renewal check that flags any policy renewing in the next 90 days
• Deductible and coverage limit side by side for every policy — the two numbers that decide a claim
• Total annual premiums and the monthly equivalent, for your budget

How to use it

1. Add one row per policy on the Policies tab — insurer apps and renewal letters have every figure
2. Enter each premium as you actually pay it, and set Paid to Monthly, Quarterly or Annual
3. Check the Renewal check column: anything flagged deserves quotes before it renews
4. Update the sheet whenever a policy changes, and re-check it at every annual-bills review

Format: Excel (.xlsx — also opens in Google Sheets) + printable PDF

For the biggest policy most families buy, read term vs whole life insurance, and schedule the premiums themselves with how to budget for annual bills.