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

This will cost $2.99 but for a limited number of people, this will be free. Claim yours now! Simply duplicate this Notion template into your Notion account.

Please do follow me on Twitter for more updates as I look to integrate more of such trackers to provide a holistic personal finance view. I appreciate your feedback and comments. Please feel free to leave a review.